The investment seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund seeks to achieve its objective by approximating the total return of the Bridgeway Ultra-Large 35 Index (the "Index"), a proprietary index composed by the Adviser, while minimizing the distribution of capital gains and minimizing costs. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in blue chip company stocks included within the index. The fund invests in the stocks that comprise the index and seeks to approximately match the index composition and weighting.
Fund filings (PDF) »
Elena Khoziaeva (Started: Dec 31, 2005)
Michael Whipple (Started: Dec 31, 2005)
Rasook Shaik (Started: Oct 26, 2007)
John Montgomery (Started: Jul 31, 1997)
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