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Bridges Investment Fund (BRGIX)
At close: 8:01 PM EDT
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101.26 - YTD Return 10.96%
- Expense Ratio 0.75%
- Category Large Growth
- Last Cap Gain 74.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 227.5M
- Beta (5Y Monthly) 1.10
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 5.00%
- Last Dividend 0.01
- Inception Date Jul 1, 1963
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.
Bridges
Fund Family
Large Growth
Fund Category
227.5M
Net Assets
1963-07-01
Inception Date
Performance Overview: BRGIX
Trailing returns as of 4/24/2024. Category is Large Growth.
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Holdings: BRGIX
Top 10 Holdings (58.30% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBRGIX
Technology 32.39%
Financial Services 21.43%
Communication Services 14.34%
Consumer Cyclical 14.16%
Healthcare 9.11%
Industrials 7.23%
Energy 0.91%
Real Estate 0.44%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Recent News: BRGIX
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