Blue Chip 35 Index
Our blue chip index strategy is a low-cost approach which seeks to provide long-term total return, primarily through capital appreciation, but also some income from ultra-large companies (top 150 companies in market cap).
Target Benchmark
Our objective is to exceed the return of the S&P 500 Index and the proprietary Bridgeway Ultra Large 35 Index.
Investment Universe
Only the largest 150 companies in terms of market capitalization are considered for investment.
Security Selection and Weighting
Assets are invested selectively among the largest 150 companies, with care taken to control exposure to risk. Rebalancing takes place every 2 to 3 years to keep turnover down.
Available Investment Vehicles
| Mutual Fund | Separate Account | |
|---|---|---|
| Name | Blue Chip 35 Index Fund | Blue Chip 35 Index Portfolio Composite |
| Inception | 07/31/97 | 01/01/01 |
| Symbol | BRLIX | NA |
| Minimum Investment | $2000 | $10,000,000 |
| Sales Load | 0.00% | NA |
| 12-b1 Fees | 0.00% | NA |