BRAIX Rating, Research - Bridgeway Aggressive Investors 2

Bridgeway Aggressive Investors 2 (braix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 23

Threats + Weaknesses = 13

When strengths & opportunities substantially exceed threats & weaknesses an investment in the braix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Bridgeway Aggressive Investors 2 (BRAIX) Description: BRAIX is a mutual fund, which is an investment that owns a basket of assets. The BRAIX mutual fund was provided by Bridgeway and this investment vehicle derives the majority of its value from equity holdings (stocks). Bridgeways mutual fund has a medium management tenure and is in the average fund size classification. BRAIXs minimum initial investment amount is $2000 while the IRA minimum is $2000. BRAIXs expense ratio is roughly 1%. The latest BRAIXs front end load was 0% and the back end load was 0%. The Bridgeway Aggressive Investors 2 (BRAIX) mutual fund falls under the mid-cap growth category. BRAIX focuses its investments in USA and BRAIX is not affiliated with a particular industry or fund sector. The Bridgeway Aggressive Investors 2 (BRAIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BRAIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BRAIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return of which capital appreciation and income are components. The fund normally invests most of its assets in equity securities (see equity research) of companies the funds manager believes are undervalued at the time of purchase but that have the potential for capital appreciation. It may invest in common stocks (see stock research), preferred stocks (see stock research) and convertible securities. From time to time, the fund may invest a substantial portion of its assets in smaller and midsize companies. It may also invest up to 25% of total assets in foreign securities.

Management Analysis Update

Bridgeway Aggressive Investors 2's executives / managers make better investing decisions, because their assets are invested along side their client's. Bridgeway Aggressive Investors 2's management team has a long history of working together. This helps ensure consistent future returns. The braix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update