BRGIX Performance — Bridges Investment Fund
Data updated: 2026-08-24
BRGIX returned +1.47% year to date and +8.93% over one year to Jun 2026. The annualised 3-year return is +16.18%. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $157, against $175 for the category, and to $109 over one year, against $117. Volatility over the past three years was 14.20% a year. In the 12 months to Jun 2026 the fund lost a net $7.5M, and assets reached $220.08M.
BRGIX Growth of $100
What $100 invested in Bridges Investment Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | BRGIX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $109 | $117 |
| 3 years (Jul 2023 – Jun 2026) | $157 | $175 |
| Since data start (Jan 2023 – Jun 2026) | $200 | $216 |
BRGIX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.47% |
| 1 year | +8.93% |
| 3 years (annualised) | +16.18% |
BRGIX Annual Returns
Calendar-year total returns of Bridges Investment Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +1.47% |
| 2025 | +10.80% |
| 2024 | +27.79% |
| 2023 | +38.92% |
BRGIX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.3% | −4.1% | −5.7% | +11.4% | +4.0% | −3.0% | — | — | — | — | — | — |
| 2025 | +3.3% | −2.8% | −6.6% | −0.4% | +5.9% | +4.4% | +1.6% | +2.1% | +1.7% | +1.9% | −0.6% | +0.4% |
| 2024 | +3.2% | +5.4% | +2.0% | −4.1% | +5.0% | +5.7% | +1.2% | +2.2% | +1.5% | −0.2% | +6.0% | −2.6% |
| 2023 | +9.1% | −2.2% | +4.5% | +2.5% | +3.7% | +7.3% | +3.9% | −0.6% | −5.2% | −1.4% | +9.6% | +3.2% |
BRGIX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 14.20%
- 3-year Sharpe ratio: 0.82 (vs 4.5% risk-free rate)
- Best month: +11.40% (Apr 2026)
- Worst month: −6.60% (Mar 2025)
BRGIX Fund Flows
Monthly money in and out of Bridges Investment Fund, from SEC Form N-PORT.
- 12-month net flow: −$7.5M
- 12-month gross sales (incl. reinvestments): $19.8M
- Sales ÷ redemptions: 0.73×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $2.0M | $4.2M | −$2.2M |
| May 2026 | $894K | $2.8M | −$1.9M |
| Apr 2026 | $1.4M | $1.6M | −$207K |
| Mar 2026 | $556K | $1.4M | −$892K |
| Feb 2026 | $736K | $1.6M | −$849K |
| Jan 2026 | $671K | $3.6M | −$2.9M |
| Dec 2025 | $12.5M | $4.3M | $8.2M |
| Nov 2025 | $148K | $2.4M | −$2.3M |
| Oct 2025 | $241K | $2.5M | −$2.3M |
| Sep 2025 | $61K | $522K | −$461K |
| Aug 2025 | $148K | $950K | −$802K |
| Jul 2025 | $522K | $1.4M | −$851K |
BRGIX Assets Under Management
Net assets of Bridges Investment Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $220.08M |
| 2026-03-31 | $199.64M |
| 2025-12-31 | $225.94M |
| 2025-09-30 | $242.20M |
| 2025-06-30 | $231.64M |
| 2025-03-31 | $215.25M |
| 2024-12-31 | $233.97M |
| 2024-09-30 | $243.65M |
| 2024-06-30 | $239.01M |
| 2024-03-31 | $227.50M |
| 2023-12-31 | $207.93M |
| 2023-09-30 | $194.44M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.