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Bridgeway Ultra Small Company Fund (BRUSX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks to provide a long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of common stocks of ultra-small companies. It invests at least 80% of its net assets (plus borrowings for investment purposes) in ultra-small company stocks based on company size at the time of purchase. The fund may invest up to 15% of its total assets in foreign securities. It may engage in active and frequent trading of portfolio securities.

Looking to diversify beyond BRUSX? The mutual funds below have the lowest correlation with BRUSX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from BRUSX.

Best Diversifiers for BRUSX

0 mutual funds have low correlation with BRUSX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.38, down from 0.56 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AVALX
Aegis Value Fund0.380.470.56
94
Small Cap Value EquitiesBRUSX vs AVALX
VSCAX
Invesco Small Cap Value Fund0.690.760.78
89
Small Cap Value EquitiesBRUSX vs VSCAX
BRAGX
Bridgeway Aggressive Investors 1 Fund0.700.700.74
58
Mid Cap Blend EquitiesBRUSX vs BRAGX
TASCX
Third Avenue Small Cap Value Fund0.710.690.72
78
Small Cap Value EquitiesBRUSX vs TASCX
SSCVX
Columbia Select Small Cap Value Fund0.720.790.81
66
Small Cap Value EquitiesBRUSX vs SSCVX
See all 25 diversifiers for BRUSX

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