Bridgeway Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-4.8624.9310.72-13.714.29
    Category Average-4.7819.8712.69-12.679.94
    Assets for Each Yr*2.302.752.922.492.58
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 4.29 4.30 3.55

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,575 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.3 98.85 0.69 Very Low
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridgeway Aggressive John N.R. Montgomery 17.60
    Bridgeway Ultra-Smal John N.R. Montgomery 17.60
    Bridgeway Ultra-Smal John N.R. Montgomery 14.70
    Bridgeway Small-Cap John N.R. Montgomery 14.60
    Bridgeway Small-Cap John N.R. Montgomery 14.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridgeway Omni Small John N.R. Montgomery 7.20
    Bridgeway Omni Tax-M John N.R. Montgomery 7.50
    Bridgeway Managed Vo Richard P. Cancelmo 9.30
    Bridgeway Blue Chip John N.R. Montgomery 14.00
    Bridgeway Small-Cap John N.R. Montgomery 14.60