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Performance Without Comprimise

Micro-Cap Limited

Bridgeway’s micro-cap strategy seeks to provide long-term total return, primarily through capital appreciation.

Target Benchmark

CRSP Cap-Based Portfolio 9 with dividends reinvested.

Investment Universe

Companies with market capitalization in the second-smallest 10% of the New York Stock Exchange. 

Security Selection and Weighting

Actively managed and traded micro-cap securities; may include stocks of all exchanges.

Available Investment Vehicles

  Mutual Fund Separate Account
Name Micro Cap Limited Fund NA
Inception 07/01/98 NA
Symbol BRMCX NA
Minimum Investment $2000 NA
Sales Load 0.00% NA
12-b1 Fees 0.00% NA

 

QUICK FACTS

Benchmark
S&P 500 Index

Category
Micro-Cap

Inception
06/30/2001

Team Managed
John Montgomery
Elena Khoziaeva
Michael Whipple
Rasool Shaik

© Copyright 1998-2008 Bridgeway Capital Management™. All rights reserved.

The CRSP Cap-Based Portfolio 9 Index (CRSP 9 INDEX) is an unmanaged index of roughly 580 micro-cap companies compiled by the Center for Research in Security Prices, with dividends reinvested. The Russell 2000 Index is an unmanaged, market value weighted index, which measures performance of the 2,000 companies that are between the 1,000th and 3,000th largest in the market with dividends reinvested. It is not possible to invest directly in an index.

The Fund is distributed by Foreside Fund Services, LLC, which is not affiliated with Bridgeway Capital Management, Inc.™ or any other affiliate.