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Bridgeway Aggressive Investors 1 (BRAGX) Fund Ranking and Research

Ranking, Research and Recommendation of Bridgeway Aggressive Investors 1 (BRAGX) Fund

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Graph of Bridgeway Aggressive Investors 1 Fund (BRAGX) ManagerFund Manager - John Montgomery

Fund Manager Information

Fund Manager Tenure: 25.2 years
Fund Family: Bridgeway
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of Bridgeway Aggressive Investors 1 Fund (BRAGX) ProfileBridgeway Aggressive Investors 1 Fund (BRAGX) Profile

Fund Profile and Description

Bridgeway Aggressive Investors 1 Fund seeks to exceed the stock market total return at a level of total risk roughly equal to that of the stock market over longer periods of time. Bridgeway Aggressive Investors 1 Fund normally invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, the American Stock Exchange and NASDAQ. It may invest in stocks for which there is relatively low market liquidity. The Adviser selects stocks for the Fund using a proprietary quantitative approach.

 

Bridgeway Aggressive Investors 1 (BRAGX) Fund Strength What we like about Bridgeway Aggressive Investors 1 (BRAGX) Fund

Data for Bridgeway Aggressive Investors 1 Fund (BRAGX) as of May 30, 2016

  • Bridgeway Aggressive Investors 1 Fund (BRAGX) management has been with Bridgeway Aggressive Investors 1 Fund for 25.2 years
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) has good mid-term performance (3-year return 8.45% vs 8.11% Mid-Cap Blend category median performance)
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) has good Long-term performance (5-year return 8.78% vs 8.53% Mid-Cap Blend category median performance)
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) ratio of up-years vs down years is greater than 2
  • Asset base in Bridgeway Aggressive Investors 1 Fund (BRAGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Bridgeway Aggressive Investors 1 Fund (BRAGX) Weakness What we are cautious about Bridgeway Aggressive Investors 1 (BRAGX) Fund

Data for Bridgeway Aggressive Investors 1 Fund (BRAGX) as of May 30, 2016

  • Bridgeway Aggressive Investors 1 Fund (BRAGX) has a less-than-ideal short-term performance (1-year return -7.20% vs -4.08% Mid-Cap Blend category median performance)
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) has a Morningstar rating of 3 and below
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) is less safe compared to its Mid-Cap Blend peers
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) has an annual stock turnover rate of 107.00% that is higher than the Mid-Cap Blend average of 60.70%. This could mean Bridgeway Aggressive Investors 1 is more nimble, but also signal potential high tax impact and high trading fees
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.34 that is higher than category average of 12.56
  • Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher expense ratio of 1.32% than its Mid-Cap Blend average of 1.15%
See Bridgeway Aggressive Investors 1 Fund (BRAGX) performance details as of May 30, 2016

 

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Compare Bridgeway Aggressive Investors 1 Fund (BRAGX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bridgeway Aggressive Investors 14.32-7.208.458.78
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Bridgeway Aggressive Investors 1 Fund (BRAGX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Bridgeway Aggressive Investors 1 Fund (BRAGX) Net Asset TrackingBridgeway Aggressive Investors 1 (BRAGX) Fund Net Asset

Track net asset change of Bridgeway Aggressive Investors 1 fund (BRAGX)

DateNet Asset
05/2016$213.81M
03/2016$207.92M
02/2016$194.34M
More historic net asset information on Bridgeway Aggressive Investors 1 Fund (BRAGX)

  

Graph of Bridgeway Aggressive Investors 1 Fund (BRAGX) Portfolio TrackingBridgeway Aggressive Investors 1 (BRAGX) Fund Portfolio Allocation

Track portfolio allocation change of Bridgeway Aggressive Investors 1 fund (BRAGX)

DateCashStockBondOther
03/20160%98.77%0%1.23%
12/20150.17%98.74%0%1.09%
09/20151.33%97.93%0%0.74%
Click here to see more historic asset allocation information on Bridgeway Aggressive Investors 1 Fund (BRAGX)

 

graph of Bridgeway Aggressive Investors 1 Fund (BRAGX) Top 10 Position TrackingTop 10 Holdings in Bridgeway Aggressive Investors 1 (BRAGX) Fund

Discover what Bridgeway Aggressive Investors 1 Fund (BRAGX) manager is buying

Mar 30, 2016
Edwards Lifesciences Corporatio [2.35%]
AMN Healthcare Services Inc AMN [1.98%]
Global Payments Inc. Common Sto [1.9%]
John Bean Technologies Corporat [1.88%]
Apple Inc. [1.78%]
Alaska Air Group, Inc. Common S [1.6%]
Southwest Airlines Company Comm [1.52%]
United Continental Holdings [1.52%]
Tesoro Corporation Common Stock [1.5%]
Windstream Holdings, Inc. [1.46%]

Dec 30, 2015
United Continental Holdings [2.09%]
Skechers U.S.A., Inc. Common St [2.04%]
Edwards Lifesciences Corporatio [2.03%]
Global Payments Inc. Common Sto [1.81%]
Southwest Airlines Company Comm [1.79%]
Whitewave Foods Company (The) C [1.79%]
Tesoro Corporation Common Stock [1.77%]
AMN Healthcare Services Inc AMN [1.76%]
Apple Inc. [1.65%]
John Bean Technologies Corporat [1.6%]

Sep 29, 2015
Skechers U.S.A., Inc. Common St [2.99%]
United Continental Holdings [1.92%]
Whitewave Foods Company (The) C [1.84%]
Edwards Lifesciences Corporatio [1.81%]
Apple Inc. [1.72%]
Rite Aid Corporation Common Sto [1.69%]
AMN Healthcare Services Inc AMN [1.69%]
Tesoro Corporation Common Stock [1.62%]
Global Payments Inc. Common Sto [1.59%]
Southwest Airlines Company Comm [1.57%]
Click here for Stock Holding Change Map in Bridgeway Aggressive Investors 1 Fund (BRAGX)

  

Latest News on Bridgeway Aggressive Investors 1 (BRAGX) Fund

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