3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#1 in Long/Short Equity
U.S. News evaluated 107 Long/Short Equity 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 8.07 percent over the past year, 5.15 percent over the past three years, 8.60 percent over the past five years, and 3.92 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||5.2%|
|5 Years (Annualized)||8.6%|
|10 Years (Annualized)||3.9%|
The investment seeks to provide a high current return with short-term risk less than or equal to 40% of the stock market. The fund invests up to 75% of its assets in common stocks and options on any size companies on which options are traded on a national securities exchange. It invests at least 25% of its assets in equities. The fund may invest up to 15% of its total assets in foreign securities. The Adviser normally invests at least 25% of its total assets in fixed-income securities: U.S. government obligations, mortgage and asset-backed securities, corporate bonds, collateralized mortgage obligations, and/or other fixed-income instruments.
Fees are Above Average compared to funds in the same category.
Bridgeway Managed Volatility Fund has an expense ratio of 0.94 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.