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Bridgeway Fund Ultra-small Company: (MF: BRUSX)

(NASDAQ Mutual Funds) As of Sep 16, 2024 08:00 PM ET

$29.45 USD

+0.05 (0.17%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

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Zacks Premium Research for BRUSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Research Report

Fund Description

The fund was incepted in August 1994 and is managed by Bridgeway Capital Management, Inc. The fund seeks to provide a long-term total return of capital, primarily through capital appreciation. The fund invests at least 80% of its assets in a diversified portfolio of common stocks of ultra-small companies. The fund declares dividends from net investment income and distributions from net capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Bridgeway Ultra-Small Company BRUSX NA NA 0.00 0.00 0.90 1.23

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Bridgeway Ultra-Small Company BRUSX 29.45 8/5/1994 0.00 19.03 1.66 16.11

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Bridgeway Ultra-Small Company BRUSX CLOSED 100 99 A

Contact Information

Family Bridgeway
Address 5615 Kirby Dr, Ste 518
Houston, TX 77005
Phone 800 661-3550