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Bridgeway Ultra Small Comp Market (BRSIX)

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 2.5%    
6th
3-Year: -10.63%    
10th
5-Year: 5.31%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -6.49%    
9th
3-Year: -12.51%    
1th
5-Year: -2.5%    
12th
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MANAGEMENT

Fund Manager:
Name: Montgomery
Since: 07/01/1997

PORTFOLIO

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Data on this page as of 06/30/2024.

Underlying data by Value Line