Bridgeway Blue Chip Fund
BRLIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 20 Greenway Plaza Houston TX United States of America 77046
- IPO Date
- Jan 2, 2019
- CIK
- 0000916006
- Similar Companies
- Business
- Bridgeway Blue Chip Fund (BRLIX) is an actively managed mutual fund that seeks long-term total return on capital, primarily through capital appreciation and secondarily through income, by investing at least 80% of its net assets in blue-chip stocks defined as equities issued by the largest 150 U.S. companies by market capitalization; these include well-established firms such as Microsoft Corp., Visa Inc., Procter & Gamble Co., and United Parcel Service Inc. Class B. The fund employs a statistically driven, model-based investment process with a narrow ESG overlay, typically holding approximately 35 stocks, and is subject to market risk and focus investing concentration. It forms part of the Bridgeway Funds family advised by Bridgeway Capital Management LLC, a Houston-based investment manager founded in 1993 and headquartered at 20 Greenway Plaza, Suite 450, Houston, Texas, which oversees approximately $4 billion in assets across mutual funds, ETFs, and institutional strategies primarily for institutions, financial advisors, high-net-worth individuals, and non-profits. In a significant strategic reorganization completed on October 14, 2022, the Bridgeway Blue Chip Fund was converted on a tax-free basis into the EA Bridgeway Blue Chip ETF (BBLU), with shareholders receiving equivalent shares held by US Bank as transfer agent; this shift enhances tax efficiency, intraday trading liquidity, and transparency while adopting the predecessor mutual fund's performance history dating back to July 31, 1997. The ETF trades on NYSE Arca under ticker BBLU and continues the same blue-chip strategy, maintaining team management by Bridgeway Capital Management. No major acquisitions, funding rounds, partnerships, or new product launches have been reported for Bridgeway Capital Management or the fund in 2024 or 2025; recent activity includes routine 13F portfolio adjustments, such as increased stakes in Netflix Inc. and Palantir Technologies Inc., as of June 30, 2025. The firm operates exclusively in the United States, targeting large-cap equity investors with a disciplined, evidence-based approach.