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Message Boards Settings Bridgeway Large-Cap Value - Quote Info
Re: ROTH IRA      4-Apr-07 08:11 pm    
I own several Bridgeway funds, including a modest amount of BRLVX, but the foundation of my rollover IRA is Fariholme (FAIRX). Check it out - it is a great fund, rarely drops signficantly with the market, yet very nice returns. Plot it on a chart along with your other funds and you'll see what I mean. It also gives you indirect ownership of Berksire Hathaway, it's largest equity holding.

My largest Bridgeway holding is BRAIX, right behind Fairholme, for the Aggressive part. Then BRUSX (closed) and BRMCX (closed to new investors) for some small-cap / micro-cap exposure. Also, for some great international diversification, Dodge & Cox International (DODFX) is one of the best. And finally one of the all-time best bond funds, in my opinion: Loomis & Sayles (LSBRX) to give me a little fixed income exposure which I will probably increase when I retire (soon).
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Bridgeway Large-Cap Value is best for your Roth IRA, Sm...
monk_jay Rate it 4-Apr-07 01:33 pm  
 
Re: ROTH IRA
motpowerlif... (1 Rating) 4-Apr-07 08:11 pm  
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Bridgeway Large-Cap Value (BRLVX)

Chart for Bridgeway Large-Cap Value (BRLVX)
On Dec 18: 11.92 Up 0.06 (0.51%)
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