Nasdaq - Delayed Quote USD

Bridges Investment Fund (BRGIX)

101.51 +1.86 (+1.87%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • E TRADE Financial
  • TD Ameritrade Trust Company
  • ETrade No Load Fee
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Sterne, Agee & Leach, Inc.,
  • Firstrade
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Met Life Resources MFSP Alliance List
  • DailyAccess Corporation Matrix

Fund Summary

The fund invests primarily in a diversified portfolio of common stocks, which fund management believes offers the potential for increased earnings and dividends over time. Normally, such equity securities will represent 60% or more of the fund's net assets. It may invest up to 15% of its total assets in U.S. dollar-denominated securities of foreign issuers traded on U.S. exchanges, and up to 20% of its total assets in American Depositary Receipts ("ADRs") traded on U.S. exchanges or in the U.S. over-the-counter market.

Fund Overview

Category Large Growth
Fund Family Bridges
Net Assets 227.5M
YTD Return 10.96%
Yield 0.00%
Morningstar Rating
Inception Date Jul 01, 1963

Performance & Risk

YTD Return 8.71%
5y Average Return 13.53%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

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