Bridgeway Micro-Cap Limited
5615 Kirby Drive Suite 518 Houston TX 77005-2448
Map
Phone: 800-661-3550
| Category: | Small Growth | | Fund Family: | Bridgeway | | Net Assets: | 25.94M | | Year-to-Date Return: | 6.16% | | Yield: | 0.29% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-98 |
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John Montgomery
Lead Manager since
01-Jul-98 | | | Montgomery is founder and president of Bridgeway. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return, primarily through capital appreciation. The fund normally invests at least 80% of assets in equity securities of micro-cap companies. These securities are defined as those with market capitalizations equivalent to the size of the second and third smallest 10% of those listed on the New York Stock Exchange. The fund may also invest up to 15% of assets in foreign securities and ADRs. |
| Last Dividend
(16-Dec-08):
| 0.01 | | Last Cap Gain
(14-Dec-06):
| 2.21 | | Annual Holdings Turnover
| 151.00% | | Average for Category:
| 132.21% |
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| Expense | BRMCX | Category
Avg | | Total Expense Ratio: | 0.85%
| 1.61% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 278 | $680 | | 5 Yr Expense Projection*: |
$ 482 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,073 | $2,174 |
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0.34% Nasdaq 
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