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Bridgeway Small-Cap Momentum N (BRSMX) Fund Ranking and Research

Ranking, Research and Recommendation of Bridgeway Small-Cap Momentum N (BRSMX) Fund

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

 

Graph of Bridgeway Small-Cap Momentum N Fund (BRSMX) ManagerFund Manager - John Montgomery

Fund Manager Information

Fund Manager Tenure: 10.1 years
Fund Family: Bridgeway
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Bridgeway Small-Cap Momentum N Fund (BRSMX) ProfileBridgeway Small-Cap Momentum N Fund (BRSMX) Profile

Fund Profile and Description

Bridgeway Small-Cap Momentum N Fund seeks to provide long-term total returns on capital, primarily through capital appreciation. Bridgeway Small-Cap Momentum N Fund invests at least 80% of net assets (plus borrowings for investment purposes) in equity or equity-related securities (“common stocks”) of small-cap. It may invest up to 15% of its total assets in foreign securities.

 

Bridgeway Small-Cap Momentum N (BRSMX) Fund Strength What we like about Bridgeway Small-Cap Momentum N (BRSMX) Fund

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

  • Bridgeway Small-Cap Momentum N Fund (BRSMX) management has been with Bridgeway Small-Cap Momentum N Fund for 10.1 years
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) has good short-term performance (1-year return -2.66% vs -7.74% Small Growth category median performance)
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) has good Long-term performance (5-year return 7.33% vs 7.01% Small Growth category median performance)
  • Asset base in Bridgeway Small-Cap Momentum N Fund (BRSMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.8, lower than category average of 15.82
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) has a lower expense ratio than its Small Growth average: 0.90% vs 1.31%
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Bridgeway Small-Cap Momentum N Fund (BRSMX) Weakness What we are cautious about Bridgeway Small-Cap Momentum N (BRSMX) Fund

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

  • Bridgeway Small-Cap Momentum N Fund (BRSMX) has a less-than-ideal mid-term performance (3-year return 5.91% vs 6.86% Small Growth category median performance)
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) ratio of up-years vs down years can be improved
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) has a Morningstar rating of 3 and below
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) is less safe compared to its Small Growth peers
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) has an annual stock turnover rate of 198.00% that is higher than the Small Growth average of 63.11%. This could mean Bridgeway Small-Cap Momentum N is more nimble, but also signal potential high tax impact and high trading fees
  • Bridgeway Small-Cap Momentum N Fund (BRSMX) does not have a good risk adjusted return as its 3-year Alpha of -4.21 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.46
See Bridgeway Small-Cap Momentum N Fund (BRSMX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Bridgeway Small-Cap Momentum N0.89-2.665.917.33
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Bridgeway Small-Cap Momentum N Fund (BRSMX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Bridgeway Small-Cap Momentum N Fund (BRSMX) Net Asset TrackingBridgeway Small-Cap Momentum N (BRSMX) Fund Net Asset

Track net asset change of Bridgeway Small-Cap Momentum N fund (BRSMX)

DateNet Asset
05/2016$4.13M
03/2016$3.98M
02/2016$3.74M
More historic net asset information on Bridgeway Small-Cap Momentum N Fund (BRSMX)

  

Graph of Bridgeway Small-Cap Momentum N Fund (BRSMX) Portfolio TrackingBridgeway Small-Cap Momentum N (BRSMX) Fund Portfolio Allocation

Track portfolio allocation change of Bridgeway Small-Cap Momentum N fund (BRSMX)

DateCashStockBondOther
03/20160%100%0%0%
12/20150%100%0%0%
09/20150%100%0%0%
Click here to see more historic asset allocation information on Bridgeway Small-Cap Momentum N Fund (BRSMX)

 

graph of Bridgeway Small-Cap Momentum N Fund (BRSMX) Top 10 Position TrackingTop 10 Holdings in Bridgeway Small-Cap Momentum N (BRSMX) Fund

Discover what Bridgeway Small-Cap Momentum N Fund (BRSMX) manager is buying

Mar 30, 2016
Blackbaud, Inc. [0.86%]
Telephone and Data Systems, Inc [0.86%]
CyrusOne Inc [0.85%]
RSP Permian, Inc. Common Stock [0.83%]
Cantel Medical Corp. Common Sto [0.8%]
Prestige Brand Holdings, Inc. C [0.8%]
Ellie Mae, Inc. Common Stock [0.79%]
iShares Russell 2000 [0.79%]
Helen of Troy Limited [0.78%]
Convergys Corporation Common St [0.76%]

Dec 30, 2015
China Biologic Products, Inc. [0.95%]
Heartland Payment Systems, Inc. [0.81%]
Blackbaud, Inc. [0.8%]
WGL Holdings IncCommon Stock [0.76%]
Fair Isaac Corproation Common S [0.74%]
Myriad Genetics, Inc. [0.73%]
Allscripts Healthcare Solutions [0.71%]
Churchill Downs, Incorporated [0.69%]
Portola Pharmaceuticals, Inc. [0.69%]
Prestige Brand Holdings, Inc. C [0.69%]

Sep 29, 2015
PrivateBancorp, Inc. [0.82%]
Hill-Rom Holdings Inc Common St [0.79%]
FirstMerit Corporation [0.78%]
Home BancShares, Inc. [0.75%]
WGL Holdings IncCommon Stock [0.74%]
Fair Isaac Corproation Common S [0.74%]
G-III Apparel Group, LTD. [0.73%]
Houghton Mifflin Harcourt Compa [0.73%]
Jack In The Box Inc. [0.72%]
Blackbaud, Inc. [0.72%]
Click here for Stock Holding Change Map in Bridgeway Small-Cap Momentum N Fund (BRSMX)

  

Latest News on Bridgeway Small-Cap Momentum N (BRSMX) Fund

See what is happening with Bridgeway Small-Cap Momentum N Fund (BRSMX)

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

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