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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 113 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 33.40 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.1% |
| 1 Year | 33.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a broad and diverse group of small-cap stocks that the Adviser determines to be value stocks. It invests 80% of its net assets (plus borrowings for investment purposes) in equity or equity-related securities ("common stocks") of small-cap companies at the time of purchase. The fund primarily invests in small-cap stocks that are listed on the New York Stock Exchange, the NYSE MKT and NASDAQ. It may invest up to 15% of its total assets in foreign securities.
Fees
Fees are Below Average compared to funds in the same category.
Bridgeway Omni Tax-Managed Small-Cap Value Fund has an expense ratio of 0.60 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
