Bridges Investment Fund holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Bridges Investment Fund BRGIX
- NAV / 1-Day Return 108.52 / −1.20 %
- Total Assets 218.3M
-
Adj. Expense Ratio
0.710%
- Expense Ratio 0.710%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 8%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:02 AM GMT+0
Morningstar’s Analysis BRGIX
Will BRGIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BRGIX 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 BRGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 61.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 10.57 | 21M | Communication Services |
NVIDIA Corp | 9.56 | 19M | Technology |
Amazon.com Inc | 7.70 | 15M | Consumer Cyclical |
Microsoft Corp | 7.27 | 15M | Technology |
Apple Inc | 6.58 | 13M | Technology |
Meta Platforms Inc Class A | 4.87 | 10M | Communication Services |
Mastercard Inc Class A | 4.15 | 8M | Financial Services |
Palo Alto Networks Inc | 3.75 | 7M | Technology |
Old Dominion Freight Line Inc Ordinary Shares | 3.57 | 7M | Industrials |
Visa Inc Class A | 3.46 | 7M | Financial Services |
United States