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Bridgeway Fund Aggressive Investors 1: (MF: BRAGX)
(NASDAQ Mutual Funds) As of May 1, 2024 08:00 PM ET
$80.50 USD
-0.17 (-0.21%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in August 1994 and is managed by Bridgeway Capital Management, Inc. The fund seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time (three years or more). The fund invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, the American Stock Exchange and NASDAQ. The fund may also invest up to 25% of assets in a single company. The fund distributes dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Bridgeway Aggressive Investors 1 | BRAGX | NA | NA | 0.00 | 0.00 | 0.05 | 0.43 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Bridgeway Aggressive Investors 1 | BRAGX | 80.50 | 8/5/1994 | 0.00 | 34.05 | 7.25 | 10.36 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Bridgeway Aggressive Investors 1 | BRAGX | 2000 | 100 | 0 | A |
Contact Information
| Family | Bridgeway |
| Address | 5615 Kirby Dr, Ste 518 Houston, TX 77005 |
| Phone | 800 661-3550 |