Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Bridges Investment Fund (BRGIX)

100.77
+9.29
+(10.16%)
At close: 8:03:52 PM EDT
Loading Chart for BRGIX
  • Previous Close 91.48
  • YTD Return -6.23%
  • Expense Ratio 0.73%
  • Category Large Growth
  • Last Cap Gain 79.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 215.25M
  • Beta (5Y Monthly) 1.09
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.01
  • Inception Date Jul 1, 1963

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.

Bridges

Fund Family

Large Growth

Fund Category

215.25M

Net Assets

1963-07-01

Inception Date

Performance Overview: BRGIX

View More

Trailing returns as of 4/8/2025. Category is Large Growth.

YTD Return

BRGIX
6.23%
Category
12.38%
 

1-Year Return

BRGIX
8.00%
Category
41.70%
 

3-Year Return

BRGIX
8.87%
Category
22.56%
 

5-Year Return

BRGIX
18.38%
Category
21.98%
 

People Also Watch

Holdings: BRGIX

View More

Sector Weightings

SectorBRGIX
Technology   34.70%
Healthcare   8.88%
Industrials   6.93%
Energy   0.84%
Real Estate   0.00%
Utilities   0.00%

Recent News: BRGIX

View More

Research Reports: BRGIX

View More

Top Mutual Funds