Bridgeway Ultra-Small Company Market Fund(BRSIX)

Company Overview

Bridgeway Ultra-Small Company Market Fund

NASDAQ

📍United States

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The Bridgeway Ultra-Small Company Market Fund is an open-end mutual fund specializing in the ultra-small company segment of the U.S. equity market. Its primary objective is to achieve long-term total return of capital, focusing predominantly on capital appreciation. The fund seeks to approximate the performance of the Cap-Based Portfolio 10 Index, published by the University of Chicago’s Center for Research in Security Prices (CRSP), by investing in companies that rank in the smallest 10% of the New York Stock Exchange by market capitalization, or that fall within the CRSP 10 Index range. This strategy results in a diversified portfolio composed mainly of ultra-small and micro-cap companies, with over 80% of holdings classified as ultra-small caps and a weighted average market cap around $195 million. The fund operates with an emphasis on minimizing capital gains distributions and maintaining trading efficiency, reflecting an index-approximating, team-managed approach. Its benchmark is the Russell Microcap® Index, situating it firmly within the small value category and offering exposure to a segment of the equity market often overlooked by larger funds and indexes.