• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 1.54% Nasdaq Down 1.52%

    Bridgeway Managed Volatility (BRBPX)

    14.26 Down 0.03(0.21%) Apr 17
    Prev Close:14.29
    YTD Return*:1.57%
    Net Assets*:53.13M
    Yield*:0.12%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for BRBPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MU1.91-22.51
    MPC1.6013.29
    CAR1.29-11.41
    VLO1.1228.99
    PNC1.071.92

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:53.13M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:1.57%
    5y Avg Return:5.83%
    Rank in Category (ytd):46
    % Rank in Category (ytd):10.04%
    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 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