2 / 5 Stars
3 2 1 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#34 in Mid-Cap Blend
U.S. News evaluated 135 Mid-Cap 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 32.14 percent over the past year, 16.37 percent over the past three years, 19.00 percent over the past five years, and 6.40 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.5%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||6.4%|
The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time. The fund invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE MKT and NASDAQ. It may invest in stocks for which there is relatively low market liquidity, as periodically determined by the Adviser based on the stock's trading volume.
Fees are Average compared to funds in the same category.
Bridgeway Aggressive Investors 1 Fund has an expense ratio of 0.74 percent.
Risk is High compared to funds in the same category according to Morningstar.