BOTSX Bridgeway Omni Tax-Managed Small-Cap Value Fund Class N

This is an open ended mutual fund. The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a broad and diverse group of small-cap stocks that the Adviser determines to be value stocks. It invests 80% of its net assets (plus borrowings for investment purposes) in equity or equity-related securities ( common stocks ) of small-cap companies at the time of purchase. The fund primarily invests in small-cap stocks that are listed on the New York Stock Exchange, the NYSE MKT and NASDAQ. It may invest up to 15% of its total assets in foreign securities.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Bridgeway Funds, Inc.
Category1:  US Equity
Category2:  Broad market
Category3:  Small cap
Morningstar category:  Small Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     12/31/2010
Market cap:     $368,000,000
Current yield:     0.82%
Fees:     0.6000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  108747783
ISIN:    
Investment style: Actively managed

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