… s valuation-consciousness and willingness to hold a slice of cash and bonds helped limit the pain. Bridgeway Blue Chip 35 Index BRLIX With just $338 million in assets, it's one of the smaller funds to make it through the screen, but …
… required" list. To see the complete list or customize the screen to fit your own criteria, click here . Bridgeway Blue Chip 35 Index BRLIX Low-cost broad-market index funds are superb "set it and forget it" holdings, providing a lot of …
… slight, stable-growth blue chips Johnson & Johnson JNJ and Colgate-Palmolive CL have held up well. Bridgeway Blue Chip 35 BRLIX , which tracks a custom index of mega-caps, has also posted strong relative performance. Finally, funds like Forester Value …
… blend 16,092.1 17.44 3.95 17 Dreyfus Appreciation DGAGX Large blend 3,307.7 16.35 4.34 12 Bridgeway Blue Chip 35 BRLIX Large blend 337.9 16.00 3.04 30 Davis Financial RPFGX Financial 610.2 15.84 0.37 17 This list is dominated by three …
… we highlight two of the funds the screener yielded. You can replicate this screen by clicking here . Bridgeway Blue Chip 35 Index BRLIX Average Moat Rating: 4.243 Lead manager John Montgomery and his team pave their own path with this …
… offerings. We highlight two of those below. Premium users can click here to replicate the screen. Bridgeway Blue - Chip 35 Index BRLIX This fund charts its own course, keeping a concentrated portfolio of just 38 of the largest blue-chip …
… more than four names. Montgomery and company also attempt to avoid paying capital gains distributions. Is Bridgeway Blue Chip 35 Index a better option than more popular index funds? This is certainly a distinctive fund. It owns only huge …
… 4- and 5-star stocks among its top holdings, including Abbott Laboratories ABT and Medtronic MDT. Bridgeway Blue Chip 35 Index BRLIX Average Weighted Moat Rating: 2.64 This mega-cap fund tracks 35 of the market's largest companies …
… of wide - moat firms . Although moats aren't yet a screenable data point , Jensen Portfolio JENSX , Bridgeway Blue Chip 35 Index BRLIX , Dreyfus Appreciation DGAGX , Vanguard Dividend Growth VDIGX , and Vanguard Dividend Appreciation …
… Lg blend 1,792.1 19.53 1.09 45 JP Morgan Intrepid Plus JPSAX Lg blend 126.6 16.70 -- -- Bridgeway Blue Chip 35 BRLIX Lg blend 201.9 16.00 1.17 42 MMA Praxis Core Stock MMPAX Lg blend 188.8 15.81 -1.94 95 Yacktman YACKX tops the …