• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.69% Nasdaq Up 0.44%

    Bridgeway Managed Volatility (BRBPX)

    14.07 Up 0.03(0.21%) Jul 29
    Prev Close:14.04
    YTD Return*:0.29%
    Net Assets*:58.83M
    Yield*:0.13%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for BRBPX

    Top Holdings

    Symbol% AssetsYTD Return %
    MU1.81N/A
    MPC1.26N/A
    CAR1.03N/A
    ADT1.02N/A
    AAPL0.81N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:58.83M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:0.29%
    5y Avg Return:7.03%
    Rank in Category (ytd):63
    % Rank in Category (ytd):13.67%
    Beta (3y):0.30
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks to provide a high current return with short-term risk less than or equal to 40% of the stock market. The fund invests up to 75% of its assets in common stocks and options on any size companies on which options are traded on a national securities exchange. It invests at least 25% of its assets in equities. The fund may invest up to 15% of its total assets in foreign securities. The Adviser normally invests at least 25% of its total assets in fixed-income securities: U.S. government obligations, mortgage and asset-backed securities, corporate bonds, collateralized mortgage obligations, and/or other fixed-income instruments. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback