| 28.86 Net Asset Value | +0.80% 1 Day | +9.24% Year-to-Date | Overall Morningstar Rating |
| Multialternative Style or Category | No Load Sales Expenses | 2.17% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +7.87% | 3 years | -- | |
| 3 months | +2.95% | 5 years | -- | |
| 1 year | -- | Since inception | +7.06% |
| BVSFX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +1.07% |
| Expense ratio | 2.17% | 2.08% |
| Risk 5 year sharpe ratio | 0.56 | 0.11 |
| Net assets | $32.6M | $291.0M |
| Average market cap | $2.2B | $15.9B |
| Average P/E | 9.1 | 15.2 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Bridgehampton |
| Fund manager & tenure | Kenneth Lee / 0 Years |
| Minimal initial investment | $25,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| SPY SPDR S&P 500 | 14.00% |
| BBRY Research in Motion Ltd | 4.79% |
| GM General Motors Co | 4.73% |
| PWER Power-One, Inc. | 4.57% |
| TSRA Tessera Technologies, Inc. | 4.17% |
| -- Sunpower Cv 4.75% | 4.16% |
| -- Gt Advcd Tech Cv 3% | 4.02% |
| GVP GSE Systems | 3.75% |
| -- Hawaiian Hldgs Cv 5% | 3.73% |
| -- US Treasury Note 1.75% | 3.48% |
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