
term track record, though, and Bridgeway's oldest offerings-- Aggressive Investors I BRAGX and Ultra-Small Company BRUSX , which launched in 1994--reside in the fourth and first percentiles of their respective categories during the trailing 15
December 2010, for example, the shop's Bridgeway Ultra - Small Company BRUSX not only sits atop the small-growth category ..... with track records of at least 15 years. Bridgeway Ultra - Small Company is currently closed to new investors, but
market capitalizations fall into the NYSE's 10th decile and will often dramatically overweight sectors. Bridgeway Ultra - Small Company 's recent struggles are worth a closer look. This closed fund is one of the most distinctive in the small
less 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
market capitalizations fall into the NYSE's 10th decile and will often dramatically overweight sectors. Bridgeway Ultra - Small Company 's 2009 showing isn't as strong as it appears, but it looks to be staging a turnaround. This closed
less 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
closes funds at absurdly low levels (compared to other fund companies). For example, he closed the Bridgeway Ultra - Small Company Fund BRUSX to all new money - even from current shareholders - when it reached $100 million in assets. Good
My 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
the fund'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
Here are some other interesting funds from other categories that passed the low-cost 5-star screen: Bridgeway Ultra - Small Company BRUSX , Smith Barney Aggressive Growth SAGYX, Dodge & Cox International Stock DODFX, Oppenheimer Global Opportunities