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    Bridgeway Managed Volatility (BRBPX)

    13.34 Down 0.09(0.67%) Feb 11
    Prev Close:13.43
    YTD Return*:-2.07%
    Net Assets*:56.04M
    Yield*:0.03%

    * As of 31-Jan-16

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

    Headlines

    ยป More Headlines for BRBPX

    Top Holdings

    Symbol% AssetsYTD Return %
    TRV1.37N/A
    GILD1.28N/A
    MU1.23N/A
    ORLY1.07N/A
    TYC0.94N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:56.04M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:-2.07%
    5y Avg Return:3.99%
    Rank in Category (ytd):29
    % Rank in Category (ytd):5.72%
    Beta (3y):0.32
    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 total 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 total 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
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