3 / 5 Stars
4 4 2 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 122 Small Value 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 26.71 percent over the past year, and 15.46 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Bridgeway Omni Tax-Managed Small-Cap Value Fund has an expense ratio of 0.60 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.