Bridgeway Blue Chip Fund

Frequently Asked Questions About BRLIX

What does BRLIX invest in?

The Bridgeway Blue Chip Fund strives to generate significant long-term total returns, primarily through capital appreciation alongside some income. It accomplishes this by investing in well-established "blue-chip" corporations, diligently minimizing both capital gains distributions and operational expenses. The income component of the fund is almost exclusively derived from dividends paid by the underlying companies within its portfolio. Typically, at least 80% of its net assets are allocated to these blue-chip equities, as assessed at the time of acquisition. The Adviser employs a systematic, statistical framework to select stocks from the blue-chip universe, with market capitalization serving as the primary selection criterion.

What is the expense ratio of BRLIX?

An expense ratio for Bridgeway Blue Chip Fund (BRLIX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is BRLIX?

Bridgeway Blue Chip Fund (BRLIX) manages $203.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BRLIX actively managed or an index fund?

BRLIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BRLIX launched?

Bridgeway Blue Chip Fund (BRLIX) launched in January 2019 and is managed by the fund issuer.

How has BRLIX performed?

BRLIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.