3 / 5 Stars
4 3 2 5 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#31 in Small Value
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 20.62 percent over the past year, 16.69 percent over the past three years, 20.07 percent over the past five years, and 8.88 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.9%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||8.9%|
The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of small-cap stocks that are listed on the New York Stock Exchange, NYSE MKT, and NASDAQ. It invests at least 80% of its net assets (plus borrowings for investment purposes) in stocks from among those in the small-cap value category at the time of purchase. The Adviser selects stocks within the small-cap value category for the fund using a statistically driven approach.
Fees are Low compared to funds in the same category.
Bridgeway Small Cap Value Fund has an expense ratio of 0.91 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.