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  •  Dow Up 0.13% Nasdaq Up 0.70%

    Bridgeway Small-Cap Value (BRSVX)

    22.51 Up 0.12(0.54%) Dec 26
    Prev Close:22.39
    YTD Return*:-1.56%
    Net Assets*:77.91M
    Yield*:0.47%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for BRSVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GPRE2.4341.85
    HA2.14119.11
    PES1.84-27.72
    BWS1.8216.45
    AMKR1.623.43

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:77.91M
    Category:Small Value
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:-1.56%
    5y Avg Return:16.05%
    Rank in Category (ytd):85
    % Rank in Category (ytd):21.46%
    Beta (3y):1.38
    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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