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Morningstar

Bridges Investment Fund BRGIX

Morningstar Medalist Rating
Medalist Rating as of | See Bridges Investment Hub
  • NAV / 1-Day Return 100.51  /  −0.74 %
  • Total Assets 222.2 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 —
  • Turnover 5%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 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.

  • Process Pillar

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

  • 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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRGIX

More BRGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.62 21.9 Mil
Technology

Amazon.com Inc

7.93 18.0 Mil
Consumer Cyclical

NVIDIA Corp

7.75 17.6 Mil
Technology

Apple Inc

6.33 14.4 Mil
Technology

Alphabet Inc Class A

5.31 12.1 Mil
Communication Services

Alphabet Inc Class C

5.29 12.0 Mil
Communication Services

Mastercard Inc Class A

4.66 10.6 Mil
Financial Services

Visa Inc Class A

3.93 8.9 Mil
Financial Services

Old Dominion Freight Line Inc Ordinary Shares

3.86 8.8 Mil
Industrials

Meta Platforms Inc Class A

3.63 8.3 Mil
Communication Services