Bridges Investment Fund
BRGIX
NASDAQ
| Weiss Ratings | BRGIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRGIX-NASDAQ | Click to Compare |
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| Provider | Bridges | |||
| Manager/Tenure (Years) | Jack J. Holmes (1), Connor Pugno (1) | |||
| Website | http://www.bridgesinv.com | |||
| Fund Information | BRGIX-NASDAQ | Click to Compare |
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| Fund Name | Bridges Investment Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jul 01, 1963 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRGIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BRGIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.76% | |||
| Asset Allocation | BRGIX-NASDAQ | Click to Compare |
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| Cash | 1.07% | |||
| Stock | 98.93% | |||
| U.S. Stock | 97.50% | |||
| Non-U.S. Stock | 1.43% | |||
| 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 | BRGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.65% | |||
| 30-Day Total Return | 3.36% | |||
| 60-Day Total Return | 1.66% | |||
| 90-Day Total Return | 6.40% | |||
| Year to Date Total Return | 6.12% | |||
| 1-Year Total Return | 13.27% | |||
| 2-Year Total Return | 42.97% | |||
| 3-Year Total Return | 74.25% | |||
| 5-Year Total Return | 81.14% | |||
| Price | BRGIX-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 | BRGIX-NASDAQ | Click to Compare |
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| Nav | $115.15 | |||
| 1-Month Low NAV | $112.63 | |||
| 1-Month High NAV | $116.71 | |||
| 52-Week Low NAV | $91.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $124.30 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | BRGIX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 16.02 | |||
| Balance Sheet | BRGIX-NASDAQ | Click to Compare |
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| Total Assets | 238.51M | |||
| Operating Ratios | BRGIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.71% | |||
| Turnover Ratio | 6.00% | |||
| Performance | BRGIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.33% | |||
| Last Bear Market Total Return | -19.75% | |||