Bridgeway Aggressive Investors 1 Fund
BRAGX
NASDAQ
Weiss Ratings | BRAGX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | BRAGX-NASDAQ | Click to Compare |
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Provider | Bridgeway | |||
Manager/Tenure (Years) | John N.R. Montgomery (31), Elena Khoziaeva (19), Jacob Pozharny (1), 1 other | |||
Website | http://www.bridgeway.com | |||
Fund Information | BRAGX-NASDAQ | Click to Compare |
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Fund Name | Bridgeway Aggressive Investors 1 Fund | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Aggressive Growth | |||
Inception Date | Aug 05, 1994 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 2,000.00 | |||
Minimum Subsequent Investment | 100.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | BRAGX-NASDAQ | Click to Compare |
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Dividend Yield | 0.47% | |||
Dividend | BRAGX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.24% | |||
Asset Allocation | BRAGX-NASDAQ | Click to Compare |
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Cash | 0.18% | |||
Stock | 99.82% | |||
U.S. Stock | 97.83% | |||
Non-U.S. Stock | 1.99% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | BRAGX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.42% | |||
30-Day Total Return | 3.45% | |||
60-Day Total Return | 1.55% | |||
90-Day Total Return | 6.69% | |||
Year to Date Total Return | 11.59% | |||
1-Year Total Return | 28.66% | |||
2-Year Total Return | 61.84% | |||
3-Year Total Return | 84.13% | |||
5-Year Total Return | 102.66% | |||
Price | BRAGX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | BRAGX-NASDAQ | Click to Compare |
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Nav | $107.47 | |||
1-Month Low NAV | $105.41 | |||
1-Month High NAV | $108.84 | |||
52-Week Low NAV | $80.49 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $108.84 | |||
52-Week High Price (Date) | Aug 28, 2025 | |||
Beta / Standard Deviation | BRAGX-NASDAQ | Click to Compare |
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Beta | 1.21 | |||
Standard Deviation | 18.99 | |||
Balance Sheet | BRAGX-NASDAQ | Click to Compare |
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Total Assets | 214.73M | |||
Operating Ratios | BRAGX-NASDAQ | Click to Compare |
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Expense Ratio | 0.48% | |||
Turnover Ratio | 65.00% | |||
Performance | BRAGX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 29.96% | |||
Last Bear Market Total Return | -21.12% | |||