Bridgeway Ultra Small Co. Market Fund - BRSIX
Let’s look at mutual fund trend today, BRSIX has been on a nice trend up since late 2001. I think it was at that time I wanted to buy BRSIX but never did, boy what a mistake! Well hindsight is always 20/20 and with the risk of being called a performance chaser, I’ll wait a bit before adding this bad boy to my 401K. Although it made a new high recently, it seems to be bumping into resistance at $20.
The [fund’s] investment seeks to replicate the total return for the CRSP Cap-Based Portfolio 10 index by investing in a representative sample of index companies. The fund invests at least 80% of assets in the index, which is comprised of all common stocks listed on the New York and American stock exchanges and Nasdaq, which are the size of stocks in the smallest 10% of the New York Stock Exchange. [via Google Finance]
Have a good weekend all!