Bridgeway Blue Minimum Initial Investment vs. Ten Year Return

BR
BRLIX -- USA Fund  

USD 15.34  0.07  0.46%

The Drivers Module shows relationships between Bridgeway Blue's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Bridgeway Blue Chip Fund over time as well as its relative position and ranking within its peers. Continue to Trending Equities

Bridgeway Blue Chip Ten Year Return vs. Minimum Initial Investment Fundamental Analysis

Bridgeway Blue Chip Fund is rated below average in minimum initial investment among similar funds. It is rated below average in ten year return among similar funds . The ratio of Minimum Initial Investment to Ten Year Return for Bridgeway Blue Chip Fund is about  655.74 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Bridgeway Blue 
Minimum Initial Investment 
=  
First Fund Deposit 
=
K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of market or market segment it invests in.
Bridgeway Blue 
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
3.05 
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10 year interval.

Bridgeway Blue Ten Year Return Comparison

  Ten Year Return 
    
  Bridgeway Blue Comparables 
Bridgeway Blue is currently under evaluation in ten year return among similar funds.

Bridgeway Blue Fundamental Comparison