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Bridgeway Small-Cap Momentum N Fund (BRSMX)

Fund performance review and position details on Bridgeway Small-Cap Momentum N Fund (BRSMX)

    Last Trade: $ on , Change: (0%)

Bridgeway Small-Cap Momentum N Fund (BRSMX) HighlightBridgeway Small-Cap Momentum N Fund (BRSMX) Fund Summary

Bridgeway Small-Cap Momentum N Fund (BRSMX) statistics as of May 30, 2016

Category: Small Growth
Fund Family: Bridgeway
Net Asset: $4.13M
Yield: 0.23%
Year-to-Date Return: 0.89%
Morningstar rating: 3

 

Bridgeway Small-Cap Momentum N Fund (BRSMX) CostBridgeway Small-Cap Momentum N Fund (BRSMX) Cost

Bridgeway Small-Cap Momentum N Fund (BRSMX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Small Growth average): 0.90% (1.31%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 198.00%

 

Bridgeway Small-Cap Momentum N Fund (BRSMX) PerformanceBridgeway Small-Cap Momentum N Fund (BRSMX) Performance

Most current Bridgeway Small-Cap Momentum N Fund (BRSMX) Performance

1-month Performance (Small Growth category median performance): 2.98% (2.60%)
3-month Performance (Small Growth category median performance): 11.45% (11.52%)
1 Year Performance (Small Growth category median performance): -2.66% (-7.74%)
3 Year Performance (Small Growth category median performance): 5.91% (6.86%)
5 Year Performance (Small Growth category median performance): 7.33% (7.01%)
Number of Years of positive return: 3 years
Number of Years of negative return: 2 years
3 year Alpha (Small Growth category average): -4.21 (-3.8)
3 year Beta (Small Growth category average): 0.99 (1.06)
3 year Sharpe Ratio: 0.46
3 year Treynor: 5.89

Bridgeway Small-Cap Momentum N Fund (BRSMX) topholdingTop Stock Holdings in Bridgeway Small-Cap Momentum N Fund (BRSMX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Blackbaud, Inc.0.86%0.00%
Telephone and Data Systems, Inc0.86%0.00%
CyrusOne Inc0.85%0.00%
RSP Permian, Inc. Common Stock0.83%0.00%
Cantel Medical Corp. Common Sto0.8%0.00%
Prestige Brand Holdings, Inc. C0.8%0.00%
Ellie Mae, Inc. Common Stock0.79%0.00%
iShares Russell 20000.79%N/A
Helen of Troy Limited0.78%0.00%
Convergys Corporation Common St0.76%0.00%
*Note: The price change will reset to 0 after the midnight

 

Bridgeway Small-Cap Momentum N Fund (BRSMX) Portfolio AllocationBridgeway Small-Cap Momentum N Fund (BRSMX) Fund Portfolio Allocation

Bridgeway Small-Cap Momentum N Fund (BRSMX) Fund Portfolio Allocation data as of 03/2016

Stock100%
Bond0%
Cash0%
Other0%

 

Bridgeway Small-Cap Momentum N Fund (BRSMX) CompareCompare with other Small Growth category mutual funds

Below are some additional Small Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Bridgeway Small-Cap Momentum N-2.665.917.33
Thrivent Small Cap Stock A (AASMX)-2.128.136.23 Compare
Invesco Small Cap Growth A (GTSAX)-6.349.449.20 Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.9610.719.36 Compare

See top fund managers for Small Growth Category Funds

 

Bridgeway Small-Cap Momentum N Fund (BRSMX) PerformanceOther Financial Data Web Sites on Bridgeway Small-Cap Momentum N Fund (BRSMX)

Addition research sites for Bridgeway Small-Cap Momentum N Fund (BRSMX)

 

Bridgeway Small-Cap Momentum N Fund (BRSMX) Related ResourcesSee more information on Bridgeway Small-Cap Momentum N (BRSMX) Fund

Popular pages on Bridgeway Small-Cap Momentum N (BRSMX) Fund

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