Bridgeway Ultra-Small Company (BRUSX)
* As of 31-Jul-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.17%|
Performance & Risk
|5y Avg Return:||17.26%|
|Rank in Category (ytd):||85|
|% Rank in Category (ytd):||21.91%|
|Morningstar Risk Rating:||5|
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation.
The fund invests in a diversified portfolio of common stocks of ultra-small companies. It 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 may invest up to 15% of its total assets in foreign securities. The fund may engage in active and frequent trading. View More