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Bridgeway Funds, Inc. (BRSIX)
General Fund Information
5615 Kirby Drive, Suite 518 Houston, TX 77005-2443
800-661-3550www.bridgewayfund.com
Category:Tobacco Free Funds
Style:
Assets: ($ millions)$352.0

Account min.:$2,000
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:
Expenses:0.87%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:27.17
Avg. P/B:3.26
Avg. YTM: 
Avg. Coupon Rate: 
Social Issues12/31/17
Shareholder activism:
Community investment:-
Environment:-
Human rights:-
Employment:-
Products and Services:-
Weapons:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:-/X/-
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries3.07% 
Cap. Goods & Tech.15.33% 
Consumer Cyclicals6.88% 
Consumer Non-Cyclicals24.78% 
Energy4.10% 
Finance21.18% 
Miscellaneous15.78% 
Transportation3.18% 
Utilities5.70% 
Fund Performance12/31/17
Year to date: 12.47%
Year to date: 12.47%
1 Year: 12.47%
Annualized returns:
3 Year: 7.81%
5 Year: 14.62%
10 Year: 7.59%
Since inception: 10.90%
Inception date: 07/31/97
Bear Market: -26.00%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-1.50
Alpha 5YR:0.98
Beta 3YR:0.95
Beta 5YR:0.96
R. Squared 3YR:83.49
R. Squared 5YR:86.48
Sharpe 3YR:0.50
Sharpe 5YR:0.99
Std. Dev. 3YR:14.41
Std. Dev. 5YR:14.41
Sectors Pie Chart 
Sector Distribution Chart

 

 
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