Mutual Fund Insights: Bridges Investment Fund (BRGIX)

In-depth Analysis of Bridges Investment Fund (BRGIX)

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See Bridges Investment Fund (BRGIX) performance details as of February 28, 2010

  

Last Trade: $30.76 on 3/19/2010, Change: -0.11 (-0.36%)

Experiment our closing price forecasting tool for Bridges Investment Fund (BRGIX) (alpha release)

  

Fund Manager - Brian M. Kirkpatrick

Fund Manager Tenure: 5.9 years
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

Brian M. Kirkpatrick is a vice president of Bridges Investment Management. Brian M. Kirkpatrick has a more than 14-year career with Bridges Investment Counsel.  Get more insights on Brian M. Kirkpatrick

  

 What we like about Bridges Investment Fund (BRGIX)

Data for Bridges Investment Fund (BRGIX) as of February 28, 2010

• Bridges Investment Fund (BRGIX) management has been with Bridges Investment Fund for 5.9 years
• Bridges Investment Fund (BRGIX) has good short-term performance (1-year return 53.70% vs 51.46 % Large Growth category average)
• Bridges Investment Fund (BRGIX) ratio of up-years vs down years is greater than 2
• Bridges Investment Fund (BRGIX) has an annual stock turnover rate of 23.00% vs Large Growth average of 109.62%. It is good that Bridges Investment management does not trade extensively for its return.
• Bridges Investment Fund (BRGIX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.22, lower than category average of 21.35
• Bridges Investment Fund (BRGIX) has a lower management fee than its Large Growth average: 0.80% vs 1.33%
• Bridges Investment Fund (BRGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Bridges Investment Fund (BRGIX)

Data for Bridges Investment Fund (BRGIX) as of February 28, 2010

• Bridges Investment Fund is a focused fund with 33.46% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Bridges Investment Fund (BRGIX) has a less-than-ideal mid-term performance (3-year return -3.16% vs -3.50 % Large Growth category average)
• Bridges Investment Fund (BRGIX) has a less-than-ideal Long-term performance (5-year return -0.05% vs 1.34 % Large Growth category average)
• Bridges Investment Fund (BRGIX) has a Morningstar rating of 3 and below
• Bridges Investment Fund (BRGIX) is less safe compared to its Large Growth peers
• Bridges Investment Fund (BRGIX) does not have a good risk adjusted return as its 3-year Alpha of 2.11 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.16

See Bridges Investment Fund (BRGIX) performance details as of February 28, 2010

  

  

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Bridges Investment Fund (BRGIX) Net Asset

Track net asset change of Bridges Investment fund (BRGIX)

Date	Net Asset
02/2010	$66.82M
01/2010	$65.06M
11/2009	$66.38M

More historic net asset information on Bridges Investment Fund (BRGIX)

  

Bridges Investment Fund (BRGIX) Portfolio Allocation

Track portfolio allocation change of Bridges Investment fund (BRGIX)

Date	Cash	Stock	Bond	Other
09/2009	5.82%	90%	4.18%	0%
06/2009	5.66%	90.26%	4.08%	0%
03/2009	4.52%	90.36%	5.12%	0%

Click here to see more historic asset allocation information on Bridges Investment Fund (BRGIX)

  

Most Recent Top 10 Holdings in Bridges Investment Fund (BRGIX)

Discover what Bridges Investment Fund (BRGIX) manager is buying

30-Sep-09 SEI Daily Income Treasury B [5.27%] Apple Inc. [4.36%] MASTERCARD INC [3.81%] Google Inc. [3.31%] Express Scripts, Inc. [3.04%] BEST BUY CO INC [2.94%] CAPITAL ONE FINANCIA [2.92%] APACHE CP [2.88%] QUALCOMM Incorporated [2.82%] WELLS FARGO & CO NEW [2.65%]

30-Jun-09 SEI Daily Income Treasury B [5.07%] Apple Inc. [3.84%] MASTERCARD INC [3.6%] Express Scripts, Inc. [3.33%] QUALCOMM Incorporated [3.25%] Google Inc. [3.22%] BEST BUY CO INC [3.13%] WELLS FARGO & CO NEW [2.61%] APACHE CP [2.59%] CME GROUP INC CL A [2.51%]

31-Mar-09 MASTERCARD INC [4.31%] BEST BUY CO INC [4.23%] Apple Inc. [3.38%] QUALCOMM Incorporated [3.33%] Google Inc. [3.17%] PEPSICO INC [2.76%] APACHE CP [2.75%] Express Scripts, Inc. [2.67%] CHEVRON CORP [2.59%] Berkshire Hathaway Inc. B [2.42%]

Click here for Stock Holding Change Map in Bridges Investment Fund (BRGIX)

  

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See more information on Bridges Investment Fund (BRGIX)

• Bridges Investment Fund Insights
• Bridges Investment Fund Performance Data
• Bridges Investment Fund News
• Bridges Investment Fund Score Explaination
• Bridges Investment Fund Manager Information
• Historic Bridges Investment Fund Asset Allocation Report
• Historic Bridges Investment Fund Top 10 Holding Tracking
• Historic Bridges Investment Fund Asset Under Management Tracking