| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#65 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.47 percent over the past year, 12.70 percent over the past three years, 6.09 percent over the past five years, and 7.02 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.2% |
| 1 Year | 18.5% |
| 3 Years (Annualized) | 12.7% |
| 5 Years (Annualized) | 6.1% |
| 10 Years (Annualized) | 7.0% |
Summary
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
Fees are Average compared to funds in the same category.
Bridgeway Blue Chip 35 Index Fund has an expense ratio of 0.15 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
