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Bridgeway Aggressive Investors 1 BRAGX

Medalist Rating as of | See Bridgeway Investment Hub
  • NAV / 1-Day Return 84.97  /  +0.44 %
  • Total Assets 180.4 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 0.79%
  • Turnover 81%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:12 AM GMT+0

Morningstar’s Analysis BRAGX

Will BRAGX outperform in future?

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

Bridgeway Aggressive Investors 1's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of 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.

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Portfolio Holdings BRAGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.86 6.1 Mil
Technology

Amazon.com Inc

3.26 5.2 Mil
Consumer Cyclical

Apple Inc

3.16 5.0 Mil
Technology

NVIDIA Corp

3.09 4.9 Mil
Technology

Molina Healthcare Inc

2.39 3.8 Mil
Healthcare

Cencora Inc

2.03 3.2 Mil
Healthcare

Amgen Inc

1.94 3.1 Mil
Healthcare

Builders FirstSource Inc

1.89 3.0 Mil
Industrials

JPMorgan Chase & Co

1.80 2.9 Mil
Financial Services

Alphabet Inc Class A

1.80 2.8 Mil
Communication Services