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    Bridgeway Small-Cap Value (BRSVX)

    20.45 Down 0.06(0.29%) May 26
    Prev Close:20.51
    YTD Return*:2.51%
    Net Assets*:58.61M
    Yield*:1.92%

    * As of 30-Apr-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SANM1.97N/A
    AMKR1.70N/A
    MHLD1.64N/A
    TLMR1.62N/A
    MATX1.58N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:58.61M
    Category:Small Value
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:2.51%
    5y Avg Return:7.00%
    Rank in Category (ytd):62
    % Rank in Category (ytd):12.78%
    Beta (3y):1.19
    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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