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Bridges Investment Fund Class I: (MF: BRGIX)

(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET

$117.38 USD

-0.85 (-0.72%)

Zacks MF Rank

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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        

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Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 22.20 1
3 months 9.36 1
6 months 12.32 11
1 Year 29.18 5
3 Year 10.47 8
5 Year 17.88 1
10 Year 13.23 1

* Annual for three years and beyond.

Zacks Premium Research for BRGIX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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Portfolio Statistics

% Unrealized Gain 74.09
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 8/31/2024 244.95
% Turnover 8/31/2024 5.00

Risk

3 Year 5 Year 10 Year
Beta 1.04 1.07 1.06
Alpha 1.08 1.11 -0.30
R Squared 0.91 0.93 0.94
Std. Dev. 19.25 20.00 16.81
Sharpe 0.45 0.88 1.00

Sector / Country Weightings

As of 8/31/2024 % of Portfolio
Technology 50.08
Finance 17.07
Retail Trade 15.06
Industrial Cyclical 6.92
Other 4.44
Non-Durable 3.19
Health 2.34
Energy 0.90

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2024)
% of Portfolio Value (Mil$)
MICROSOFT CORP 9.62 21.88
AMAZON.COM INC 7.93 18.04
NVIDIA CORP 7.74 17.62
APPLE INC 6.33 14.40
ALPHABET INC CLASS A 5.31 12.07
ALPHABET INC CLASS C 5.29 12.03
MASTERCARD INC 4.66 10.59
VISA INC 3.93 8.93
OLD DOMINION FREIGHT LINE 3.86 8.77

Stock Holding % of Net Assets

As Of 3/31/2024
Total Issues 38
Avg. P/E 32.41
Avg. P/Book 3.72
Avg. EPS Growth 15.2
Avg. Market Value (Mil $) 705,589

Allocation

% of Portfolio
Large Growth 29.89
Large Value 0.00
Small Growth 12.34
Small Value 0.00
Foreign Stock 13.20
Emerging Market 6.15
Precious Metal 0.00
Intermediate Bond 7.36
Foreign Bond 10.05
High Yield Bond 0.00