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Bridgeway Managed Volatility (BRBPX)

13.52 Up 0.01(0.07%) Apr 15
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Prev Close:13.52
YTD Return*:2.72%
Net Assets*:39.58M
Yield*:0.25%

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
Temporary Invt Fd2.00-2.81
XOM1.98-2.91
AAPL1.721.11
T1.43-1.93
MPC1.365.37

Fund Basics

Morningstar Overall Rating:
Total Assets:39.58M
Category:Long/Short Equity
Annual Report Expense Ratio (net):0.94%

Performance & Risk

YTD Return:2.72%
5y Avg Return:8.49%
Rank in Category (ytd):15
% Rank in Category (ytd):4.55%
Beta (3y):0.40
Morningstar Risk Rating:2

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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