Bridges Investment Fund, Inc. (BRGIX)

Overview

The described fund is a diversified investment fund that focuses on achieving growth through investing primarily in common stocks. It aims for an investment strategy that seeks increased earnings and dividends over time, targeting a portfolio composition where equity securities make up 60% or more of the fund's net assets. This approach demonstrates the fund's commitment to equities as a key driver of investor returns. Additionally, the fund exhibits a global reach by allocating a proportion of its assets to U.S. dollar-denominated securities of foreign issuers and American Depositary Receipts (ADRs), thus offering investors exposure to international markets while predominantly trading on U.S. exchanges or in the U.S. over-the-counter market. The fund's investment strategy showcases a balance between a strong focus on equities for growth and a measured exposure to international markets for diversification.

Products and Services

This investment fund provides a range of investment products and services that cater to diverse investor needs, including:

• Diversified Portfolio of Common Stocks:

  The fund's primary investment focus lies in accumulating a diversified portfolio of common stocks. This strategy is driven by the belief in the potential for increased earnings and dividends over time, targeting investments that the fund management team assesses as having growth potential. By maintaining equity securities as a significant portion of the fund's net assets, the product aims to cater to investors looking for growth through stock investments.

• U.S. Dollar-Denominated Securities of Foreign Issuers:

  Up to 15% of the fund's total assets may be invested in U.S. dollar-denominated securities of foreign issuers that are traded on U.S. exchanges. This element of the fund's strategy provides investors with an opportunity to gain exposure to international markets. It allows the fund to diversify its portfolio beyond the domestic market, potentially mitigating risk and capitalizing on global market opportunities, all while transactions and holdings remain denominated in U.S. dollars.

• American Depositary Receipts (ADRs):

  The fund allocates up to 20% of its total assets to ADRs, which are traded either on U.S. exchanges or in the U.S. over-the-counter market. ADRs represent an accessible way for U.S. investors to invest in foreign companies, as they are issued by a U.S. bank representing a specified number of shares in a foreign stock. This investment product is designed for those looking to diversify their investments internationally with the convenience of U.S. market regulations and trading platforms.