The Bridges Investment Fund, Inc. is a general equity fund whose primary investment objective is to seek long-term capital appreciation, with a secondary objective of a moderate amount of investment income. Click here to view the Fund Fact Sheet.

The Fund’s equity investment process focuses on identifying companies which have superior revenue, earnings, dividend, and free cash flow growth and above-average profit margins, profitability and balance sheet quality.

Historically, the Fund has tended to primarily own larger companies, although at any time, the Fund may own small, medium, or large capitalization companies. Normally, equity securities of U.S. companies will represent 60% or more of the Fund’s assets. The Fund’s secondary investment objective is the generation of a moderate amount of investment income.

The Fund may acquire investment grade corporate bonds, debentures, U.S. Treasury bonds and notes and preferred stocks. Normally, such fixed-income securities will not constitute more than 40% of the Fund’s portfolio.

FUND MANAGEMENT

Edson L. [Ted] Bridges III, CFA

President, CEO, Director

Edson (Ted) L. Bridges III, CFA is the portfolio manager of the Bridges Investment Fund, Inc. Mr. Bridges has been responsible for the day-to-day management of the Fund’s portfolio since April 11, 1997, when he was elected President of the Fund. He is also President and CEO of Bridges Investment Management, Inc., the Fund’s investment adviser. He graduated from Dartmouth College and earned a J.D. degree from the University of Nebraska Law School. Mr. Bridges joined Bridges Investment Counsel, Inc. in 1983 and has been responsible for the Firm’s securities research and portfolio management.

Brian M. Kirkpatrick

Executive Vice President

Brian Kirkpatrick joined Bridges in 1992, after receiving his degree in Business Administration from Pensacola Christian College. Brian received his CFA designation in 2001 and is a member of the CFA Society of Nebraska. Brian heads the investment research team for Bridges Investment Management, Inc. and is a member of the Investment Committee. Brian also provides portfolio management for individuals, corporate assets and charitable foundations.

Brian lives in Omaha and has two children.

Nancy K. Dodge

Secretary, Treasurer and Chief Compliance Officer

Nancy Dodge began her career with Bridges in 1980. Since that time she has worked in the areas of research, client accounting, equity trading and customer service. Today, Nancy manages the day to day operations of Bridges Investment Fund, Inc. while serving on the portfolio management team and overseeing new business relationships.

Nancy and her husband, Wes, enjoy a variety of spectator sports, gardening, and spending time with family and friends.

Daily NAV as of 01/23/2020
Fund NameNAVChange $
Bridges Investment Fund$76.42$0.14

Past performance does not guarantee future results.

AVERAGE ANNUAL TOTAL RETURNS BY QUARTER as of 12/31/2019
Fund Name YTD 1 Year 3 Year 5 Year 10 Year Since Inception*07/01/1963
Bridges Investment Fund 32.13% 32.13% 15.76% 10.76% 12.00% 7.76%
S&P 500 TR 31.49% 31.49% 15.27% 11.70% 13.56% N/A

*Inception Date: 07/01/1963

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Fund performance current to the most recent month-end may be obtained by calling 866-934-4700.

TOP TEN HOLDINGS AS OF: 12/31/2019

Company Name Percent
APPLE INC 9.73%
MASTERCARD INC 8.68%
ALPHABET INC 5.47%
AMAZON.COM INC 4.71%
VISA INC 3.83%
MICROSOFT CORP 3.78%
ISHARES TR CORE S&P MCP ETF 2.94%
BOOKING HOLDINGS INC 2.83%
UNION PACIFIC CORP 2.58%
BLACKROCK GROUP 2.56%

Click here to view the complete holdings list.

FUND FACTS AS OF: 09/30/2019

Symbol brgix
Cusip 108439100
Dividend Policy Quarterly
Inception Date 07/01/1963
Minimum Investment $1,000
Manager Tenure Over 22 years
Total Fund Assets $180.5 million
Total # Stocks 48
Total # Fixed Income 1
Turnover Ratio 11.54%
Expense Ratio .79%
Sales Charge None
Redemption Fee None

The Bridges Investment Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Bridges Investment Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Mutual fund investing involves risk. Principal loss is possible. Small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for long-term debt securities. The Bridges Fund invests in foreign securities, which involves greater volatility and political, economic and currency risks and differences in accounting methods.

Fund holdings are subject to change and are not a recommendation to buy or sell any securities.

While the fund is no-load, management fees and other expenses still apply. Please refer to the prospectus for further details.

Free Cash Flow: A measure of the cash produced by the firm in a given period on behalf of equity holders. The true measure of the value of a firm’s equity is considered to be the present value of all free cash flows.

The S&P 500 Index is a broad-based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. Russell 1000 Growth Index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. One cannot invest directly in an index.