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  •  Dow Up 1.31% Nasdaq Up 0.98%

    Bridgeway Managed Volatility (BRBPX)

    13.98 0.00(0.00%) Jan 29
    Prev Close:13.98
    YTD Return*:5.95%
    Net Assets*:48.30M
    Yield*:0.13%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for BRBPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MU1.25-0.74
    MPC1.151.53
    VLO1.091.70
    BCR0.900.52
    GPS0.90-0.02

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:48.3M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:5.95%
    5y Avg Return:5.78%
    Rank in Category (ytd):28
    % Rank in Category (ytd):8.59%
    Beta (3y):0.31
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks to provide a high current return with short-term risk less than or equal to 40% of the stock market. The fund invests up to 75% of its assets in common stocks and options on any size companies on which options are traded on a national securities exchange. It invests at least 25% of its assets in equities. The fund may invest up to 15% of its total assets in foreign securities. The Adviser normally invests at least 25% of its total assets in fixed-income securities: U.S. government obligations, mortgage and asset-backed securities, corporate bonds, collateralized mortgage obligations, and/or other fixed-income instruments. View More
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