About BRAGX
Bridgeway Aggressive Investors 1 Fund is an actively managed mutual fund that targets long-term capital appreciation by investing in a diversified selection of U.S. stocks across all market capitalizations. Utilizing proprietary statistical models, the fund seeks to outperform the S&P 500 Index over rolling three-year periods, while maintaining risk levels similar to the broader market. Its portfolio spans large-cap, mid-cap, and small-cap companies, drawing from the New York Stock Exchange, NASDAQ, and NYSE American listings. The fund is recognized for its analytical, data-driven approach and may employ aggressive investing techniques, including leverage, options, futures, and short selling, as well as active and frequent trading. While exposure is predominantly domestic, the fund can allocate up to 15% of assets to foreign securities. Managed by a team at Bridgeway Capital Management, the fund maintains a relatively low expense ratio compared to peers and is designed for investors seeking a quantitatively disciplined strategy within the large blend category. Since its inception in 1994, it has played a significant role for investors looking for a more active approach to U.S. equity exposure with a focus on both risk management and return potential.
Fund Family Bridgeway
Category Large Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BRAGX
Share Class Class N
Index S&P 500 TR
BRAGX had a total return of 38.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.57%.
