Bridgeway Blue Chip 35 Index Fund

Class No Load (BRLIX)
Scorecard
3 / 5 Stars
Lipper
3 3 5 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#54 in Large Blend

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.30 percent over the past year, 14.40 percent over the past three years, 21.48 percent over the past five years, and 6.28 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.6%
1 Year 21.3%
3 Years (Annualized) 14.4%
5 Years (Annualized) 21.5%
10 Years (Annualized) 6.3%

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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.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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