Bridgeway Aggressive Investors 1 Fund

Class Other (BRAGX)
Scorecard
2 / 5 Stars
Lipper
2 2 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#53 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap 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 35.54 percent over the past year, 13.95 percent over the past three years, 21.54 percent over the past five years, and 5.59 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.8%
1 Year 35.5%
3 Years (Annualized) 14.0%
5 Years (Annualized) 21.5%
10 Years (Annualized) 5.6%

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Summary

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

Fees are Low compared to funds in the same category.
Bridgeway Aggressive Investors 1 Fund has an expense ratio of 0.74 percent.

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Risk

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

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