Bridgeway Blue Chip (S:0P00009UQP)
99.18
+0.64
(+0.65%)
USD |
Jan 31 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 February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Broadcom Inc. | 3.97% | 330.34 | -0.69% |
| JPMorgan Chase & Co. | 3.92% | 297.67 | -4.22% |
| NVIDIA Corp. | 3.83% | 191.55 | 0.91% |
| Apple, Inc. | 3.44% | 266.18 | 0.60% |
| Eli Lilly & Co. | 3.33% | 1058.56 | 4.86% |
| Wells Fargo & Co. | 3.32% | 85.15 | -4.00% |
| Microsoft Corp. | 3.31% | 384.47 | -3.21% |
| Visa, Inc. | 3.28% | 306.52 | -4.50% |
| Advanced Micro Devices, Inc. | 3.13% | 196.60 | -1.77% |
| Exxon Mobil Corp. | 2.49% | 150.76 | 2.36% |
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 | -- |