BRUSX : Bridgeway Ultra Small Company Fund

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

BRUSX

Bridgeway Ultra Small Company Fund

FI Score

28 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

28% FI Score
  • brusx
  • Mutual Fund
  • US Stocks
  • Small Value

Bridgeway Ultra Small Company Fund

Expenses: 1.21% (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 a long-term total return on capital, primarily through capital appreciation. 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.

Largest Holdings

Amount Holding
3.99% InfuSystems Holdings Inc
3.66% Electromed Inc
2.57% Orion Energy Systems Inc
2.46% Allied Healthcare Products Inc
2.44% Lakeland Industries Inc
2.42% Olympic Steel Inc
2.29% Adesto Technologies Corp
2.26% IntriCon Corp
2.26% Transcat Inc
2.20% Harvard Bioscience Inc

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