BAGX — EA Bridgeway Aggressive Investors ETF
Data updated: 2026-05-13
BAGX — EA Bridgeway Aggressive Investors ETF. United States Multi-Cap / All-Cap Blend / Core Equity. Holdings, fees, performance and SEC filings.
BAGX Fund Overview
BAGX — EA Bridgeway Aggressive Investors ETF is a US ETF managed by EA Series Trust, categorised as United States Multi-Cap / All-Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US ETF
- Manager: EA Series Trust
- Category: United States Multi-Cap / All-Cap Blend / Core Equity
- Ticker: BAGX
- SEC CIK: 0001592900
- SEC series ID: S000104601
- Share class ID: C000275230
BAGX Investment Objective and Strategy
EA Bridgeway Aggressive Investors ETF describes its objective and strategy as follows, from its latest prospectus filed with the SEC by EA Series Trust.
Investment objective
The EA Bridgeway Aggressive Investors ETF (the Fund) seeks to provide long-term total return on capital, primarily through capital appreciation.
Principal investment strategy
The Fund invests in a portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE American, and Nasdaq. The Funds sub-adviser, Bridgeway Capital Management, LLC (the Sub-Adviser), selects stocks for the Fund using a statistical approach to identify stocks with a lower probability of price decline over the long term, though the stock price may be more volatile in the short-term. The Sub-Adviser generally selects companies to provide strong portfolio exposure to Quality (e.g., high profit margins and stable earnings), Value (e.g., low valuation multiples), and Sentiment (e.g., positive estimate revisions or price momentum) factors. The Fund may also use aggressive investment techniques such as: investing up to 10% of its total assets in a single company, investing in foreign companies (i.e., companies based in a country other than the United States or that derive a majority of their revenue from activities outside of the United States), and short-term trading (buying and selling the same security in less than a three month timeframe).
The Sub-Advisers investment process incorporates material environmental, social, and governance (ESG) information, when available, as a consideration in the ongoing assessment of potential portfolio securities. The Sub-Adviser uses ESG research and/or ratings information provided by third parties in performing this analysis and considering ESG risks. As with any consideration used in assessing portfolio securities, the Sub-Adviser may, at times, utilize ESG information to increase the weighting of an issuer with a good ESG record or decrease the weighting of an issuer with a poor ESG record. However, as ESG information is just one investment consideration, ESG considerations are not solely determinative in any investment decision made by the Sub-Adviser. Although the Fund seeks investments across a number of sectors, from time to time the Fund may have significant positions in particular sectors.
BAGX Costs and Fees
BAGX costs about $73 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.73%
- Gross expense ratio: 0.73%
- Portfolio turnover: 61%
BAGX Debt Constituents
No individual debt constituents are reported in EA Bridgeway Aggressive Investors ETF's latest SEC N-PORT filing.
BAGX Prospectus and SEC Filings
Official EA Bridgeway Aggressive Investors ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Multi-Cap / All-Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.