Bridgeway Managed Volatility (BRBPX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Temporary Invt Fd||3.52||17.82|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.94%|
Performance & Risk
|5y Avg Return:||7.19%|
|Rank in Category (ytd):||18|
|% Rank in Category (ytd):||5.49%|
|Morningstar Risk Rating:||2|
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