Bridgeway Blue Chip 35 Index (BRLIX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.15%|
Performance & Risk
|5y Avg Return:||11.51%|
|Rank in Category (ytd):||15|
|% Rank in Category (ytd):||0.94%|
|Morningstar Risk Rating:||2|
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income.
The fund seeks to achieve its objective by approximating the total return of the Bridgeway Ultra-Large 35 Index (the "index"), a proprietary index composed by the Adviser, while minimizing the distribution of capital gains and minimizing costs. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in blue chip Company stocks included within the index. The fund invests in the stocks that comprise the index and seeks to approximately match the index composition and weighting. View More