Balanced

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Note: The following information has not been updated by the vendor since 07/16/04.

Address:	5615 Kirby Dr
	Houston, TX 77005-2448
Phone # for sales:	800 661 3550
Fax:	713 807 8071
Website:	www.bridgeway.com
Click link to request additional product information.
E-mail address:	fund@bridgewayfund.com

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Balanced

Symbol: BRBPX

Portfolio contains these types of investments:

Bonds, Stocks, Covered Calls, Secured Puts

Minimum Investment: $2,000

1-Year Profit Projection: N/A

Brief fund description:

This Portfolio seeks to provide a high current return with short-term risk less than or equal to 40% of the stock market. The Balanced Portfolio uses two main strategies. The first is option writing, a strategy in which one sells covered calls or secured put options. The Portfolio invests in companies of any size for which exchange-traded options are available. The second main strategy is fixed-income investments. At least 25% of the of the Portfolio's total assets will be invested in fixed income securities.

Expenses TOP

Annual expense ratio: .94%

Tax Efficiency: NA

Load Type:

None

Load Percentage: N/A

Performance TOP

Performance 3 Months: N/A

Performance Year to Date: 3.48

Performance 12 Months: 12.9

Performance 3 Years: 4.75

Performance 5 Years: N/A

Additional Comments TOP

Fund Features:

N/A

Fund Strategy:

N/A

Fund | Expenses | Performance | Additional Comments

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