Bridgeway Large-Cap Value N
5615 Kirby Drive Suite 518 Houston TX 77005-2448
Map
Phone: 800-661-3550
| Category: | Large Value | | Fund Family: | Bridgeway | | Net Assets: | 62.10M | | Year-to-Date Return: | -10.45% | | Yield: | 1.44% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-03 |
|
John Montgomery
Lead Manager since
31-Oct-03 | | | 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: | $500 |
|
| |
| The investment seeks to provide capital appreciation and some income. The fund will typically invest more than 80% of assets in companies that are in the large-cap value category at the time of purchase. |
| Last Dividend
(18-Dec-07):
| 0.21 | | Last Cap Gain
(18-Dec-07):
| 0.51 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 57.97% |
|
| Expense | BRLVX | Category
Avg | | Total Expense Ratio: | 0.79%
| 1.29% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$237 | $591 | | 5 Yr Expense Projection*: |
$411 | $899 | | 10 Yr Expense Projection*: |
$918 | $1,768 |
|
|
0.65% Nasdaq 
0.11 (0.73%) 
Profile
