BRUSX – Bridgeway Ultra-Small Company Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of common stocks of ultra-small companies. It invests at least 80% of its net assets (plus borrowings for investment purposes) in ultra-small company stocks based on company size at the time of purchase. The fund may invest up to 15% of its total assets in foreign securities. It may engage in active and frequent trading of portfolio securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BRUSX	Bridgeway Ultra Small Company Fund	No Load	Closed			Aug 5, 1994	$91.43M	1.210%	Above Average	$2,000	−$7.47M

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