Bridgeway Small-Cap Growth N
5615 Kirby Drive Suite 518 Houston TX 77005-2448
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Phone: 800-661-3550
| Category: | Small Growth | | Fund Family: | Bridgeway | | Net Assets: | 145.07M | | Year-to-Date Return: | -8.59% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-03 |
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John Montgomery
Lead Manager since
31-Oct-03 | | | Montgomery, founder and vice president of Bridgeway, is responsible for selecting the securities that the Fund purchases and sells. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term total return of capital, primarily through capital appreciation. The fund will normally invests more than 80% of net assets in stocks from among those in the small-cap growth category. It defines small stocks as those companies smaller than the largest 500 U.S. companies as measured by market capitalization. The median company size in the fund was $559.33 million. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 114.64% |
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| Expense | BRSGX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$281 | $686 | | 5 Yr Expense Projection*: |
$488 | $1,085 | | 10 Yr Expense Projection*: |
$1,084 | $2,158 |
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5.11% Nasdaq 
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