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Bridges Investment Fund Class I: (MF: BRGIX)
(NASDAQ Mutual Funds) As of Dec 1, 2023 08:00 PM ET
$90.87 USD
-2.86 (-3.05%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
Incepted in 1963, Bridges Investment Management, Inc manages the fund. The fund¿s primary investment objective is long-term capital growth, with a secondary objective of generation of a moderate amount of investment income. The fund seeks to achieve its investment objectives by investing primarily in a diversified portfolio of common stocks and convertible securities which fund management believes offers the potential for increased earnings and dividends over time. Normally, such equity securities represent 60% or more of the fund¿s assets. The fund distributes dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Bridges Investment | BRGIX | NA | NA | 0.00 | 0.00 | 0.50 | 0.75 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Bridges Investment Fund | BRGIX | 90.87 | 7/1/1963 | 5.34 | 28.60 | 10.66 | 12.44 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Bridges Investment | BRGIX | 1000 | 0 | 1000 | Q |
Contact Information
| Family | Bridges |
| Address | 13333 California Street, Suite 500 Omaha, NE 68154 |
| Phone | 866 934-4700 |