4 / 5 Stars
4 3 5 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#41 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.18 percent over the past year, 14.08 percent over the past three years, 18.72 percent over the past five years, and 6.00 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||18.7%|
|10 Years (Annualized)||6.0%|
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund seeks to achieve its objective by approximating the total return of the Bridgeway Ultra-Large 35 Index (the "index"), a proprietary index composed by the Adviser, while minimizing the distribution of capital gains and minimizing costs. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in blue chip company stocks included within the index. The fund invests in the stocks that comprise the index and seeks to approximately match the index composition and weighting.
Fees are Below Average compared to funds in the same category.
Bridgeway Blue Chip 35 Index Fund has an expense ratio of 0.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.