Bridgeway funds distributions
WebThe Bridgeway site pertains to US institutional investor strategies, which may not be applicable for all investors. The Bridgeway site adheres to guidelines that may be … WebTHIS AMENDED & RESTATED DISTRIBUTION AGREEMENT (“Agreement”), effective as of the closing of the Transaction (as defined below) (the “Closing Date”), is by and …
Bridgeway funds distributions
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WebBridgeway Aggressive Investors 1 Fund Watch list Last Updated: Sep 2, 2024 $ 61.55 -0.27 -0.44% Previous Close $61.82 Advanced Charting 56.50 52 Week Range 88.89 Your Watchlists Customize... WebApr 5, 2024 · Bridgeway is a company that sells mutual funds with $3,601M in assets under management. The average expense ratio from all mutual funds is 0.62%. …
WebFeb 28, 2024 · Strategy. The fund invests in a diversified portfolio of common stocks of ultra-small companies. It invests at least 80% of its net assets (plus borrowings for … Webfund company Bridgeway Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return -32.1% 1 yr return -1.3% 3 Yr Avg Return 14.9% 5 Yr Avg Return 13.1% Net Assets $356 M Holdings in Top 10 35.7% 52 WEEK LOW AND HIGH $10.0 $9.68 $16.90 Expenses OPERATING FEES Expense Ratio 0.15% SALES FEES …
WebDec 31, 2024 · Bridgeway Capital Management offers rigorous evidence-based, statistically driven criteria in its disciplined investment processes. The firm donates 50% of its net profits to charitable and nonprofit organizations. Firm inception: 1993 Collaborative portfolio management team with experience in modeling and research: WebJan 12, 2024 · 2024 Distributions for BlackRock funds. Recent Distributions. BlackRock 20/80 Target Allocation Fund. Record Date: 12/22/22 Ex-Date: 12/23/22 Payable Date: 12/27/22. Share Class: Net Investment Income Rate: Short-Term Capital Gain Rate: Total Ordinary Income Rate: Long-Term Capital Gain Rate:
WebThe Adviser also seeks to minimize the distribution of capital gains, within the constraints of the investment objective and ultra-small company focus, by offsetting capital gains with capital losses. By paying close attention to trading, the Adviser seeks to conduct such tax management without detriment to the overall Fund return.
WebMar 17, 2024 · Bridgeway Funds defines "small stocks" as those companies smaller than the largest 500 U.S. companies as measured by market capitalization. Fees & Expenses Risk Measures Min. Investment Lipper... god of highschool vs battle wikiWebTax center. Get the tax information you need for your Invesco investments. The Invesco guide to completing your tax return for open-end funds. The Invesco guide to completing your tax return for closed-end funds. This … god of high school summaryWebFeb 28, 2024 · The fund was incepted in August 1994 and is managed by Bridgeway Capital Management, Inc. The fund seeks to provide a long-term total return of capital, primarily through capital appreciation. god of highschool taekkyeonWebMar 17, 2024 · The Fund invests in a diversified portfolio of small stocks. Bridgeway Funds defines "small stocks" as those companies smaller than the largest 500 U.S. companies … god of high school vostfrWebDec 27, 2024 · Final year-end distributions will be payable to shareholders of record as of December 27, 2024. Distributions will be paid to all Fund shareholders who own shares on the record date, regardless of how long they have held the shares. 2024 Dunham Funds Year-End Distribution Floating Rate Bond Fund Long/Short Credit Fund god of high school taekwondoWebFor purposes of the Fund’s investments, Bridgeway considers “blue-chip stocks” to be stocks issued by the largest 150 US companies as defined by market capitalization. These stocks tend to be well-known and … book chompWebFeb 28, 2024 · Analyze the Fund Bridgeway Small Cap Value Fund having Symbol BRSVX for type mutual-funds and perform research on other mutual funds. Learn more … book chook