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Bridgeway Ultra-Small Company Market (BRSIX)

12.13 +0.28 (+2.36%)
At close: November 5 at 6:46 PM EST
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DELL
  • Previous Close 11.85
  • YTD Return 3.80%
  • Expense Ratio 0.75%
  • Category Small Value
  • Last Cap Gain -11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 175.65M
  • Beta (5Y Monthly) 0.88
  • Yield 0.86%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.10
  • Inception Date Jul 31, 1997

The fund 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 aims to achieve its objective by approximating the total return of the CRSP Cap-Based Portfolio 10 Index (the "index") published by the Center for Research in Security Prices, LLC (“CRSP”), an affiliate of the University of Chicago over longer time periods. The Adviser invests in a representative sample of the companies included in the index.

Bridgeway

Fund Family

Small Value

Fund Category

175.65M

Net Assets

1997-07-31

Inception Date

Performance Overview: BRSIX

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Trailing returns as of 11/1/2024. Category is Small Value.

YTD Return

BRSIX
3.80%
Category
26.79%
?

1-Year Return

BRSIX
19.99%
Category
71.02%
?

3-Year Return

BRSIX
6.47%
Category
9.35%
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5-Year Return

BRSIX
7.86%
Category
12.17%
?

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Holdings: BRSIX

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Top 10 Holdings (6.16% of Total Assets)

SymbolCompany% Assets
NGS
Natural Gas Services Group, Inc. 0.70%
RDW
Redwire Corporation 0.68%
ORN
Orion Group Holdings, Inc. 0.65%
SGC
Superior Group of Companies, Inc. 0.65%
EBS
Emergent BioSolutions Inc. 0.62%
TREE
LendingTree, Inc. 0.62%
SGHT
Sight Sciences, Inc. 0.58%
WGS
GeneDx Holdings Corp. 0.58%
SLQT
SelectQuote, Inc. 0.55%
CSPI
CSP Inc. 0.53%

Sector Weightings

Recent News: BRSIX

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Research Reports: BRSIX

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