Bridges Investment Fund

Shareclass

Bridges Investment Fund (BRGIX)

Type

Open-end mutual fund

Manager

Bridges

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

80.3

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 503 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Mastercard Inc Class A
4.27% of assets
$10M invested
2. JPMorgan Chase & Co
2.38% of assets
$5.57M invested
3. Microsoft Corp
9.09% of assets
$21.29M invested
4. S&P Global Inc
2.02% of assets
$4.73M invested
5. BlackRock Inc
1.38% of assets
$3.23M invested
6. ServiceNow Inc
3.17% of assets
$7.42M invested
7. Zoetis Inc Class A
0.61% of assets
$1.43M invested
8. Meta Platforms Inc Class A
4.25% of assets
$9.95M invested
9. Visa Inc Class A
3.54% of assets
$8.3M invested
10. Adobe Inc
1.8% of assets
$4.22M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Old Dominion Freight Line Inc Ordinary Shares
3.01% of assets
$7.06M invested
2. Berkshire Hathaway Inc Class B
2.57% of assets
$6.01M invested
3. Cintas Corp
0.55% of assets
$1.28M invested
4. BWX Technologies Inc
0.19% of assets
$445,560 invested
5. Floor & Decor Holdings Inc Class A
0.85% of assets
$1.99M invested
6. United Rentals Inc
0.56% of assets
$1.3M invested
7. AutoZone Inc
0.55% of assets
$1.28M invested
8. Lithia Motors Inc Class A
1.53% of assets
$3.57M invested
9. Pool Corp
0.57% of assets
$1.33M invested
10. Casey's General Stores Inc
1.44% of assets
$3.37M invested

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Financial performance

Performance data provided by

Find more financial data on BRGIX at Morningstar.com

Gender Equality and Returns

Returns chart for Bridges Investment Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

BRGIX

Bridges Investment Fund

Family

Bridges

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.52% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

BRGIX

Bridges Investment Fund

Family

Bridges

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.52% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

BRGIX

Bridges Investment Fund

Family

Bridges

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.52% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
BRGIX - Bridges Investment Fund

8.87%

18%

12%

55 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-0.21%

-0.16%

-0.18%

-0.52%

Same

Find more financial data on BRGIX at Morningstar.com

What's next?

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