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Bridges Investment Fund Class I: (MF: BRGIX)

(NASDAQ Mutual Funds) As of Jul 2, 2026 04:50 PM ET

$112.55 USD

+0.90 (0.81%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.58 88
3 months 9.29 14
6 months 4.99 88
1 Year 17.19 78
3 Year 20.14 27
5 Year 12.36 24
10 Year 15.30 7

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 84.67
Bear Market (10/07 - 2/09) -45.74
Bull Market (2/09 - 3/21) 1,092.51

Load Adjusted Returns as of May 31, 2026

1 Year 6.64
5 Year 10.54
10 Year 13.81
Since Inception 8.99

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -9.74 NA NA NA
2025 -6.23 10.07 5.50 1.75
2024 10.95 6.48 4.96 3.04
2023 11.51 14.12 -2.14 11.54
2022 -8.08 -19.75 -6.48 10.38
2021 3.11 10.37 0.80 9.77

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.5810.8027.7938.91-23.8525.9226.4432.13-3.7521.977.10
% Total Return Rel to Index -5.15-7.412.7712.66-5.65-2.758.040.640.640.17-4.83
% Total Return Rel to Peer -6.03-4.2511.9523.63-13.061.5818.236.493.814.56-4.21
% Perf Quintile vs Peer* 5.005.001.001.005.003.001.001.001.001.005.00
% Dividends 0.000.000.000.015.010.000.080.280.270.200.29
% Yield 0.000.000.000.006.470.000.080.360.460.310.54
Capital Gains ($) 0.0012.0411.293.265.017.103.382.440.672.110.48
Expense Ratio 0.000.710.710.720.770.720.770.790.770.790.82

* 1 = Top 20%, 5 = Bottom 20%