BRSIX Rating, Research - Bridgeway Ultra-Small Company Market

Bridgeway Ultra-Small Company Market (brsix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 4

Threats + Weaknesses = 1

When strengths & opportunities substantially exceed threats & weaknesses an investment in the brsix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Bridgeway Ultra-Small Company Market (BRSIX) Description: BRSIX is a mutual fund, which is an investment that owns a basket of assets. The BRSIX mutual fund was provided by Bridgeway and this investment vehicle derives the majority of its value from equity holdings (stocks). Bridgeways mutual fund has a long management tenure and is in the average fund size classification. BRSIXs minimum initial investment amount is $2000 while the IRA minimum is $2000. BRSIXs expense ratio is roughly 1%. The latest BRSIXs front end load was 0% and the back end load was 0%. The Bridgeway Ultra-Small Company Market (BRSIX) mutual fund falls under the small mixed category. BRSIX focuses its investments in USA and BRSIX is not affiliated with a particular industry or fund sector. The Bridgeway Ultra-Small Company Market (BRSIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BRSIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BRSIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The funds usually invests at least 80% of net assets in equity securities (see equity research) of companies with small market capitalizations domiciled, or having principal activities in the United States, at the time of investment or other investments with similar economic characteristics. These are companies with market capitalizations not exceeding $3 billion or the highest month-end market capitalization of any stock in the Russell 2000 Index.

Management Analysis Update

Performance Analysis Update