BAGXEA Bridgeway Aggressive Investors ETF
Seeks long-term total return on capital, primarily through capital appreciation.
By Empowered Funds, LLC · Launched 1994
Annual Cost
0.73%
#3,865 of 6,033 · average
Fund Size
$198M
#2,461 of 6,033 · mid-size
Return (1Y)
N/A
Track Record
32 years
#14 of 6,033 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,287+2.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 28.5% of funddiversified
NVIDIA CorpNVDA
6.0%
Apple IncAAPL
4.6%
Alphabet Inc Class AGOOGL
4.1%
Microsoft CorpMSFT
3.7%
Lam Research CorpLRCX
1.8%
Illumina IncILMN
1.7%
Amazon.com IncAMZN
1.7%
Synchrony FinancialSYF
1.6%
Booking Holdings IncBKNG
1.6%
Applied Materials IncAMAT
1.6%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
39.0%
Financial Services
15.6%
Industrials
11.8%
Consumer Cyclical
11.1%
Healthcare
7.8%
Communication
7.7%
Energy
3.2%
Basic Materials
3.0%
Other
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-4.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term total return on capital, primarily through capital appreciation.
- Strategy
- Invests in a portfolio of common stocks of companies of any size listed on major U.S. exchanges. The Sub-Adviser uses a statistical approach to select stocks with strong Quality, Value, and Sentiment factors, incorporating ESG considerations in the investment process.
- Inception date
- August 5, 1994
- Fund family
- Empowered Funds, LLC
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Data updated on 2026-09-16