Bridgeway Mutual Funds List
Here you can find all mutual funds issued by Bridgeway and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.91%
- Avg. 1 Year Return
- 35.42%
- Avg. 5 Year Return
- 5.83%
- Median Risk/Return Score
- 57 / 100
Bridgeway Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | Aug 31, 2011 | 0.60% | 18.09% | 11.33% | 8.46% | 68 | ||||||||
| Bridgeway Aggressive Investors 1 Fund | Mid Cap Blend Equities | Aug 5, 1994 | 0.39% | 12.65% | 10.87% | 16.77% | 57 | ||||||||
| Bridgeway Global Opportunities Fund Class N | Equity Market Neutral | Oct 15, 2024 | 1.63% | 4.27% | — | 10.90% | 57 | ||||||||
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | Jul 31, 1997 | 0.78% | 20.38% | 8.49% | 0.85% | 79 | ||||||||
| Bridgeway Small Cap Value Fund | Small Cap Value Equities | Oct 31, 2003 | 0.83% | 13.96% | 11.89% | 1.84% | 47 | ||||||||
| Bridgeway Ultra Small Company Fund | Small Cap Value Equities | Aug 5, 1994 | 1.26% | 10.04% | 9.32% | 9.59% | 26 |
Explore top Bridgeway Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Bridgeway Mutual funds by Risk/Return Score
The top Bridgeway Mutual funds by PortfoliosLab Risk/Return Score are BRSIX (79) and BOSVX (68).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Bridgeway Ultra Small Company Market Fund | 79 | — | Jul 1997 | |
| Bridgeway Omni Small-Cap Value Fund | 68 | — | Aug 2011 | |
| Bridgeway Global Opportunities Fund Class N | 57 | — | Oct 2024 | |
| Bridgeway Aggressive Investors 1 Fund | 57 | — | Aug 1994 | |
| Bridgeway Small Cap Value Fund | 47 | — | Oct 2003 |
Best-Performing Bridgeway Mutual funds Over 5 Years
The top Bridgeway Mutual funds is BRAGX (11.08%).
Across the lineup, Bridgeway Mutual funds show an average 1-year return of 35.42% and an average 5-year return of 5.83%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Bridgeway Aggressive Investors 1 Fund | 11.08% | — | Aug 1994 | |
| Bridgeway Omni Small-Cap Value Fund | 9.49% | — | Aug 2011 | |
| Bridgeway Small Cap Value Fund | 5.99% | — | Oct 2003 | |
| Bridgeway Ultra Small Company Fund | 2.42% | — | Aug 1994 | |
| Bridgeway Ultra Small Company Market Fund | 0.15% | — | Jul 1997 |
Lowest-Cost Bridgeway Mutual funds
The top Bridgeway Mutual funds is BRAGX (0.39%).
With an average expense ratio of 0.91%, Bridgeway Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Bridgeway Aggressive Investors 1 Fund | 0.39% | — | Aug 1994 | |
| Bridgeway Omni Small-Cap Value Fund | 0.60% | — | Aug 2011 | |
| Bridgeway Ultra Small Company Market Fund | 0.78% | — | Jul 1997 | |
| Bridgeway Small Cap Value Fund | 0.83% | — | Oct 2003 | |
| Bridgeway Ultra Small Company Fund | 1.26% | — | Aug 1994 |
Highest-Yield Bridgeway Mutual funds
The top Bridgeway Mutual funds is BRAGX (16.77%).
Across the lineup, Bridgeway Mutual funds show an average dividend yield of 8.07%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Bridgeway Aggressive Investors 1 Fund | 16.77% | — | Aug 1994 | |
| Bridgeway Global Opportunities Fund Class N | 10.90% | — | Oct 2024 | |
| Bridgeway Ultra Small Company Fund | 9.59% | — | Aug 1994 | |
| Bridgeway Omni Small-Cap Value Fund | 8.46% | — | Aug 2011 | |
| Bridgeway Small Cap Value Fund | 1.84% | — | Oct 2003 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
BRSVX vs. VSCAXBRSVX vs. AVUVBRSVX vs. BUFSXBRSVX vs. WAMVXBRSVX vs. VBRBRSIX vs. IWCBRSIX vs. VOOBRSIX vs. ^GSPCBRSIX vs. IWXBRSIX vs. SPYBRAGX vs. VTBRAGX vs. VOOBRAGX vs. VFINXBRAGX vs. TQQQBRAGX vs. PRISXBOSVX vs. AVUVBOSVX vs. SLYVBOSVX vs. DFSVXBOSVX vs. VFIAXBOSVX vs. WPGTXBRUSX vs. FZROXBRUSX vs. TQQQBRUSX vs. VFMVBRUSX vs. PRVIXBRUSX vs. TSLTXBRGOX vs. MMNIXBRGOX vs. GONIXBRGOX vs. QQMNXBRGOX vs. BGCKXBRGOX vs. QMNNX