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Bridges Investment (BRGIX) Fund Ranking and Research

Ranking, Research and Recommendation of Bridges Investment (BRGIX) Fund

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Graph of Bridges Investment Fund (BRGIX) ManagerFund Manager - Edson L. Bridges III

Fund Manager Information

Fund Manager Tenure: 22.9 years
Fund Family: Bridges
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Bridges III is president and chief executive officer of Bridges Investment Management. He dedicates his professional efforts toward security research and portfolio management for Bridges Investment Management and Bridges Investment Counsel. Prior to joining Bridges Investment Counsel, he was vice president and trust officer and director with Provident Trust Company. Bridges holds the Chartered Financial Analyst designation.  Get more insights on Edson L. Bridges III

 

Graph of Bridges Investment Fund (BRGIX) ProfileBridges Investment Fund (BRGIX) Profile

Fund Profile and Description

Bridges Investment Fund seeks long-term capital appreciation; a modest amount of current income is secondary. Bridges Investment Fund normally invests at least 60% or more of assets in common stocks and convertible securities. It may invest about 40% of assets in investment grade corporate bonds, debentures, U.S. treasury bonds and notes, and preferred stocks. Bridges Investment Fund normally invests no more than 40% of assets in fixed income securities.

 

Bridges Investment (BRGIX) Fund Strength What we like about Bridges Investment (BRGIX) Fund

Data for Bridges Investment Fund (BRGIX) as of May 30, 2016

  • Bridges Investment Fund (BRGIX) management has been with Bridges Investment Fund for 22.9 years
  • Bridges Investment Fund (BRGIX) ratio of up-years vs down years is greater than 2
  • Asset base in Bridges Investment Fund (BRGIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Bridges Investment Fund (BRGIX) has an annual stock turnover rate of 13.20% vs Large Growth average of 50.46%. 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 12.21, lower than category average of 12.75
  • Bridges Investment Fund (BRGIX) has a lower expense ratio than its Large Growth average: 0.80% vs 1.17%
  • Bridges Investment Fund (BRGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Bridges Investment Fund (BRGIX) Weakness What we are cautious about Bridges Investment (BRGIX) Fund

Data for Bridges Investment Fund (BRGIX) as of May 30, 2016

  • Bridges Investment Fund (BRGIX) has a less-than-ideal short-term performance (1-year return -3.97% vs -1.74% Large Growth category median performance)
  • Bridges Investment Fund (BRGIX) has a less-than-ideal mid-term performance (3-year return 8.72% vs 10.74% Large Growth category median performance)
  • Bridges Investment Fund (BRGIX) has a less-than-ideal Long-term performance (5-year return 9.56% vs 10.14% Large Growth category median performance)
  • 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
See Bridges Investment Fund (BRGIX) performance details as of May 30, 2016

 

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Compare Bridges Investment Fund (BRGIX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bridges Investment-0.25-3.978.729.56
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Bridges Investment Fund (BRGIX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Bridges Investment Fund (BRGIX) Net Asset TrackingBridges Investment (BRGIX) Fund Net Asset

Track net asset change of Bridges Investment fund (BRGIX)

DateNet Asset
05/2016$115.82M
03/2016$113.67M
02/2016$108.47M
More historic net asset information on Bridges Investment Fund (BRGIX)

  

Graph of Bridges Investment Fund (BRGIX) Portfolio TrackingBridges Investment (BRGIX) Fund Portfolio Allocation

Track portfolio allocation change of Bridges Investment fund (BRGIX)

DateCashStockBondOther
03/20164.26%95.22%0.48%0.04%
12/20154.1%95.22%0.66%0.02%
09/20153.23%96.04%0.7%0.03%
Click here to see more historic asset allocation information on Bridges Investment Fund (BRGIX)

 

graph of Bridges Investment Fund (BRGIX) Top 10 Position TrackingTop 10 Holdings in Bridges Investment (BRGIX) Fund

Discover what Bridges Investment Fund (BRGIX) manager is buying

Mar 30, 2016
Apple Inc. [6.7%]
Mastercard Incorporated Common [6.22%]
iShares Core S&P Mid-Cap [5.06%]
Celgene Corporation [4.22%]
Union Pacific Corporation Commo [3.63%]
Allergan plc Ordinary Shares [3.53%]
The Priceline Group Inc. [3.51%]
iShares Core S&P Small-Cap [3.46%]
Express Scripts Holding Company [3.01%]
Wells Fargo & Company Common St [2.97%]

Dec 30, 2015
Apple Inc. [6.32%]
Mastercard Incorporated Common [6.27%]
Celgene Corporation [4.93%]
iShares Core S&P Mid-Cap [4.79%]
Allergan plc Ordinary Shares [4.02%]
Express Scripts Holding Company [3.75%]
Union Pacific Corporation Commo [3.49%]
The Priceline Group Inc. [3.39%]
iShares Core S&P Small-Cap [3.31%]
Wells Fargo & Company Common St [3.27%]

Sep 29, 2015
Apple Inc. [6.94%]
Mastercard Incorporated Common [6.08%]
iShares Core S&P Mid-Cap [4.91%]
Celgene Corporation [4.38%]
Union Pacific Corporation Commo [4.13%]
Allergan PLC [3.67%]
Express Scripts Holding Company [3.64%]
The Priceline Group Inc. [3.45%]
iShares Core S&P Small-Cap [3.35%]
Wells Fargo & Company Common St [3.23%]
Click here for Stock Holding Change Map in Bridges Investment Fund (BRGIX)

  

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