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 Dow Down 0.17% Nasdaq Up 0.48%

Bridgeway Managed Volatility (BRBPX)

14.00 0.00(0.00%) Jul 29
Prev Close:14.00
YTD Return*:5.29%
Net Assets*:46.98M
Yield*:0.24%

* As of 30-Jun-14

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

Headlines

ยป More Headlines for BRBPX

Top Holdings

Symbol% AssetsYTD Return %
Temporary Invt Fd3.5217.82
AAPL1.503.53
T1.307.68
GPS1.19-13.39
MPC1.1726.31

Fund Basics

Morningstar Overall Rating:
Total Assets:46.98M
Category:Long/Short Equity
Annual Report Expense Ratio (net):0.94%

Performance & Risk

YTD Return:5.29%
5y Avg Return:7.19%
Rank in Category (ytd):18
% Rank in Category (ytd):5.49%
Beta (3y):0.39
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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