BRLIX : Bridgeway Blue Chip Fund

BRLIX is a US Stocks Market Large Blend with LOW fees.

BRLIX

Bridgeway Blue Chip Fund

FI Score

72 /100

Expense Ratio Rating

9 /10

Expense Rating

9 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

72% FI Score
  • brlix
  • Mutual Fund
  • US Stocks
  • Large Blend

Bridgeway Blue Chip Fund

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund seeks to achieve its objective by investing in blue-chip stocks, while minimizing the distribution of capital gains and minimizing costs. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in blue-chip stocks as determined at the time of purchase. The Adviser selects stocks within the blue-chip category using a statistical approach that primarily considers market capitalization.

Largest Holdings

Amount Holding
4.07% Apple Inc
4.04% Amazon.com Inc
4.02% Microsoft Corp
3.97% Visa Inc Class A
3.90% Procter & Gamble Co
3.38% Qualcomm Inc
3.34% JPMorgan Chase & Co
3.30% Facebook Inc A
3.13% Bank of America Corp
2.54% Exxon Mobil Corp
2.53% Chevron Corp
2.52% Walmart Inc
2.50% Merck & Co Inc
2.49% Pfizer Inc
2.49% International Business Machines Corp
2.46% Boeing Co
2.46% Cisco Systems Inc
2.43% UnitedHealth Group Inc
2.43% Johnson & Johnson
2.42% United Parcel Service Inc Class B
2.42% Berkshire Hathaway Inc Class B
2.41% McDonald's Corp
2.41% Verizon Communications Inc
2.40% Citigroup Inc
2.40% Coca-Cola Co

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