| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
3
1
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#27 in Small Value
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 26.27 percent over the past year, 11.76 percent over the past three years, 8.36 percent over the past five years, and 11.97 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 19.9% |
| 1 Year | 26.3% |
| 3 Years (Annualized) | 11.8% |
| 5 Years (Annualized) | 8.4% |
| 10 Years (Annualized) | 12.0% |
Summary
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of common stocks of ultra-small companies. It 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 may invest up to 15% of its total assets in foreign securities. The fund may engage in active and frequent trading.
Fees
Fees are Low compared to funds in the same category.
Bridgeway Ultra Small Company Fund has an expense ratio of 1.22 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
