| 15.01 Net Asset Value | +0.54% 1 Day | +20.08% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 0.95% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +6.64% | 3 years | +16.42% | |
| 3 months | +9.54% | 5 years | +6.67% | |
| 1 year | +35.25% | Since inception | +10.44% |
| BRSIX | Category | |
|---|---|---|
| Performance 5-yr return | +6.67% | +7.67% |
| Expense ratio | 0.95% | 1.34% |
| Risk 5 year sharpe ratio | 0.35 | 0.38 |
| Net assets | $316.6M | $748.4M |
| Average market cap | $174.8M | $1.9B |
| Average P/E | 12.8 | 17.7 |
| Portfolio turnover | 31% | 31% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Bridgeway |
| Fund manager & tenure | John Montgomery / 15 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 20.80% |
| Healthcare | 17.80% |
| Industrial materials | 10.94% |
| Consumer service | 9.79% |
| Hardware | 8.11% |
| UTMD Utah Medical Products | 0.55% |
| GPRE Green Plains Renewable Energy, Inc. | 0.46% |
| ACW Accuride Corp | 0.45% |
| PRSC Providence Service Corporation | 0.45% |
| CSV Carriage Services, Inc. | 0.44% |
| DAVE Famous Dave's of America, Inc. | 0.44% |
| HURC Hurco Companies, Inc. | 0.44% |
| RJET Republic Airways Holdings, Inc. | 0.43% |
| SPAR Spartan Motors | 0.43% |
| LWAY Lifeway Foods Inc. | 0.42% |
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