Bridges Investment Fund Inc
Data updated: 2023-03-13
C000017015 — Bridges Investment Fund Inc data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Capital Appreciation / Growth Allocation · $175.03M AUM · 0.72% expense ratio · -28.7% 1-yr return. From SEC regulatory filings.
C000017015 Fund Overview
Bridges Investment Fund Inc is a US mutual fund managed by Bridges Investment Fund Inc, categorised as Capital Appreciation / Growth Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Bridges Investment Fund Inc
- Category: Capital Appreciation / Growth Allocation
- Assets under management: $175.03M
- 1-year return: -28.7%
- SEC CIK: 0000014170
- SEC series ID: S000006176
- Share class ID: C000017015
C000017015 Performance
Total returns for C000017015 (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | -28.7% |
| 3 years (annualised) | 4.3% |
C000017015 Risk Information
Risk metrics for C000017015, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 24.8%
C000017015 Costs and Fees
C000017015 costs about $72 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.72%
- Gross expense ratio: 0.72%
- Portfolio turnover: 9%
- Brokerage commissions: 0.35 bps of average net assets (SEC N-CEN)
C000017015 Cashflows
Over the 12 months to 2022-12, Bridges Investment Fund Inc had net inflows of $31.08M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2022-12 | $14.29M |
| 2022-11 | $1.67M |
| 2022-10 | $1.31M |
| 2022-09 | $309.89K |
| 2022-08 | $1.62M |
| 2022-07 | $2.23M |
C000017015 Debt Constituents
No individual debt constituents are reported in Bridges Investment Fund Inc's latest SEC N-PORT filing.
C000017015 Prospectus and SEC Filings
Official Bridges Investment Fund Inc filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Capital Appreciation / Growth Allocation 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.