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Bridges Investment Fund Class I: (MF: BRGIX)

(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET

$102.73 USD

-0.71 (-0.69%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -6.23 96
3 months -6.23 96
6 months -3.37 84
1 Year 8.00 28
3 Year 11.30 3
5 Year 19.96 6
10 Year 12.69 1

* 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) 963.24

Load Adjusted Returns as of Mar 31, 2025

1 Year 8.00
5 Year 19.96
10 Year 12.69
Since Inception 9.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.23 NA NA NA
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
2020 -18.76 26.30 11.12 10.91

Annual Return

20252024202320222021202020192018201720162015
% Total Return -6.2327.7938.91-23.8525.9226.4432.13-3.7521.977.100.32
% Total Return Rel to Index -1.962.7712.66-5.65-2.758.040.640.640.17-4.83-1.06
% Total Return Rel to Peer -5.7511.9523.63-13.061.5818.236.493.814.56-4.213.54
% Perf Quintile vs Peer* 0.000.001.005.003.001.001.001.001.005.002.00
% Dividends 0.000.000.015.010.000.080.280.270.200.290.27
% Yield 0.000.000.006.470.000.080.360.460.310.540.53
Capital Gains ($) 0.0011.293.265.017.103.382.440.672.110.480.52
Expense Ratio 0.000.710.720.770.720.770.790.770.790.820.80

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