BRAGX (Bridgeway:Aggr Inv 1)
Net Asset Value: 34.74 1-Day Return: 0.09 (0.26%) YTD Return as of 2/9/12:Up 11.60%

Classification: Multi-Cap Core   Objective: Capital Apprec   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 11.60 -6.63 13.30 -4.81 3.92
Classification 9.18 1.50 18.51 0.54 4.84
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)1196969970

Fund Stats

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Investment Objective:Capital Apprec
Net Assets ($Mil)85.10
Inception Date:8/5/94
Manager Name, TenureJohn N. R. Montgomery, 1994
Expense Ratio: -0.41%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Rpc Inc Ord RES 2.54
Westlake Chemical Corp Ord WLK 2.14
Apple Inc Ord AAPL 2.06
Fossil Inc Ord FOSL 2.03
Dillard's Inc Ord DDS 1.97
Sinclair Broadcast Group Inc Ord SBGI 1.80
International Business Machines Corp Ord IBM 1.80
Priceline.com Inc Ord PCLN 1.78
Mastercard Inc Ord MA 1.76
Rli Corp Ord RLI 1.72
% of Total Holdings 19.6

Stories & Blogs: Around the Web

12/8/2011  5 Funds Worth Dumping? LM Value, Longleaf, Bridgeway, CGM, FAIRX (Barrons.com)

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