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Bridgeway Aggressive Investors 1 BRAGX

Medalist Rating as of | See Bridgeway Investment Hub
  • NAV / 1-Day Return 85.44  /  +1.05 %
  • Total Assets 179.5 Mil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.79%
  • Turnover 81%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BRAGX

Will BRAGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Bridgeway Aggressive Investors 1's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings BRAGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.78 6.9 Mil
Technology

NVIDIA Corp

3.54 6.4 Mil
Technology

Amazon.com Inc

3.38 6.1 Mil
Consumer Cyclical

Apple Inc

2.46 4.5 Mil
Technology

Molina Healthcare Inc

2.38 4.3 Mil
Healthcare

AppLovin Corp Ordinary Shares - Class A

2.29 4.2 Mil
Technology

Cencora Inc

2.10 3.8 Mil
Healthcare

Builders FirstSource Inc

2.07 3.8 Mil
Industrials

Johnson & Johnson

2.01 3.6 Mil
Healthcare

Meta Platforms Inc Class A

1.98 3.6 Mil
Communication Services