Nasdaq - Delayed Quote • USD
Bridges Investment Fund (BRGIX)
At close: April 26 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 47 |
| Number of Years Down | 13 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BRGIX | Category Average | BRGIX | Category Average | BRGIX | Category Average | |
| Alpha | -1.61 | 0.03 | -0.73 | 0.04 | -1.46 | 0.01 |
| BETA | 1.1 | 0.01 | 1.1 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.98 | 0.02 | 1.37 | 0.02 | 1.08 | 0.01 |
| R-squared | 94.34 | 0.89 | 95.36 | 0.87 | 95.16 | 0.87 |
| Standard Deviation | 19.96 | 0.2 | 20.68 | 0.16 | 16.91 | 0.15 |
| Sharpe Ratio | 0.45 | 0.01 | 0.69 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 6.65 | 0.21 | 11.9 | 0.21 | 9.85 | 0.15 |
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