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Morningstar

Bridgeway Small-Cap Value BRSVX

Morningstar Medalist Rating
Medalist Rating as of | See Bridgeway Investment Hub
  • NAV / 1-Day Return 36.54  /  −1.19 %
  • Total Assets 512.7 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.90%
  • Turnover 61%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0

Morningstar’s Analysis BRSVX

Will BRSVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRSVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRSVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Bridgeway Small-Cap Value’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRSVX

More BRSVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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