Bridgeway Aggressive Investors 2

 (MUTF:BRAIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-3.34%  
1 week
   
-4.38%  
4 week
   
-11.91%  
3 month
   
-10.39%  
YTD   +1.22%
   
1 year
   
-16.83%  
3 years*   +6.42%
   
5 years*
   
-8.47%  
*annualized
Best 3 month return+30.62%  
Worst 3 month return-49.17%  

Morningstar statistics

Morningstar category: Mid-Cap Blend
  Return Risk Rating
3 years Low Above Average
5 years Low Above Average
10 years Low Above Average
Overall Low Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets157.60M 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyBridgeway 

Asset allocation

Cash0.00%  
Stocks100.00%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,000  
Additional$100  
IRA Initial$2,000  
AIP Initial$2,000  
AIP Additional$50  
12.43-0.43(-3.34%)
Jun 1, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to exceed total market returns 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 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) »
Asset managers:
Elena Khoziaeva (Started: Dec 31, 2005)
Michael Whipple (Started: Dec 31, 2005)
Rasool Shaik (Started: Oct 26, 2007)
John Montgomery (Started: Oct 31, 2001)
Advisor Company:
Bridgeway Capital Management, Inc
Fund family reports on Morningstar »
Bridgeway, 55615 Kirby Drive, Suite 518

Risk

  1 year 3 years 5 years 10 years  
Alpha* -17.90 -10.62 -4.45 -0.31
Beta* 1.66 1.32 1.22 1.22
Mean annual return -0.68 1.21 -0.10 0.54
R-squared* 94.04 86.17 77.65 67.94
Standard deviation 28.56 22.23 26.40 23.45
Sharpe ratio -0.29 0.65 -0.08 0.20
* Against standard index

Top 10 holdings

Security Net Assets  
Apple, Inc. (AAPL) 2.76%  
Seagate Technology PLC (STX) 2.70%  
NeuStar, Inc. (NSR) 2.30%  
Domino's Pizza, Inc. (DPZ) 2.18%  
Discover Financial Services (DFS) 2.11%  
United Rentals Inc (URI) 2.11%  
Cirrus Logic, Inc. (CRUS) 2.05%  
Monster Beverage Corp (MNST) 2.02%  
Triumph Group, Inc. (TGI) 1.96%  
MasterCard Incorporated Class A (MA) 1.73%