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Bridgeway Large-Cap Growth (BRLGX) Fund Ranking and Research

Ranking, Research and Recommendation of Bridgeway Large-Cap Growth (BRLGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Bridgeway Large-Cap Growth Fund (BRLGX) ManagerFund Manager - John Montgomery

Fund Manager Information

Fund Manager Tenure: 16.0 years
Fund Family: American Beacon
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of Bridgeway Large-Cap Growth Fund (BRLGX) ProfileBridgeway Large-Cap Growth Fund (BRLGX) Profile

Fund Profile and Description

Bridgeway Large-Cap Growth Fund seeks to provide long-term total return of capital, primarily through capital appreciation. Bridgeway Large-Cap Growth Fund will typically invest at least 80% of assets in large-cap growth stocks that are listed on the New York Stock Exchange, the American Stock Exchange, and NASDAQ. The Adviser selects stocks within the large-cap growth category for the Fund using a proprietary quantitative approach. Growth stocks are those the Adviser believes have above average prospects for economic growth.

 

Bridgeway Large-Cap Growth (BRLGX) Fund Strength What we like about Bridgeway Large-Cap Growth (BRLGX) Fund

Data for Bridgeway Large-Cap Growth Fund (BRLGX) as of May 30, 2016

  • Bridgeway Large-Cap Growth Fund (BRLGX) management has been with Bridgeway Large-Cap Growth Fund for 16.0 years
  • Bridgeway Large-Cap Growth Fund (BRLGX) has good mid-term performance (3-year return 12.15% vs 10.74% Large Growth category median performance)
  • Bridgeway Large-Cap Growth Fund (BRLGX) has good Long-term performance (5-year return 11.68% vs 10.14% Large Growth category median performance)
  • Bridgeway Large-Cap Growth Fund (BRLGX) ratio of up-years vs down years is greater than 2
  • Bridgeway Large-Cap Growth Fund (BRLGX) has a Morningstar rating of 4 and above
  • Bridgeway Large-Cap Growth Fund (BRLGX) has an annual stock turnover rate of 48.00% vs Large Growth average of 50.46%. It is good that Bridgeway Large-Cap Growth management does not trade extensively for its return.
  • Bridgeway Large-Cap Growth Fund (BRLGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.11, lower than category average of 12.75
  • Bridgeway Large-Cap Growth Fund (BRLGX) has a lower expense ratio than its Large Growth average: 0.81% vs 1.17%
  • Bridgeway Large-Cap Growth Fund (BRLGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Bridgeway Large-Cap Growth Fund (BRLGX) Weakness What we are cautious about Bridgeway Large-Cap Growth (BRLGX) Fund

Data for Bridgeway Large-Cap Growth Fund (BRLGX) as of May 30, 2016

  • Bridgeway Large-Cap Growth Fund (BRLGX) has a less-than-ideal short-term performance (1-year return -4.51% vs -1.74% Large Growth category median performance)
See Bridgeway Large-Cap Growth Fund (BRLGX) performance details as of May 30, 2016

 

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Compare Bridgeway Large-Cap Growth Fund (BRLGX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bridgeway Large-Cap Growth-2.02-4.5112.1511.68
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 Bridgeway Large-Cap Growth Fund (BRLGX)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 Bridgeway Large-Cap Growth Fund (BRLGX) Net Asset TrackingBridgeway Large-Cap Growth (BRLGX) Fund Net Asset

Track net asset change of Bridgeway Large-Cap Growth fund (BRLGX)

DateNet Asset
05/2016$140.64M
03/2016$149.61M
02/2016$140.92M
More historic net asset information on Bridgeway Large-Cap Growth Fund (BRLGX)

  

Graph of Bridgeway Large-Cap Growth Fund (BRLGX) Portfolio TrackingBridgeway Large-Cap Growth (BRLGX) Fund Portfolio Allocation

Track portfolio allocation change of Bridgeway Large-Cap Growth fund (BRLGX)

DateCashStockBondOther
12/20150%98.89%0%1.11%
09/20150%99.02%0%0.98%
06/20152.15%97.85%0%0%
Click here to see more historic asset allocation information on Bridgeway Large-Cap Growth Fund (BRLGX)

 

graph of Bridgeway Large-Cap Growth Fund (BRLGX) Top 10 Position TrackingTop 10 Holdings in Bridgeway Large-Cap Growth (BRLGX) Fund

Discover what Bridgeway Large-Cap Growth Fund (BRLGX) manager is buying

Dec 30, 2015
Kroger Company (The) Common Sto [2.14%]
Tesoro Corporation Common Stock [2.07%]
Amazon.com, Inc. [2.05%]
Starbucks Corporation [2.04%]
VeriSign, Inc. [1.98%]
Foot Locker, Inc. [1.91%]
Facebook, Inc. [1.78%]
Aetna Inc. Common Stock [1.77%]
Lear Corp [1.72%]

Sep 29, 2015
Foot Locker, Inc. [2.28%]
Tesoro Corporation Common Stock [2.07%]
Kroger Company (The) Common Sto [2%]
HCA Holdings, Inc. Common Stock [1.95%]
Aetna Inc. Common Stock [1.94%]
Skyworks Solutions, Inc. [1.74%]
Lear Corp [1.65%]
Under Armour, Inc. Class A Comm [1.58%]
Apple Inc. [1.54%]

Jun 29, 2015
HCA Holdings, Inc. Common Stock [2.25%]
Aetna Inc. Common Stock [2.22%]
Foot Locker, Inc. [2.09%]
Kroger Company (The) Common Sto [1.98%]
Tesoro Corporation Common Stock [1.77%]
Apple Inc. [1.72%]
Lear Corp [1.67%]
Under Armour, Inc. Class A Comm [1.34%]
United Continental Holdings [1.3%]
BioMarin Pharmaceutical Inc. [1.29%]
Click here for Stock Holding Change Map in Bridgeway Large-Cap Growth Fund (BRLGX)

  

Latest News on Bridgeway Large-Cap Growth (BRLGX) Fund

See what is happening with Bridgeway Large-Cap Growth Fund (BRLGX)

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Bridgeway Large-Cap Growth Fund (BRLGX) Related ResourcesSee more information on Bridgeway Large-Cap Growth (BRLGX) Fund

Popular pages on Bridgeway Large-Cap Growth (BRLGX) Fund

  

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