Aggressive Investors 1 FundBRAGX

MUTUAL FUNDBridgeway
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$203.3M
Expense ratio
0.86%
1-year return
+22.2%
3 years, a year
+21.7%
5 years, a year
+10.7%
Holdings
97

What it aims to do.

The Aggressive Investors 1 Fund (the Fund) seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time (three-year intervals or more).

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.4.64%
GOOGL Alphabet Inc.3.88%
MSFT Microsoft Corp.3.73%
AAPL Apple Inc.3.12%
LITE Lumentum Holdings Inc.2.28%
AMZN Amazon.com, Inc.1.76%
LRCX Lam Research Corporation1.58%
FIX Comfort Systems USA Inc.1.56%
DVN Devon Energy Corporation1.49%
NRG NRG Energy, Inc.1.40%

More on BRAGX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.