Bridgeway Aggressive Investors 2
5615 Kirby Drive Suite 518 Houston TX 77005-2448
Map
Phone: 800-661-3550
| Category: | Mid-Cap Growth | | Fund Family: | Bridgeway | | Net Assets: | 751.53M | | Year-to-Date Return: | -15.01% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-01 |
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John Montgomery
Lead Manager since
31-Oct-01 | | | Montgomery, founder and vice president of Bridgeway, is responsible for selecting the securities that the Fund purchases and sells. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $100 |
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| 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. |
| Last Dividend
| N/A | | Last Cap Gain
(18-Dec-07):
| 0.57 | | Annual Holdings Turnover
| 124.00% | | Average for Category:
| 113.42% |
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| Expense | BRAIX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$378 | $697 | | 5 Yr Expense Projection*: |
$654 | $1,085 | | 10 Yr Expense Projection*: |
$1,443 | $2,151 |
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0.65% Nasdaq 
0.39 (1.91%) 
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