BRUSX Mutual Fund

BRUSX Mutual Fund (Bridgeway Fund Ultra-Small Company) is managed by Bridgeway Funds with $71.6M in net assets. BRUSX expense ratio is 1.21%, holding 221 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 1994-08-05.

BRUSX performance shows a YTD return of 14.31%. The 1-year return is 25.65% and the 5-year return is 9.78%. BRUSX dividend yield stands at 9.29%, paid annually.

BRUSX top holdings include Dreyfus Institutional Preferred Government Money Market (9.3%), Ranger Energy Services, Inc. Class A (2.0%), Movado Group Inc (1.9%), Fossil Group Inc (1.5%), Sagimet Biosciences Inc (1.5%). Go to all BRUSX holdings, BRUSX sectors, or BRUSX dividends.

BRUSX can be compared against other funds. Use BRUSX overlap to find shared positions, or BRUSX vs another fund for a side-by-side view. BRUSX alternatives are available via the screener, along with tax-loss harvesting opportunities.