Bridgeway Ultra- Small Company Market Fund (BRSIX) Research

The Bridgeway Ultra-Small Company Market Fund primarily focuses its investments, allocating at least 80% of its net assets (including any funds borrowed for investment purposes), to equities of ultra-small companies, the size of which is determined at the moment of acquisition. Its overarching goal is to emulate the total return performance of the CRSP Cap-Based Portfolio 10 Index, a benchmark published by CRSP (the Center for Research in Security Prices, LLC), an entity affiliated with the University of Chicago, over extended periods. To achieve this, the fund's Adviser implements a strategy of investing in a carefully selected, representative subset of the companies found within that index.

Market snapshot

Symbol
BRSIX
Price
$18.39
Day change
+2.05%
Market cap
$149.2M
52-week range
11.79-18.59
Sector
Financial Services
Industry
Asset Management

Peer companies

  • SGI Small Cap Core Fund (BOGIX)
  • Catalyst Dynamic Alpha Fund (CPEAX)
  • Nuveen Select Maturities Municipal Fund (NIM)
  • PFG Meeder Tactical Strategy Fund (PFTEX)
  • Royce International Premier Fund (RYIPX)
  • Touchstone International Equity Fund (SWFCX)
  • Tortoise Electrification Infrastructure ETF (TPZ)
  • abrdn National Municipal Income Fund (VFL)

Open Bridgeway Ultra- Small Company Market Fund (BRSIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.