3 / 5 Stars
4 4 2 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#38 in Small Blend
U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 44.46 percent over the past year, 17.73 percent over the past three years, 27.77 percent over the past five years, and 7.19 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.2%|
|3 Years (Annualized)||17.7%|
|5 Years (Annualized)||27.8%|
|10 Years (Annualized)||7.2%|
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation. 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 Cap-Based Portfolio 10 Index (the "index") published by the University of Chicago's Center for Research in Security Prices ("CRSP") over longer time periods. The Adviser invests in a representative sample of the companies included in the index.
Fees are Above Average compared to funds in the same category.
Bridgeway Ultra Small Company Market Fund has an expense ratio of 0.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.