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Fund |
| Fund name: Bridgeway Aggressive Growth
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| Symbol: BRAGX
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Portfolio contains these types of investments:
Timberland Cl A - Advanced Micro Devices - BARRA - Newport - Vintage Petro - SDL - Chevron - Salton - Siebel Sys - JDS Uniphase
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| Minimum Investment: $2,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
Bridgeway Aggressive Growth Portfolio seeks to exceed the stock market total return over the long term, assuming a level of risk roughly equal to that of the stock market. The fund normally invests close to 100% of the value of assets in common stocks. It may employ leverage. The fund may hold some stocks that pay high dividends, but it typically has a lower dividend yield than the stock market as a whole. When selecting securities, the fund evaluates companies based on factors that include market capitalization, earnings history, and liquidity. The fund reserves the right to invest in convertible securities and warrants. It may use various hedging techniques.
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Expenses
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| Annual expense ratio: 1.80
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| Tax Efficiency: 95.3
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: -15.
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| Performance Year to Date: -12.
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| Performance 12 Months: 13.6
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| Performance 3 Years: 44.1
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| Performance 5 Years: 36.1
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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