THE SIX KEY FACTORS WE BELIEVE PROMOTE EQUITY FUND GROWTH
The Bridges Investment Fund is managed by Bridges Investment Management Inc. located in Omaha, Nebraska. The portfolio manager is Edson (Ted) L. Bridges III, CFA. Mr. Bridges has been responsible for day-to-day management of the fund’s portfolio since April 11, 1997, when he was elected president of the fund.
THE FUND IS BASED ON THE FOLLOWING SIX KEY FACTORS, WHICH WE TERM THE BRIDGES DIFFERENCE:
Focused – Emphasis on identifying companies with competitive growth and profitability metrics and attractive long-term market valuations.
Experienced – The fund’s portfolio manager has more than 40 years of investment experience and has been managing the fund for over 26 years.
Independent – The portfolio manager is supported by a team of financial analysts who conduct independent fundamental research.
Cost Efficient – The expense ratio is lower than the equity mutual fund universe average.* The fund’s low portfolio turnover helps minimize transaction expenses.
Committed – The portfolio manager and other investment adviser officers invest their own money in the fund.
Proven – The fund has a long track record of performance.
* The expense ratio is considered low based on a June 30, 2023 study of the fee basis of all large cap growth mutual funds in the Morningstar database. The average fee of a mutual fund included in that study was 0.85%
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.
Bridges Investment Management, Inc. is the adviser to Bridges Investment Fund, which is distributed by Quasar Distributors, LLC.