BRLIX Rating, Research - Bridgeway Blue Chip 35 Index

Bridgeway Blue Chip 35 Index (brlix)

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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 = 258

Threats + Weaknesses = 144

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

Fund Management Team

Fund Description Update

Bridgeway Blue Chip 35 Index (BRLIX) Description: BRLIX is a mutual fund, which is an investment that owns a basket of assets. The BRLIX 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 long management tenure and is in the average fund size classification. BRLIXs minimum initial investment amount is $2000 while the IRA minimum is $2000. BRLIXs expense ratio is roughly 0%. The latest BRLIXs front end load was 0% and the back end load was 0%. The Bridgeway Blue Chip 35 Index (BRLIX) mutual fund falls under the large-cap mixed category. BRLIX focuses its investments in USA and BRLIX is not affiliated with a particular industry or fund sector. The Bridgeway Blue Chip 35 Index (BRLIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BRLIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BRLIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income; capital appreciation is a secondary consideration. The fund invests at least 80% of assets (net assets plus any borrowings for investment purposes) in high-yield corporate debt securities, including all types of high-yield domestic and foreign corporate debt securities that are rated below investment grade by Moodys Investor Service ("Moodys") or Standard & Poors ("S&P") or that are unrated but that the Subadvisor considers to be of comparable quality. It may invest up to 20% of net assets in common stocks (see stock research) and other equity securities (see equity research).

Management Analysis Update

Bridgeway Blue Chip 35 Index's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update