Bridgeway Blue-Chip 35 Index
5615 Kirby Drive Suite 518 Houston TX 77005-2448
Map
Phone: 800-661-3550
| Category: | Large Blend | | Fund Family: | Bridgeway | | Net Assets: | 225.03M | | Year-to-Date Return: | -17.65% | | Yield: | 1.56% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-97 |
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John Montgomery
Lead Manager since
31-Jul-97 | | | 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 provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund normally invests at least 80% of net assets in blue chip Company stocks included within the Bridgeway Ultra-Large 35 index. |
| Last Dividend
(18-Dec-07):
| 0.11 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 71.67% |
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| Expense | BRLIX | Category
Avg | | Total Expense Ratio: | 0.15%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$48 | $572 | | 5 Yr Expense Projection*: |
$85 | $873 | | 10 Yr Expense Projection*: |
$192 | $1,733 |
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11.08% Nasdaq 
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