BRSVX : Bridgeway Small Cap Value Fund

BRSVX is a US Stocks Market Small Value with MODERATE fees.

BRSVX

Bridgeway Small Cap Value Fund

FI Score

35 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

35% FI Score
  • brsvx
  • Mutual Fund
  • US Stocks
  • Small Value

Bridgeway Small Cap Value Fund

Expenses: 0.94% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of small-cap stocks that are listed on the New York Stock Exchange, NYSE American, and NASDAQ. It invests at least 80% of its net assets (plus borrowings for investment purposes) in stocks from among those in the small-cap value category at the time of purchase. The Adviser selects stocks within the small-cap value category for the fund using a statistical approach.

Largest Holdings

Amount Holding
2.03% National Healthcare Corp
1.95% Comstock Resources Inc
1.82% Sanmina Corp
1.81% Nelnet Inc Class A
1.78% Commercial Metals Co
1.77% TTM Technologies Inc
1.73% World Fuel Services Corp
1.70% Atlantic Power Corp
1.65% Sykes Enterprises Inc
1.65% United Natural Foods Inc
1.64% Enstar Group Ltd
1.62% Brady Corp Class A
1.62% Monmouth Real Estate Investment Corp Class A
1.61% Owens & Minor Inc
1.58% Terreno Realty Corp
1.58% National General Holdings Corp
1.58% James River Group Holdings Ltd
1.55% Tech Data Corp
1.51% Getty Realty Corp
1.48% Amkor Technology Inc
1.43% HarborOne Bancorp Inc
1.40% Artisan Partners Asset Management Inc
1.39% First Industrial Realty Trust Inc
1.39% Fulton Financial Corp
1.36% Shoe Carnival Inc

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