Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | BRUSX Insights | BRUSX Score | BRUSX Performance | BRUSX News | BRUSX Allocation | BRUSX Holdings Change

Bridgeway Ultra-Small Company Fund (BRUSX)

Fund performance review and position details on Bridgeway Ultra-Small Company Fund (BRUSX)

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

Bridgeway Ultra-Small Company Fund (BRUSX) HighlightBridgeway Ultra-Small Company Fund (BRUSX) Fund Summary

Bridgeway Ultra-Small Company Fund (BRUSX) statistics as of May 30, 2016

Category: Small Value
Fund Family: Bridgeway
Net Asset: $102.77M
Yield: 1.05%
Year-to-Date Return: -1.41%
Morningstar rating: 1

 

Bridgeway Ultra-Small Company Fund (BRUSX) CostBridgeway Ultra-Small Company Fund (BRUSX) Cost

Bridgeway Ultra-Small Company Fund (BRUSX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Small Value average): 1.11% (1.33%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 90.00%

 

Bridgeway Ultra-Small Company Fund (BRUSX) PerformanceBridgeway Ultra-Small Company Fund (BRUSX) Performance

Most current Bridgeway Ultra-Small Company Fund (BRUSX) Performance

1-month Performance (Small Value category median performance): -2.70% (1.39%)
3-month Performance (Small Value category median performance): 7.72% (11.14%)
1 Year Performance (Small Value category median performance): -17.07% (-3.44%)
3 Year Performance (Small Value category median performance): -0.13% (6.26%)
5 Year Performance (Small Value category median performance): 5.85% (7.71%)
Number of Years of positive return: 15 years
Number of Years of negative return: 6 years
3 year Alpha (Small Value category average): -11.83 (-3.94)
3 year Beta (Small Value category average): 1.17 (1.03)
3 year Sharpe Ratio: 0.07
3 year Treynor: -0.18

Bridgeway Ultra-Small Company Fund (BRUSX) topholdingTop Stock Holdings in Bridgeway Ultra-Small Company Fund (BRUSX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
NeoPhotonics Corporation Common2.69%0.00%
Hooker Furniture Corporation2.59%0.00%
Oclaro, Inc.2.31%0.00%
A-Mark Precious Metals, Inc.2.17%0.00%
Sientra, Inc.1.98%0.00%
LSB Industries, Inc. Common Sto1.83%0.00%
Olympic Steel, Inc.1.73%0.00%
Mattson Technology, Inc.1.71%0.00%
NV5 Global, Inc.1.55%0.00%
Maxwell Technologies, Inc.1.52%0.00%
*Note: The price change will reset to 0 after the midnight

 

Bridgeway Ultra-Small Company Fund (BRUSX) Portfolio AllocationBridgeway Ultra-Small Company Fund (BRUSX) Fund Portfolio Allocation

Bridgeway Ultra-Small Company Fund (BRUSX) Fund Portfolio Allocation data as of 03/2016

Stock98.77%
Bond0%
Cash1.23%
Other0%

 

Bridgeway Ultra-Small Company Fund (BRUSX) CompareCompare with other Small Value category mutual funds

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

Fund1 Year3 year5 year
Bridgeway Ultra-Small Company-17.07-0.135.85
CornerCap Small Cap Value (CSCVX)1.5711.119.49 Compare
Dean Small Cap Value (DASCX)2.098.239.21 Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)1.9310.6710.24 Compare

See top fund managers for Small Value Category Funds

 

Bridgeway Ultra-Small Company Fund (BRUSX) PerformanceOther Financial Data Web Sites on Bridgeway Ultra-Small Company Fund (BRUSX)

Addition research sites for Bridgeway Ultra-Small Company Fund (BRUSX)

 

Bridgeway Ultra-Small Company Fund (BRUSX) Related ResourcesSee more information on Bridgeway Ultra-Small Company (BRUSX) Fund

Popular pages on Bridgeway Ultra-Small Company (BRUSX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update