FORMS
Click on any of the following titles to download a PDF.
You must have the Adobe Acrobat Reader plugin installed to view these materials. Click on the icon the right to download Adobe Acrobat for free.
FUND INFORMATION
Bridges Investment Fund Statutory Prospectus
Bridges Investment Fund Summary Prospectus
Bridges Investment Fund Statement of Additional Information
Bridges Investment Fund Annual Shareholder Report 2022
Bridges Investment Fund Semi-Annual Shareholder Report 2022
Bridges Investment Fund Fact Sheet – December 31, 2022
Bridges Investment Fund IRA and Coverdell Disclosure Statement
MANAGER COMMENTARY
Opinions expressed are those of Edson L. Bridges III and is not intended to be a forecast of future events, a guarantee of future results, nor investment advice.
Bridges Investment Fund Annual Letter to Shareholders dated January 9, 2023
FORMS
Bridges Investment Fund New Account Application
Bridges Investment Fund IRA Application
Bridges Investment Fund IRA Transfer Form
Bridges Investment Fund Coverdell Education Savings Account Application
Bridges Investment Fund Beneficiary Designation Form
Bridges Investment Fund Beneficiary Payout Form for IRA Assets
Bridges Investment Fund Change of Registration Form
Bridges Investment Fund Statement Linking Request Form
Bridges Investment Fund Entity Account Application
Bridges Investment Fund Certification of Beneficial Owners
Bridges Investment Fund Required Minimum Distribution Form
Bridges Investment Fund IRA Qualified Plan Distribution Request Form
REGULATORY DOCUMENTS & RESOURCES
2022 Tax Guide
Bridges Investment Fund Proxy Voting Report 2022
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.