Morningstar

Bridgeway Aggressive Investors 1 Fund BRAGX

Morningstar Medalist Rating
Medalist Rating as of | See Bridgeway Investment Hub
  • NAV / 1-Day Return 108.32  /  +0.29 %
  • Total Assets 226.2M
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.33%
  • Turnover 61%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis BRAGX

Will BRAGX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bridgeway Aggressive Investors 1 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BRAGX

More BRAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.65 9M
Technology

Alphabet Inc Class A

3.88 8M
Communication Services

Microsoft Corp

3.74 8M
Technology

Apple Inc

3.13 6M
Technology

Lumentum Holdings Inc

2.29 5M
Technology

Amazon.com Inc

1.77 4M
Consumer Cyclical

Lam Research Corp

1.58 3M
Technology

Comfort Systems USA Inc

1.56 3M
Industrials

Devon Energy Corp

1.49 3M
Energy

NRG Energy Inc

1.41 3M
Utilities

Sponsor Center