Bridgeway Small-Cap Growth
5615 Kirby Drive Suite 518 Houston TX 77005-2448
Map
Phone: 800-661-3550
| Category: | Small Growth | | Fund Family: | Bridgeway | | Net Assets: | 64.76M | | Year-to-Date Return: | 3.48% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-03 |
|
John Montgomery
Lead Manager since
31-Oct-03 | | | 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 |
|
| |
| The investment seeks long-term total return of capital, primarily through capital appreciation. The fund will normally invests more than 80% of net assets in stocks from among those in the small-cap growth category. It defines small stocks as those companies smaller than the largest 500 U.S. companies as measured by market capitalization. The median company size in the fund was $559.33 million. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 75.00% | | Average for Category:
| 132.21% |
|
| Expense | BRSGX | Category
Avg | | Total Expense Ratio: | 0.94%
| 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*: |
$ 300 | $680 | | 5 Yr Expense Projection*: |
$ 520 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,155 | $2,174 |
|
|
0.16% Nasdaq 0.00%
Profile
