Bridgeway Managed Volatility (BRBPX)
12.76 
0.01(0.08%) May 24
| Prev Close: | 12.77 |
|---|
| YTD Return*: | 2.47% |
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| Net Assets*: | 25.14M |
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| Yield*: | 0.41% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Reports
- No Reports available for BRBPX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| S&P500 Emini Fut Mar13 | 35.11 | 9.12 |
| Temporary Invt Fd | 5.66 | 3.99 |
| GPS | 1.51 | 12.35 |
| XOM | 1.44 | -18.61 |
| TRV | 1.34 | 6.69 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 25.14M |
| Category: | Long/Short Equity |
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| Annual Report Expense Ratio (net): | 0.94% |
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Performance & Risk
| YTD Return: | 2.47% |
| 5y Avg Return: | 2.24% |
| Rank in Category (ytd): | 62 |
| % Rank in Category (ytd): | 25% |
| Beta (3y): | 0.44 |
| 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 typically 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.
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