Bridgeway Ultra-Small Company Market (BRSIX)
* As of 30-Sep-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.72%|
Performance & Risk
|5y Avg Return:||15.17%|
|Rank in Category (ytd):||57|
|% Rank in Category (ytd):||7.72%|
|Morningstar Risk Rating:||4|
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation.
The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in ultra-small company stocks based on company size at the time of purchase. It aims to achieve its objective by approximating the total return of the Cap-Based Portfolio 10 Index (the "index") published by the University of Chicago's Center for Research in Security Prices ("CRSP") over longer time periods. The Adviser invests in a representative sample of the companies included in the index. View More