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Morningstar

Bridgeway Aggressive Investors 1 BRAGX

Morningstar Medalist Rating
Medalist Rating as of | See Bridgeway Investment Hub
  • NAV / 1-Day Return 84.89  /  +1.28 %
  • Total Assets 173.4 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 0.75%
  • Turnover 81%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Bridgeway Aggressive Investors 1's recent fee cut and People Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRAGX

More BRAGX Holdings
  • 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