Nasdaq - Delayed Quote USD

Bridgeway Ultra-Small Company (BRUSX)

32.87
+0.27
+(0.83%)
At close: 8:06:40 AM EST

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
20
Min Subsequent Investment
2,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • TradeStation Securities
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • DATALynx
  • Federated TrustConnect
  • Schwab Institutional Only
  • SunAmerica Securities Premier / Pinnacle
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Raymond James WRAP Eligible
  • DATALynx IMS
  • JPMorgan INVEST
  • WFA MF Advisory Updated 4.3.24
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • WR Hambrecht Co LLC
  • Sterne, Agee & Leach, Inc.,
  • Firstrade
  • Scottrade TF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 8.1.23
  • DailyAccess Corporation Mid-Atlantic
  • H Beck Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 10.24.2024
  • Pershing Retirement Plan Network
  • HD Vest
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests in a diversified portfolio of common stocks of ultra-small companies. It invests at least 80% of its net assets (plus borrowings for investment purposes) in ultra-small company stocks based on company size at the time of purchase. The fund may invest up to 15% of its total assets in foreign securities. It may engage in active and frequent trading of portfolio securities.

Fund Overview

Category Small Value
Fund Family Bridgeway
Net Assets 93.17M
YTD Return 17.55%
Yield 0.17%
Morningstar Rating
Inception Date Aug 05, 1994

Performance & Risk

YTD Return 0.09%
5y Average Return 16.31%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

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