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
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) Fund Summary
Bridgeway Ultra-Small Company Fund (BRUSX) statistics as of May 30, 2016
Category: Small ValueFund Family: Bridgeway
Net Asset: $102.77M
Yield: 1.05%
Year-to-Date Return: -1.41%
Morningstar rating: 1
Bridgeway Ultra-Small Company Fund (BRUSX) Cost
Bridgeway Ultra-Small Company Fund (BRUSX) various investment related cost
Initial Investment: 2,000Total 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) 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
Top Stock Holdings in Bridgeway Ultra-Small Company Fund (BRUSX)
See stock holding change map for more historic information
Stock | Weighting | Price change (15 mins delay) |
NeoPhotonics Corporation Common | 2.69% | 0.00% |
Hooker Furniture Corporation | 2.59% | 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 Sto | 1.83% | 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% |
Bridgeway Ultra-Small Company Fund (BRUSX) Fund Portfolio Allocation
Bridgeway Ultra-Small Company Fund (BRUSX) Fund Portfolio Allocation data as of 03/2016
Stock | 98.77% |
Bond | 0% |
Cash | 1.23% |
Other | 0% |
Compare with other Small Value category mutual funds
Below are some additional Small Value mutual funds generated out of our database
Fund | 1 Year | 3 year | 5 year | |
Bridgeway Ultra-Small Company | -17.07 | -0.13 | 5.85 | |
CornerCap Small Cap Value (CSCVX) | 1.57 | 11.11 | 9.49 | Compare |
Dean Small Cap Value (DASCX) | 2.09 | 8.23 | 9.21 | Compare |
Wells Fargo Advantage Spec SmCp Val A (ESPAX) | 1.93 | 10.67 | 10.24 | Compare |
See top fund managers for Small Value Category Funds
Other Financial Data Web Sites on Bridgeway Ultra-Small Company Fund (BRUSX)
Addition research sites for Bridgeway Ultra-Small Company Fund (BRUSX)
- U.S. Securities and Exchange Commission Filing on Bridgeway Ultra-Small Company Fund (BRUSX)
- Google Finance page on Bridgeway Ultra-Small Company Fund (BRUSX)
- Morningstar page on Bridgeway Ultra-Small Company Fund (BRUSX)
- Yahoo Finance page on Bridgeway Ultra-Small Company Fund (BRUSX)
- MSN MoneyCentral Finance page on Bridgeway Ultra-Small Company Fund (BRUSX)
- Reuters Finance page on Bridgeway Ultra-Small Company Fund (BRUSX)
- Yahoo Message Board on Bridgeway Ultra-Small Company Fund (BRUSX)
 
See more information on Bridgeway Ultra-Small Company (BRUSX) Fund
Popular pages on Bridgeway Ultra-Small Company (BRUSX) Fund
- Bridgeway Ultra-Small Company (BRUSX) Fund Research and Recommendation
- Bridgeway Ultra-Small Company (BRUSX) Fund Performance Data
- Bridgeway Ultra-Small Company (BRUSX) Fund Manager Information
- Historic Bridgeway Ultra-Small Company (BRUSX) Fund Asset Allocation Report
- Historic Bridgeway Ultra-Small Company (BRUSX) Fund Top 10 Holding Tracking
- Historic Bridgeway Ultra-Small Company (BRUSX) Fund Asset Under Management Tracking