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Bridgeway Blue Chip (BRLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.81-0.17 (-1.70%)
At close: 09:01PM EDT

Bridgeway Blue Chip

Houston, TX 77005-2448

5615 Kirby Drive Suite 518

Bridgeway Funds Inc

Management information
John N.R. Montgomery,Lead manager since 30 July 1997
John, CIO and President,founded Bridgeway in 1993.He worked with computer modeling and quantitative methods as a research engineer at MIT in the late 1970s. Later, as a student at Harvard, he investigated methods to apply modeling to portfolio management. He began applying these methods to his investments in 1985. Over the next 6 years, this style proved more successful than even John had expected. He left his full-time position in the transportation industry at the end of 1991 to perform full-time research on his models, study the mutual fund industry, and write a business plan for Bridgeway.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyBridgeway
Net assets203.52M
YTD return-20.89%
Yield2.87%
Morningstar rating★★★
Inception date30 Jul 1997

Fund operations

Last dividend0.10
Last cap gain68.00
Holdings turnover24.00%
Average for categoryN/A

Fees and expenses

ExpenseBRLIXCategory average
Annual report expense ratio (net)0.15%0.84%
Prospectus net expense ratio0.15%N/A
Prospectus gross expense ratio0.24%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A