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
ISIN | US1084391002 |
---|---|
Issuer | Bridges |
Inception Date | Jul 1, 1963 |
Category | Large Cap Growth Equities |
Min. Investment | $1,000 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
BRGIX has a high expense ratio of 0.72%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Bridges Investment Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Bridges Investment Fund had a return of 10.83% year-to-date (YTD) and 35.02% in the last 12 months. Over the past 10 years, Bridges Investment Fund had an annualized return of 12.17%, outperforming the S&P 500 benchmark which had an annualized return of 10.71%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.83% | 8.76% |
1 month | 0.26% | -0.32% |
6 months | 19.57% | 18.48% |
1 year | 35.02% | 25.36% |
5 years (annualized) | 14.57% | 12.60% |
10 years (annualized) | 12.17% | 10.71% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 3.24% | 5.37% | 1.99% | -4.13% | ||||||||
2023 | -1.42% | 13.59% | -0.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BRGIX is 86, placing it in the top 14% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
BRGIX (Bridges Investment Fund)
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.
Dividends
Dividend History
Bridges Investment Fund granted a 3.15% dividend yield in the last twelve months. The annual payout for that period amounted to $3.26 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $3.26 | $3.27 | $5.01 | $7.10 | $3.46 | $2.72 | $0.95 | $2.32 | $0.77 | $0.80 | $1.98 | $1.87 |
Dividend yield | 3.15% | 3.50% | 7.19% | 6.81% | 3.90% | 3.73% | 1.65% | 3.83% | 1.49% | 1.63% | 3.99% | 3.96% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
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 |
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 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.10 |
2020 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.38 |
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 |
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 |
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 |
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 |
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 |
2014 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.79 |
2013 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $1.70 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 56.49%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.
The current Bridges Investment Fund drawdown is 0.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-56.49% | Mar 27, 2000 | 2243 | Mar 9, 2009 | 1007 | Mar 11, 2013 | 3250 |
-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 |
-17.76% | Jul 21, 2015 | 143 | Feb 11, 2016 | 208 | Dec 7, 2016 | 351 |
Volatility
Volatility Chart
The current Bridges Investment Fund volatility is 4.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.