Bridgeway Ultra-Small Company Market Fund (BRSIX)

Overview

The fund is designed for investors seeking to invest in ultra-small companies across a diversified portfolio of common stocks. It aims to allocate at least 80% of its net assets, along with any borrowings for investment purposes, into stocks of ultra-small companies, defined by their size at the time of purchase. To enhance its portfolio and seek international exposure, the fund is also permitted to invest up to 15% of its total assets in foreign securities. Additionally, the strategy includes active and frequent trading of its portfolio securities to potentially capitalize on market movements and opportunities.

Products and Services

• Diversified Portfolio of Ultra-Small Company Stocks

  This product focuses on investing primarily in a diverse array of ultra-small company stocks. By targeting companies at the smaller end of the market cap spectrum, the fund seeks to exploit potential growth opportunities that larger companies might not offer. The diversification aims to mitigate risks associated with investing in this volatile segment of the market.

• Foreign Securities Investment

  With the authorization to invest up to 15% of its total assets in foreign securities, the fund offers investors an opportunity to gain exposure to international markets. This component aims to supplement the portfolio with potential growth from overseas investments, diversifying not only by company size but also by geography.

• Active and Frequent Trading

  The fund employs an active trading strategy, enabling it to react swiftly to market changes and opportunities. This approach allows for the frequent buying and selling of securities within the portfolio, aiming to capitalize on short-term market movements and contribute to the fund's overall performance.