3 / 5 Stars
3 3 4 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#149 in Large Growth
U.S. News evaluated 466 Large Growth 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 31.89 percent over the past year, 15.47 percent over the past three years, 22.30 percent over the past five years, and 6.85 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.5%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||6.9%|
The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of large stocks that are listed on the New York Stock Exchange, NYSE MKT, and NASDAQ. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in stocks from among those in the large-cap growth category at the time of purchase. The Adviser selects stocks within the large-cap growth category for the fund using a statistically driven approach.
Fees are Average compared to funds in the same category.
Bridgeway Large Cap Growth Fund has an expense ratio of 0.84 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.