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 Dow Up 0.17% Nasdaq Up 0.44%

Bridgeway Aggressive Investors 1 (BRAGX)

56.68 Up 0.04(0.07%) Jul 11
Prev Close:56.64
YTD Return*:9.52%
Net Assets*:259.55M
Yield*:0.64%

* As of 30-Jun-14

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

Headlines

ยป More Headlines for BRAGX

Top Holdings

Symbol% AssetsYTD Return %
LUV2.5547.72
LNC2.171.61
MU2.1056.23
ETFC2.0110.29
UAL1.9111.71

Fund Basics

Morningstar Overall Rating:
Total Assets:259.55M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.74%

Performance & Risk

YTD Return:9.52%
5y Avg Return:19.00%
Rank in Category (ytd):9
% Rank in Category (ytd):2.21%
Beta (3y):1.53
Morningstar Risk Rating:5

Fund Summary

The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time. The fund invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE MKT and NASDAQ. It may invest in stocks for which there is relatively low market liquidity, as periodically determined by the Adviser based on the stock's trading volume. View More
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