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Bridgeway Ultra-Small Company

BRUSX
26.78
-0.19
-0.70%
7/25/2016
5 Years
  • Previous Close

    26.97

  • Net Assets

    104.78M

  • Yield

    1.05%

  • Front load

    None

  • Expenses

    1.11%

  • Category

    Small Value

  • Morningstar Risk

    Above Average

  • Morningstar Rating
Profile

Name of Issuer

Bridgeway

Fund Style

Open

Fund Manager

Elena Khoziaeva

Investment Style

Small Blend

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. The fund may invest up to 15% of its total assets in foreign securities. It may engage in active and frequent trading.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA NA
Initial Purchase: AIP 2,000

Inception

8/5/1994

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