The firm's lasting product shelf is its strength. Its three-year risk-adjusted success ratio of 100% means that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. A sign of strength at Bridges is its longest-tenured management, which boasts 25 years of average asset-weighted tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.0 stars.
Bridges has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.