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Bridges Investment Fund BRGIX

Medalist Rating as of | See Bridges Investment Hub
  • NAV / 1-Day Return 102.01  /  +0.41 %
  • Total Assets 224.9 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.01%
  • Turnover 9%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis BRGIX

Will BRGIX outperform in future?

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

Bridges Investment Fund’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings BRGIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.40 19.6 Mil
Technology

Apple Inc

8.33 17.3 Mil
Technology

Amazon.com Inc

7.30 15.2 Mil
Consumer Cyclical

Alphabet Inc Class A

5.37 11.2 Mil
Communication Services

Alphabet Inc Class C

5.35 11.1 Mil
Communication Services

NVIDIA Corp

4.64 9.7 Mil
Technology

Mastercard Inc Class A

4.51 9.4 Mil
Financial Services

Visa Inc Class A

4.00 8.3 Mil
Financial Services

Old Dominion Freight Line Inc Ordinary Shares

3.90 8.1 Mil
Industrials

Palo Alto Networks Inc

3.76 7.8 Mil
Technology