Bridgeway Small-Cap Value (BRSVX)
* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.94%|
Performance & Risk
|5y Avg Return:||7.25%|
|Rank in Category (ytd):||67|
|% Rank in Category (ytd):||15.47%|
|Morningstar Risk Rating:||4|
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