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  •  Dow Down 0.45% Nasdaq Down 0.49%

    Bridgeway Managed Volatility (BRBPX)

    14.31 Down 0.03(0.21%) Feb 27
    Prev Close:14.34
    YTD Return*:-0.86%
    Net Assets*:48.62M
    Yield*:0.13%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for BRBPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MU1.91-18.78
    MPC1.604.08
    CAR1.29-12.01
    VLO1.129.98
    PNC1.07-5.01

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:48.62M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:-0.86%
    5y Avg Return:5.73%
    Rank in Category (ytd):37
    % Rank in Category (ytd):8.03%
    Beta (3y):0.30
    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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