Mutual Fund Insights: Bridgeway Small-Cap Value Fund (BRSVX)

In-depth Analysis of Bridgeway Small-Cap Value Fund (BRSVX)

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See Bridgeway Small-Cap Value Fund (BRSVX) performance details as of February 28, 2010

  

Last Trade: $12.25 on 3/19/2010, Change: -0.31 (-2.47%)

Experiment our closing price forecasting tool for Bridgeway Small-Cap Value Fund (BRSVX) (alpha release)

  

Fund Manager - Elena Khoziaeva

Fund Manager Tenure: 3.8 years   [Similar Funds: BRSIX ]
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

Khoziaeva began working at the Adviser in 1998.Since 1999, her responsibilities have included investment management research and analysis as well as quantitative model maintenance and operation for the Adviser. Elena Khoziaeva holds the Chartered Financial Analyst designation.  Get more insights on Elena Khoziaeva

  

 What we like about Bridgeway Small-Cap Value Fund (BRSVX)

Data for Bridgeway Small-Cap Value Fund (BRSVX) as of February 28, 2010

• Bridgeway Small-Cap Value Fund (BRSVX) management has been with Bridgeway Small-Cap Value Fund for 3.8 years
• Bridgeway Small-Cap Value Fund (BRSVX) ratio of up-years vs down years is greater than 2
• Bridgeway Small-Cap Value Fund (BRSVX) has an annual stock turnover rate of 83.00% vs Small Blend average of 97.63%. It is good that Bridgeway Small-Cap Value management does not trade extensively for its return.
• Bridgeway Small-Cap Value Fund (BRSVX) has a lower management fee than its Small Blend average: 0.92% vs 1.53%
• Bridgeway Small-Cap Value Fund (BRSVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Bridgeway Small-Cap Value Fund (BRSVX)

Data for Bridgeway Small-Cap Value Fund (BRSVX) as of February 28, 2010

• Bridgeway Small-Cap Value Fund (BRSVX) has a less-than-ideal short-term performance (1-year return 61.36% vs 67.42 % Small Blend category average)
• Bridgeway Small-Cap Value Fund (BRSVX) has a less-than-ideal mid-term performance (3-year return -10.43% vs -6.15 % Small Blend category average)
• Bridgeway Small-Cap Value Fund (BRSVX) has a less-than-ideal Long-term performance (5-year return -1.56% vs 0.83 % Small Blend category average)
• Bridgeway Small-Cap Value Fund (BRSVX) has a Morningstar rating of 3 and below
• Bridgeway Small-Cap Value Fund (BRSVX) is less safe compared to its Small Blend peers
• Bridgeway Small-Cap Value Fund (BRSVX) does not have a good risk adjusted return as its 3-year Alpha of -1.7 is worse than category average of 1.67, and its 3-year Sharpe ratio is -0.31
• Bridgeway Small-Cap Value Fund (BRSVX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.16 that is higher than category average of 25.44

See Bridgeway Small-Cap Value Fund (BRSVX) performance details as of February 28, 2010

  

  

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Bridgeway Small-Cap Value Fund (BRSVX) Net Asset

Track net asset change of Bridgeway Small-Cap Value fund (BRSVX)

Date	Net Asset
02/2010	$130.98M
01/2010	$132.82M
11/2009	$137.50M

More historic net asset information on Bridgeway Small-Cap Value Fund (BRSVX)

  

Bridgeway Small-Cap Value Fund (BRSVX) Portfolio Allocation

Track portfolio allocation change of Bridgeway Small-Cap Value fund (BRSVX)

Date	Cash	Stock	Bond	Other
12/2008	0%	100%	0%	0%

Click here to see more historic asset allocation information on Bridgeway Small-Cap Value Fund (BRSVX)

  

Most Recent Top 10 Holdings in Bridgeway Small-Cap Value Fund (BRSVX)

Discover what Bridgeway Small-Cap Value Fund (BRSVX) manager is buying

31-Dec-08 EZCORP, Inc. [3.7%] Spartan Stores, Inc. [2.76%] American Physicians Capital, In [2.61%] AMERISAFE, Inc. [2.58%] HEALTHSPRING INC. [2.4%] Celera Corporation [2.31%] LACLEDE GROUP INC [2.27%] E M C O R GROUP INC [2.22%] AMERIGROUP CORP [2.1%] LABRANCHE & CO INC [2.07%]

Click here for Stock Holding Change Map in Bridgeway Small-Cap Value Fund (BRSVX)

  

Related books and products to Bridgeway Small-Cap Value Fund (BRSVX)

  

Latest News on Bridgeway Small-Cap Value (BRSVX)

See what is happening with Bridgeway Small-Cap Value Fund (BRSVX)

3 Contrarian Fund Picks: Morningstar Research Director (at CNBC) [video] Contrarian Investment Ideas (at CNBC) See more news on Bridgeway Small-Cap Value Fund (BRSVX)

 

Books and Resources

 

 

See more information on Bridgeway Small-Cap Value Fund (BRSVX)

• Bridgeway Small-Cap Value Fund Insights
• Bridgeway Small-Cap Value Fund Performance Data
• Bridgeway Small-Cap Value Fund News
• Bridgeway Small-Cap Value Fund Score Explaination
• Bridgeway Small-Cap Value Fund Manager Information
• Historic Bridgeway Small-Cap Value Fund Asset Allocation Report
• Historic Bridgeway Small-Cap Value Fund Top 10 Holding Tracking
• Historic Bridgeway Small-Cap Value Fund Asset Under Management Tracking