Global Opportunities FundBRGOX
Type
Mutual fund
Peer group
Allocation
Net assets
$42.9M
Expense ratio
1.63%
1-year return
+19.1%
3 years, a year
—
5 years, a year
—
Holdings
1,186
What it aims to do.
The Global Opportunities Fund (the Fund) seeks long-term positive absolute returns while limiting exposure to general stock market risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Colchester Street Trust | 71.47% |
| JOBY JPMorgan Chase Bank, National Association | 15.74% |
| JOBY JPMorgan Chase Bank, National Association | 14.17% |
| JOBY JPMorgan Chase Bank, National Association | 12.91% |
| JOBY JPMorgan Chase Bank, National Association | 9.52% |
| JOBY JPMorgan Chase Bank, National Association | 9.07% |
| JOBY JPMorgan Chase Bank, National Association | 8.88% |
| JOBY JPMorgan Chase Bank, National Association | 8.06% |
| JOBY JPMorgan Chase Bank, National Association | 5.64% |
| JOBY JPMorgan Chase Bank, National Association | 5.34% |
More on BRGOX.
- BRGOX overview
- BRGOX holdings
- BRGOX risk
- BRGOX costs
- BRGOX money in and out
- BRGOX share classes
- Compare BRGOX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.