Membership Home Portfolio Stocks Bonds Funds ETFs CEFs Markets Tools Real Life Finance Discuss

IronBridge Funds, Inc. Mutual Fund Family Data Pages

Search By

Performance
04-30-13

Total ReturnCategory Average
Total Return 23.1 24.1 -3.3 13.1 12.2
Category Average 36.9 25.2 -4.0 13.8 10.9
Assets for Each Yr* 0.9 1.2 1.1 1.4 1.6
*billions

Trailing Returns %
04-30-13

  YTD 3 Year 5 Year    
Fund Family 12.16 10.76 5.15

Key Stats
04-30-13

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,587 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.0 98.87 0.93 Below Avg
International Stock --- 1.13 1.00 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

Premium Features

  Gold, Silver, and Bronze-Rated Funds
  Negative-Rated Funds
  Cost Analyzer
More Premium Features
Not a Premium Member?

Portfolio Analysis

Morningstar Style Box
0 0 1
0 0 1
0 0 1
Asset Allocation %
Cash 3.1
Stocks 96.9
Bonds 0.0
Other 0.0
Annual Turnover % 33
% Assets in Top 10 14.1
 
Sector Breakdown (% of stocks) 
Sensitive 36.7
Communication Services 0.1
Energy 5.8
Industrials 17.0
Technology 13.9
Cyclical 43.3
Basic Materials 8.3
Consumer Cyclical 13.9
Financial Services 14.9
Real Estate 6.2
Defensive 20.0
Consumer Defensives 4.4
Healthcare 9.7
Utilities 5.8

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-17-13

  Sector YTD Return % % Net Assets  
  Cullen Frost Bankers, Inc.* Financial Services 20.08 1.72
  UGI Corporation Utilities 27.36 1.62
  Ingredion Inc Consumer Defensive 12.99 1.45
  Alleghany Corp DEL* Financial Services 18.70 1.44
  Cabela's, Inc. Consumer Cyclical 70.95 1.42
  American Financial Group Inc* Financial Services 26.39 1.38
  Rayonier, Inc.* Basic Materials 17.21 1.30
  Esterline Technologies Industrials 23.33 1.28
  Owens & Minor, Inc.* Healthcare 20.66 1.28
  Deckers Outdoor Corporation Consumer Cyclical 30.35 1.25
  OGE Energy Corp* Utilities 28.97 1.22
  Under Armour, Inc. Class A* Consumer Cyclical 28.81 1.22
  Affiliated Managers Group Inc* Financial Services 28.48 1.21
  Dover Corporation* Industrials 18.03 1.16
  Iberiabank Corp Financial Services 1.65 1.12
  Atwood Oceanics, Inc. Energy 17.95 1.11
  FEI Company Technology 32.39 1.11
  Waddell & Reed Financial, Inc.* Financial Services 37.91 1.11
  Essex Property Trust RealEstate 15.55 1.07
  ITC Holdings Corp* Utilities 17.69 1.06
Show Data Definitions  |  Feedback  |  Order Reprints | Ticker Lookup

IronBridge Funds, Inc. Family

Analyst Favorites and Tools

Best 5-Year Relative Performance | More
05-17-13

Fund Name 5-Yr Rank Analyst Report
IronBridge SMID Cap Fund 46 ---
IronBridge Small Cap Fund 76 ---

Worst 5-Year Relative Performance | More
05-17-13

Fund Name 5-Yr Rank Analyst Report
IronBridge Small Cap Fund 76 ---
IronBridge SMID Cap Fund 46 ---

Lowest Expenses | More
05-17-13

Fund Name Expense Ratio Analyst Report
IronBridge Large Cap 0.80 ---
IronBridge SMID Cap Fund 0.92 ---
IronBridge Global Fund 1.00 ---
IronBridge Small Cap Fund 1.07 ---

Highest Expenses | More
05-17-13

Fund Name Expense Ratio Analyst Report
IronBridge Small Cap Fund 1.07 ---
IronBridge Global Fund 1.00 ---
IronBridge SMID Cap Fund 0.92 ---
IronBridge Large Cap 0.80 ---

Longest Manager Tenure | More
05-17-13

Fund Name Manager Name Average Manager Tenure
IronBridge Small Cap Fund Christopher C. Faber 7
IronBridge SMID Cap Fund Christopher C. Faber 6
IronBridge Global Fund Matthew Halkyard 2
IronBridge Large Cap Charles P. Henness 1

Shortest Manager Tenure | More
05-17-13

Fund Name Manager Name Average Manager Tenure
IronBridge Large Cap Charles P. Henness 1
IronBridge Global Fund Matthew Halkyard 2
IronBridge SMID Cap Fund Christopher C. Faber 6
IronBridge Small Cap Fund Christopher C. Faber 7

Morningstar Archives

Sponsor Center
Content Partners
Site Directory Site Map Our Products
Corrections Help Advertising Opportunities Licensing Opportunities Glossary RSS Mobile Portfolio Affiliate Careers Company News
International Sites: Australia Canada China France Germany Hong Kong Italy The Netherlands Norway Spain U.K. Switzerland India Finland
Stocks by: Name| Ticker| Star Rating| Market Cap| Stock Type| Sector| Industry
Mutual Funds by: Star Rating| Investment Style| Total Assets| Category| Top Holdings| Top Sectors| Symbol / Ticker| Name
ETFs by: Star Rating| Category| Total Assets| Symbol / Ticker| Name
Articles by: Title| Date| Author| Collection| Interest| Popularity
Investment Categories by: Topic| Sector| Key Indicators| User Interest| Market Cap| Industry
Premium Stocks by: Name| Ticker| Star Rating| Market Cap| Stock Type| Sector| Industry
Premium Mutual Funds by: Star Rating| Investment Style| Total Assets| Category| Top Holdings| Top Sectors| Symbol / Ticker| Name
Premium ETFs by: Star Rating| Category| Total Assets| Symbol / Ticker| Name
Popular Articles by: Title| Date| Author| Collection| Interest| Popularity
Popular Investment Categories by: Topic| Sector| Key Indicators| User Interest| Market Cap| Industry
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.

© Copyright 2013 Morningstar, Inc. All rights reserved. Please read our Terms of Useand Privacy Policy.Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.