3 / 5 Stars
5 5 1 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#12 in Small Value
U.S. News evaluated 119 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 34.46 percent over the past year, 16.51 percent over the past three years, 28.76 percent over the past five years, and 9.32 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.1%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||28.8%|
|10 Years (Annualized)||9.3%|
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 are Low compared to funds in the same category.
Bridgeway Ultra Small Company Fund has an expense ratio of 1.17 percent.
Risk is High compared to funds in the same category according to Morningstar.