BAGX

Bridgeway$99.92+1.39 (+1.41%)
AUM $197.7MER 0.73%NAV $99.30Holdings

Price Chart

Key Statistics

Previous Close

$98.53

Day Range

$99.91$99.92

52-Week Range

$94.36$102.65

Avg Volume

1.2K

Dividend Yield

Expense Ratio

0.73%

AUM

$197.7M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology39.00%
Financial Services15.61%
Industrials11.79%
Consumer Cyclical11.14%
Healthcare7.85%
Communication Services7.74%
Energy3.24%
Basic Materials3.05%
Consumer Defensive0.58%
Cash & Others0.00%

Fund Information

Issuer
Bridgeway
Category
Technology
Inception Date
Aug 5, 1994
Description
BAGX utilizes a statistical investment approach to invest in US-listed stocks of any size. Security selection seeks to provide strong exposure to three factors: Quality, characterized by high profit margins and stable earnings, Value, reflected in low valuation multiples, and Sentiment, indicated by positive estimate revisions and price momentum. The strategy seeks to identify stocks with a lower probability of long-term price decline, while recognizing that these securities may experience greater short-term volatility. Additionally, the sub-adviser incorporates ESG considerations when available. The fund may employ more aggressive investment techniques, including investing up to 10% of its total assets in a single company, investing in non-US companies, and engaging in short-term trading for periods of less than three months.

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IVViShares Core S&P 500 ETF$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

The EA Bridgeway Aggressive Investors ETF (BAGX) is an exchange-traded fund issued by Bridgeway that launched on Aug 5, 1994. It currently manages $197.7M in assets under management. The fund charges an expense ratio of 0.73%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+1.41%
1W
-0.71%
1M
-2.56%
3M
+3.91%
6M
+3.91%
YTD
+3.91%
1Y
+3.91%
3Y
+3.91%
5Y
+3.91%

Moving Averages

20-Day MA

$100.09

Below 20-Day MA
50-Day MA

$99.91

Above 50-Day MA
200-Day MA

$99.91

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$102.65

Current Price

$99.92

52-Week Low

$94.36

$94.36$102.65

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricBAGXTechnology(1660 ETFs)
Fund Info
Expense Ratio0.73%0.61%
AUM$197.7M$6.83B
Dividend Yield2.94%
Avg Volume1.2K432.5K
Holdings198
Performance
1-Month Return-0.32%
6-Month Return+8.18%
YTD Return+13.83%
1-Year Return+27.29%

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