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Bridges Investment (BRGIX)

50.96 Up 0.10(0.20%) Aug 29
Prev Close:50.86
YTD Return*:4.22%
Net Assets*:116.02M
Yield*:0.53%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for BRGIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL5.7721.07
iShares Core S&P Mid-Cap4.83-9.86
MA4.6517.64
UNP4.554.54
COF3.492.56

Fund Basics

Morningstar Overall Rating:
Total Assets:116.02M
Category:Large Growth
Annual Report Expense Ratio (net):0.85%

Performance & Risk

YTD Return:4.22%
5y Avg Return:14.74%
Rank in Category (ytd):29
% Rank in Category (ytd):1.68%
Beta (3y):1.10
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation, with a secondary objective of generating a modest amount of current income. The fund invests primarily in a diversified portfolio of common stocks, which fund management believes offers the potential for increased earnings and dividends over time. Normally, such equity securities will represent 60% or more of the fund's net assets. It may invest up to 15% of its total assets in U.S. dollar-denominated securities of foreign issuers traded on U.S. exchanges, and up to 20% of its total assets in American Depositary Receipts ("ADRs") traded on U.S. exchanges or in the U.S. over-the-counter market. View More
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