See what your fund actually adds

Bridges Investment Fund BRGIX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

BRGIX compared with its replication portfolio
MeasureBRGIXReplication
Annualized growth10.4%12.0%
Annualized volatility19.0%18.6%
Sharpe ratio0.620.70
Maximum drawdown31.6%31.5%
Replication fit (R²)0.96 · Tracking error 4.0%

Replication portfolio

The published portfolio below is the investable basket used to model BRGIX’s historical return behavior.

BRGIX replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth68.2%
XLFSector · Financials12.1%
VOXSector · Communication8.4%
XLVSector · Healthcare7.1%
USMVFactor · Min Vol4.2%