Bridgeway Ultra-Small Company Market BRUSX
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investment advice needed
Advice needed on my 401K holdings Here are my holdings. bonds: vfstx 10 vbmfx 7 vipsx 5 22 small brsix 4.5 visvx 10.5 15 large vfinx 7 vtsmx 7 dodgx 10.5 24.5 special vgsix 5.5 pcrdx 7 12.5 international veiex 4 tavix 9 dodfx 13 26 er : 0.65 age:45
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R48 on Real Case/Using Momentum to Advantage
… and its attributes. Today, I sold my one and only bucket of BRSIX , Bridgeway Ultra small cap fund, from my personal portfolio ..... Interactive#chart1:symbol=braix;range=5y;compare=naesx+ brsix ;indicator=sma(200)+volume;charttype=line;crosshair …
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Politics and Profit
… pause. The easiest method to take advantage of this effect is to go long a small or microcap ETF ( IWC , PZI ) or mutual fund ( BRSIX ). For a more market neutral approach, go long a microcap ETF and short a large cap ETF ( VTI , SPY ). Derivatives such as …
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BRSIX Bridgeway Ultra-Small Company Market Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… often than the bogy--which can lead to higher tracking error than that of an ordinary index fund. Bridgeway Ultra - Small Company Market is a different breed. This fund resides in the small-blend category, but it invests only in tiny …
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Good bye Third Avenue, Bridgeway and Dodge & Cox!
I finally sold all the investment in TAVFX, TAREX, TAVIX, BRAIX, BRSVX, BRSIX , BRMCX, DODGX and DODFX yesterday. I held those for 5 yrs or so. No gain from 5 yrs of investment except little gain from very few. Plan to move the money from the sale to IVWIX, TGBAX and MAPIX. Hope IVWIX(will become ...
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Contrarian Investment Ideas for 2010
… Bridgeway Aggressive Investors 2 BRAIX, Small Cap Value BRSVX, Small Cap Growth BRSGX, and Ultra Small-Company Market BRSIX Bridgeway's funds prove that quant-heavy strategies can have trouble in extreme, momentum-driven markets. These funds …
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BRSIX Bridgeway Ultra-Small Company Market Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… often than the bogy--which can lead to higher tracking error than that of an ordinary index fund. Bridgeway Ultra - Small Company Market has been hit hard, but it remains an excellent niche holding. This passively managed fund holds only …
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A Better Way to Invest in Your 401(k)?
… fellow fund analyst Todd Trubey wanted to have long-term exposure to micro-caps so he scooped up Bridgeway Ultra - Small Company Market BRSIX through our plan's brokerage platform. Keep in mind, though, that micro-caps, like real estate …
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14 Funds that Are Better than ETFs
… s absolute and tax- and risk-adjusted returns have trumped ETF rivals such as the SPDR SPY. Bridgeway Ultra - Small Company Market 's BRSIX manager John Montgomery also has an investment in this fund and others in the Bridgeway family …
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Mutual Funds We're Buying
… cap exposure. As such, he has initiated positions in Masters' Select Smaller Companies MSSFX and Bridgeway Ultra - Small Company Market BRSIX . Carlson is also further boosting his international exposure and plans to add Harbor International …