Bridgeway Aggressive Investors 2
(MUTF:BRAIX) Watch this mutual fundFind more results for
BRAIX
Performance
Trailing returns
| 1 day |
| -2.03% | |||
| 1 week | +0.58% |
| |||
| 4 week |
| -2.74% | |||
| 3 month | +8.06% |
| |||
| YTD | +23.29% |
| |||
| 1 year | +42.84% |
| |||
| 3 years* |
| -10.00% | |||
| 5 years* |
| -0.26% | |||
| *annualized | |||||
| Best 3 month return | +30.62% | |
| Worst 3 month return | -49.17% |
Morningstar statistics
Morningstar category: Mid-Cap Growth
| Return | Risk | Rating | |
| 3 years | Below Average | High |
 
|
| 5 years | Below Average | High |
|
| 10 years | - | - | - |
| Overall | Below Average | High |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 384.27M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.20% | |
| Management fee | - | |
| Fund family | Bridgeway |
Asset allocation
| Cash | 2.18% | |
| Stocks | 97.82% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $2,000 | |
| Additional | $100 | |
| IRA Initial | $2,000 | |
| AIP Initial | $2,000 | |
| AIP Additional | $50 |
12.00
-0.07 (-0.58%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks to exceed total market returns.
The fund invests in a diversified portfolio of common stocks representing companies of all sizes that are listed on the New York Stock Exchange, the American Stock Exchange and NASDAQ. The fund may invest up to 25% of assets in a single company and it may invest up to 15% of assets in foreign companies.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Elena Khoziaeva (Started: May 19, 2006)
Michael Whipple (Started: May 19, 2006)
Rasool Shaik (Started: Oct 26, 2007)
John Montgomery (Started: Oct 31, 2001)
Elena Khoziaeva (Started: May 19, 2006)
Michael Whipple (Started: May 19, 2006)
Rasool Shaik (Started: Oct 26, 2007)
John Montgomery (Started: Oct 31, 2001)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -4.00 | -4.47 | 1.53 | - | |
| Beta* | 0.87 | 1.07 | 1.24 | - | |
| Mean annual return | 0.53 | -0.63 | 0.24 | - | |
| R-squared* | 77.52 | 92.40 | 65.77 | - | |
| Standard deviation | 23.24 | 26.83 | 24.39 | - | |
| Sharpe ratio | 0.27 | -0.37 | -0.01 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Equinix, Inc. (EQIX) | 3.76% | |
| Life Technologies Corp (LIFE) | 3.12% | |
| Synaptics, Inc. (SYNA) | 2.25% | |
| BlackRock Liquidity TempCash Instl | 2.18% | |
| Warnaco Group, Inc. (WRC) | 2.11% | |
| Bristol-Myers Squibb Company (BMY) | 2.07% | |
| Atwood Oceanics, Inc. (ATW) | 2.00% | |
| Sepracor, Inc. (SEPR) | 1.97% | |
| Earthlink, Inc. (ELNK) | 1.93% | |
| Tetra Tech, Inc. (TTEK) | 1.85% |