BRAGX : Bridgeway Aggressive Investors 1 Fund

BRAGX is a US Stocks Market Mid-Cap Blend with LOW fees.

BRAGX

Bridgeway Aggressive Investors 1 Fund

FI Score

57 /100

Expense Ratio Rating

8 /10

Expense Rating

7 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

57% FI Score
  • bragx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Bridgeway Aggressive Investors 1 Fund

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time (three year intervals or more). The fund invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE American and NASDAQ. It may invest in stocks for which there is relatively low market liquidity, as periodically determined by the Adviser based on the stock's trading volume.

Largest Holdings

Amount Holding
3.33% Apple Inc
2.44% Target Corp
2.28% Micron Technology Inc
2.06% American Tower Corp
2.02% CDW Corp
1.64% RingCentral Inc Class A
1.61% Biogen Inc
1.53% The Hershey Co
1.51% Insulet Corp
1.50% Rollins Inc
1.49% Crown Castle International Corp
1.43% Dollar General Corp
1.41% Cadence Design Systems Inc
1.41% Hormel Foods Corp
1.37% Ameriprise Financial Inc
1.34% Realty Income Corp
1.33% Fiat Chrysler Automobiles NV
1.33% Advanced Micro Devices Inc
1.31% Lockheed Martin Corp
1.30% Cardinal Health Inc
1.30% Zynga Inc Class A
1.29% UnitedHealth Group Inc
1.29% RenaissanceRe Holdings Ltd
1.27% Fastenal Co
1.26% DaVita Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo