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    Bridgeway Small-Cap Value (BRSVX)

    17.45 Down 0.03(0.17%) Feb 9
    Prev Close:17.48
    YTD Return*:-7.39%
    Net Assets*:55.13M
    Yield*:2.13%

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    SYA2.03N/A
    SANM1.94N/A
    ISLE1.69N/A
    CORE1.63N/A
    MGLN1.56N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:55.13M
    Category:Small Value
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:-7.39%
    5y Avg Return:7.25%
    Rank in Category (ytd):67
    % Rank in Category (ytd):15.47%
    Beta (3y):1.21
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of small-cap stocks that are listed on the New York Stock Exchange, NYSE MKT, and NASDAQ. It invests at least 80% of its net assets (plus borrowings for investment purposes) in stocks from among those in the small-cap value category at the time of purchase. The Adviser selects stocks within the small-cap value category for the fund using a statistically driven approach. View More
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