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Bridgeway Blue Chip 35 Index (BRLIX) Fund Ranking and Research

Ranking, Research and Recommendation of Bridgeway Blue Chip 35 Index (BRLIX) Fund

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

 

Graph of Bridgeway Blue Chip 35 Index Fund (BRLIX) ManagerFund Manager - John Montgomery

Fund Manager Information

Fund Manager Tenure: 20.7 years
Fund Family: Bridgeway
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of Bridgeway Blue Chip 35 Index Fund (BRLIX) ProfileBridgeway Blue Chip 35 Index Fund (BRLIX) Profile

Fund Profile and Description

Bridgeway Blue Chip 35 Index Fund seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income. Bridgeway Blue Chip 35 Index Fund normally invests at least 80% of net assets in blue chip Company stocks included within the Bridgeway Ultra-Large 35 index. It invests in the stocks that comprise the index and seeks to approximately match the index composition and weighting. The long-term objective of this roughly equally weighted Index is to hold 35 “blue-chip” companies, excluding any tobacco companies and ensuring reasonable industry diversification.

 

Bridgeway Blue Chip 35 Index (BRLIX) Fund Strength What we like about Bridgeway Blue Chip 35 Index (BRLIX) Fund

Data for Bridgeway Blue Chip 35 Index Fund (BRLIX) as of May 30, 2016

  • Bridgeway Blue Chip 35 Index Fund (BRLIX) management has been with Bridgeway Blue Chip 35 Index Fund for 20.7 years
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) has good short-term performance (1-year return 3.28% vs -1.15% Large Blend category median performance)
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) has good mid-term performance (3-year return 10.28% vs 9.43% Large Blend category median performance)
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) has good Long-term performance (5-year return 12.14% vs 10.15% Large Blend category median performance)
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) ratio of up-years vs down years is greater than 2
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) has a Morningstar rating of 4 and above
  • Asset base in Bridgeway Blue Chip 35 Index Fund (BRLIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) has an annual stock turnover rate of 19.00% vs Large Blend average of 53.12%. It is good that Bridgeway Blue Chip 35 Index management does not trade extensively for its return.
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.44, lower than category average of 11.67
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) has a lower expense ratio than its Large Blend average: 0.15% vs 1.02%
  • Bridgeway Blue Chip 35 Index Fund (BRLIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Bridgeway Blue Chip 35 Index Fund (BRLIX) Weakness What we are cautious about Bridgeway Blue Chip 35 Index (BRLIX) Fund

Data for Bridgeway Blue Chip 35 Index Fund (BRLIX) as of May 30, 2016

See Bridgeway Blue Chip 35 Index Fund (BRLIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Bridgeway Blue Chip 35 Index Fund (BRLIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bridgeway Blue Chip 35 Index4.363.2810.2812.14
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Bridgeway Blue Chip 35 Index Fund (BRLIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Bridgeway Blue Chip 35 Index Fund (BRLIX) Net Asset TrackingBridgeway Blue Chip 35 Index (BRLIX) Fund Net Asset

Track net asset change of Bridgeway Blue Chip 35 Index fund (BRLIX)

DateNet Asset
05/2016$616.07M
03/2016$596.91M
02/2016$490.48M
More historic net asset information on Bridgeway Blue Chip 35 Index Fund (BRLIX)

  

Graph of Bridgeway Blue Chip 35 Index Fund (BRLIX) Portfolio TrackingBridgeway Blue Chip 35 Index (BRLIX) Fund Portfolio Allocation

Track portfolio allocation change of Bridgeway Blue Chip 35 Index fund (BRLIX)

DateCashStockBondOther
03/201611.64%88.36%0%0%
12/20150%99.68%0%0.32%
09/20150%98.37%0%1.63%
Click here to see more historic asset allocation information on Bridgeway Blue Chip 35 Index Fund (BRLIX)

 

graph of Bridgeway Blue Chip 35 Index Fund (BRLIX) Top 10 Position TrackingTop 10 Holdings in Bridgeway Blue Chip 35 Index (BRLIX) Fund

Discover what Bridgeway Blue Chip 35 Index Fund (BRLIX) manager is buying

Mar 30, 2016
Visa Inc. [3.35%]
Microsoft Corporation [3.32%]
CVS Health Corporation Common S [3.16%]
Apple Inc. [3.04%]
Amazon.com, Inc. [3.02%]
General Electric Company Common [2.56%]
International Business Machines [2.52%]
ConocoPhillips Common Stock [2.47%]
Verizon Communications Inc. Com [2.47%]

Dec 30, 2015
Amazon.com, Inc. [4.23%]
Visa Inc. [3.92%]
Microsoft Corporation [3.79%]
CVS Health Corporation Common S [3.4%]
Apple Inc. [3.29%]
Gilead Sciences, Inc. [3.03%]
Walt Disney Company (The) Commo [2.85%]
General Electric Company Common [2.83%]
Johnson & Johnson Common Stock [2.59%]

Sep 29, 2015
Amazon.com, Inc. [3.78%]
Visa Inc. [3.78%]
Apple Inc. [3.72%]
CVS Health Corporation Common S [3.51%]
Microsoft Corporation [3.19%]
Gilead Sciences, Inc. [3.08%]
Walt Disney Company (The) Commo [2.91%]
General Electric Company Common [2.66%]
Bank of America Corporation Com [2.66%]
JP Morgan Chase & Co. Common St [2.65%]
Click here for Stock Holding Change Map in Bridgeway Blue Chip 35 Index Fund (BRLIX)

  

Latest News on Bridgeway Blue Chip 35 Index (BRLIX) Fund

See what is happening with Bridgeway Blue Chip 35 Index Fund (BRLIX)

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Bridgeway Blue Chip 35 Index Fund (BRLIX) Related ResourcesSee more information on Bridgeway Blue Chip 35 Index (BRLIX) Fund

Popular pages on Bridgeway Blue Chip 35 Index (BRLIX) Fund

  

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