BBLUEa Bridgeway Blue Chip ETF
Seeks long-term total return on capital primarily through capital appreciation.
By Bridgeway · Launched 1997
Annual Cost
0.15%
#612 of 5,861 · low cost
Fund Size
$446M
#1,687 of 5,861 · large
Return (1Y)Goal
+20.7%
Track Record
29 years
#40 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,331+23.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 33.9% of fund✓ well diversified
NVIDIA CorpNVDA
3.8%
JPMORGAN CHASE & CO.JPM
3.7%
Broadcom IncAVGO
3.7%
Exxon Mobil CorpXOM
3.6%
Chevron CorpCVX
3.5%
Apple IncAAPL
3.3%
Verizon Communications IncVZ
3.1%
Advanced Micro Devices IncAMD
3.1%
Johnson & JohnsonJNJ
3.0%
Merck & Co IncMRK
3.0%
Asset allocation
Stocks
99.7%
Cash
0.2%
Other
0.1%
By sector
Technology
31.5%
Financial Services
15.9%
Healthcare
14.2%
Communication
12.6%
Consumer Cyclical
9.5%
Consumer Defensive
8.8%
Energy
5.2%
Industrials
2.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.5%Moderate
Year-on-year price swings
Max drawdown
-17.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.15Strong risk-adjusted returns
Sortino (3Y)
1.69Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term total return on capital primarily through capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in blue-chip stocks, defined as the largest 150 U.S. companies by market capitalization. The strategy incorporates ESG considerations and aims for long-term capital appreciation with some income from dividends.
- Inception date
- July 31, 1997
- Fund family
- Bridgeway
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Data updated on 2026-08-04