Dow Up 0.15% Nasdaq Up 0.21%

Bridgeway Large-Cap Growth (BRLGX)

21.36 Up 0.04(0.19%) Sep 17
Prev Close:21.32
YTD Return*:11.75%
Net Assets*:59.77M
Yield*:0.44%

* As of 31-Aug-14

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

Headlines

» More Headlines for BRLGX

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.8830.61
LVLT1.9235.36
REGN1.8530.61
DAL1.8349.76
UAL1.7832.14

Fund Basics

Morningstar Overall Rating:
Total Assets:59.77M
Category:Large Growth
Annual Report Expense Ratio (net):0.84%

Performance & Risk

YTD Return:11.75%
5y Avg Return:17.79%
Rank in Category (ytd):6
% Rank in Category (ytd):0.35%
Beta (3y):1.17
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of large stocks that are listed on the New York Stock Exchange, NYSE MKT, and NASDAQ. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in stocks from among those in the large-cap growth category at the time of purchase. The Adviser selects stocks within the large-cap growth category for the fund using a statistically driven approach. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback