Bridgeway Blue Chip (S:0P00009UQP)
98.55
-0.63
(-0.64%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Broadcom Inc. | 3.97% | 314.35 | -0.06% |
| JPMorgan Chase & Co. | 3.92% | 296.10 | 0.51% |
| NVIDIA Corp. | 3.83% | 177.64 | 0.14% |
| Apple, Inc. | 3.44% | 258.86 | 1.15% |
| Eli Lilly & Co. | 3.33% | 926.86 | -0.93% |
| Wells Fargo & Co. | 3.32% | 81.95 | 1.67% |
| Microsoft Corp. | 3.31% | 372.90 | -0.15% |
| Visa, Inc. | 3.28% | 303.39 | 0.86% |
| Advanced Micro Devices, Inc. | 3.13% | 220.14 | 1.21% |
| Exxon Mobil Corp. | 2.49% | 163.36 | 1.66% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |