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 Dow Down 1.35% Nasdaq Down 1.12%
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Bridgeway Aggressive Investors 2 (BRAIX)

12.43 Down 0.43(3.34%) Jun 1

Prev Close:12.43
YTD Return*:14.66%
Net Assets*:157.60M
Yield*:0.73%

* As of 30-Apr-12

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

Headlines

  • No Headlines available for BRAIX at this time.

Reports

  • No Reports available for BRAIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.7643.74
STX2.7097.50
NSR2.306.94
DPZ2.189.90
URI2.1151.61

Fund Basics

Morningstar Overall Rating:
Total Assets:157.6M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.70%

Performance & Risk

YTD Return:14.66%
5y Avg Return:-4.76%
Rank in Category (ytd):11
% Rank in Category (ytd):2.57%
Beta (3y):1.32
Morningstar Risk Rating:4

Fund Summary

The investment seeks to exceed total market returns 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 representing companies of all sizes that are listed on the New York Stock Exchange, the American Stock Exchange and NASDAQ. The fund may invest up to 25% of assets in a single company and it may invest up to 15% of assets in foreign companies. View More
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