Bridges Investment Fund (BRGIX)
The fund invests primarily in a diversified portfolio of common stocks, which fund management believes offers the potential for increased earnings and dividends over time. Normally, such equity securities will represent 60% or more of the fund's net assets. It may invest up to 15% of its total assets in U.S. dollar-denominated securities of foreign issuers traded on U.S. exchanges, and up to 20% of its total assets in American Depositary Receipts ("ADRs") traded on U.S. exchanges or in the U.S. over-the-counter market.
Fund Info
US1084391002
Jul 1, 1963
$1,000
Large-Cap
Growth
Expense Ratio
BRGIX has an expense ratio of 0.72%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Bridges Investment Fund (BRGIX) returned -1.12% year-to-date (YTD) and 13.71% over the past 12 months. Over the past 10 years, BRGIX delivered an annualized return of 12.24%, outperforming the S&P 500 benchmark at 10.85%.
BRGIX
-1.12%
5.93%
-3.64%
13.71%
15.85%
14.77%
12.24%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of BRGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.32% | -2.83% | -6.60% | -0.45% | 5.93% | -1.12% | |||||||
| 2024 | 3.24% | 5.37% | 1.99% | -4.13% | 5.04% | 5.74% | 1.24% | 2.16% | 1.49% | -0.18% | 5.98% | -2.56% | 27.84% |
| 2023 | 9.08% | -2.17% | 4.51% | 2.55% | 3.73% | 7.29% | 3.87% | -0.60% | -5.22% | -1.42% | 9.64% | 3.21% | 38.93% |
| 2022 | -6.46% | -4.84% | 3.26% | -11.25% | -1.37% | -8.32% | 10.89% | -4.91% | -11.31% | 5.38% | 4.97% | -6.64% | -28.77% |
| 2021 | -2.82% | 3.18% | 2.83% | 8.08% | -1.18% | 3.35% | 3.26% | 2.72% | -4.97% | 7.14% | -0.78% | 3.16% | 25.81% |
| 2020 | 1.62% | -8.42% | -12.71% | 14.85% | 7.16% | 2.63% | 6.23% | 10.22% | -5.09% | -3.64% | 10.36% | 4.33% | 26.48% |
| 2019 | 8.15% | 2.27% | 2.78% | 5.55% | -7.04% | 6.69% | 2.48% | -2.03% | 0.26% | 2.66% | 4.55% | 2.80% | 32.17% |
| 2018 | 6.44% | -3.38% | -1.93% | 0.47% | 3.46% | 0.50% | 3.78% | 4.37% | 0.25% | -7.96% | 0.39% | -9.00% | -3.78% |
| 2017 | 2.02% | 4.62% | 0.18% | 1.31% | 0.88% | 0.82% | 2.45% | 0.31% | 1.96% | 1.41% | 2.64% | 1.50% | 21.97% |
| 2016 | -6.87% | 0.07% | 5.21% | 0.02% | 1.71% | -2.38% | 4.99% | 0.76% | 0.69% | -1.70% | 3.97% | 1.03% | 7.09% |
| 2015 | -2.46% | 6.58% | -2.04% | 0.75% | 1.58% | -1.24% | 2.95% | -6.51% | -3.39% | 8.74% | -1.15% | -2.50% | 0.31% |
| 2014 | -3.07% | 4.62% | -0.44% | 0.02% | 3.32% | 1.91% | -1.98% | 3.94% | -2.07% | 3.11% | 1.17% | -1.22% | 9.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BRGIX is 47, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bridges Investment Fund (BRGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Bridges Investment Fund provided a 10.52% dividend yield over the last twelve months, with an annual payout of $11.29 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $11.29 | $11.29 | $3.27 | $5.01 | $7.11 | $3.47 | $2.73 | $0.95 | $2.32 | $0.77 | $0.80 | $1.98 |
Dividend yield | 10.52% | 10.41% | 3.50% | 7.20% | 6.81% | 3.91% | 3.73% | 1.65% | 3.83% | 1.49% | 1.63% | 4.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Bridges Investment Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.29 | $11.29 |
| 2023 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.26 | $3.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.01 | $5.01 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.11 | $7.11 |
| 2020 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.39 | $3.47 |
| 2019 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $2.51 | $2.73 |
| 2018 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.78 | $0.95 |
| 2017 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $2.16 | $2.32 |
| 2016 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.56 | $0.77 |
| 2015 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.60 | $0.80 |
| 2014 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.80 | $1.98 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Bridges Investment Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Bridges Investment Fund was 55.75%, occurring on Mar 9, 2009. Recovery took 987 trading sessions.
The current Bridges Investment Fund drawdown is 5.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.75% | Mar 27, 2000 | 2243 | Mar 9, 2009 | 987 | Feb 8, 2013 | 3230 |
| -34.52% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -32.57% | Dec 28, 2021 | 216 | Nov 3, 2022 | 301 | Jan 18, 2024 | 517 |
| -21.44% | Oct 4, 2018 | 56 | Dec 24, 2018 | 81 | Apr 23, 2019 | 137 |
| -19.79% | Dec 12, 2024 | 79 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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