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Monday November 23, 2009 1:03 PM ET
SmartMoney
Net Asset Value: 
11.35
1-Day Return: 
0.01 (0.09%)
YTD Return
as of 11/20/09: 
Up 17.86%
BRSIX 
(Bridgeway:U-Sm Co Mkt)
Classification: Small-Cap Core     Objective: Micro-Cap
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 11/20/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 17.86 42.97 -12.07 -3.27 9.16
Classification 24.05 59.05 -7.47 0.60 5.92
Index (S&P 500) 23.50 48.80 -5.90 0.70 -0.90
% Rank in Class (1-best,100=worst)7388879116
Fund Stats
Investment Objective:Micro-Cap
Net Assets ($Mil)328.00
Inception Date:7/31/97
Manager Name, TenureJohn N. R. Montgomery, 1997
Expense Ratio: 0.75%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%
Top 10 Holdings (As of 6/30/09)
Company NameSymbol% Net Assets
Ishares Russell Microcap Index Fund NA 1.82
Blackrock Liquidity Tempcash Portfolio;inst NA 1.38
Spartan Motors Inc SPAR 1.26
Immunogen Inc IMGN 1.06
Hms Holdings Corp HMSY 1.03
Petmed Express Inc PETS 0.93
America's Car-mart Inc CRMT 0.92
Actuate Corp ACTU 0.91
Buffalo Wild Wings Inc BWLD 0.90
Arrow Financial Corp AROW 0.86
% of Total Holdings 11.07
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