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Bridgeway Funds, Inc. (BRLIX)
General Fund Information
5615 Kirby Drive, Suite 518 Houston, TX 77005-2443
800-661-3550www.bridgewayfund.com
Category:Tobacco Free Funds
Style:
Assets: ($ millions)$567.4

Account min.:$2,000
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:
Expenses:0.15%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:24.08
Avg. P/B:6.04
Avg. YTM: 
Avg. Coupon Rate: 
Social Issues06/30/18
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 Industries2.86% 
Cap. Goods & Tech.25.24% 
Consumer Cyclicals5.59% 
Consumer Non-Cyclicals24.74% 
Energy8.48% 
Finance19.12% 
Miscellaneous5.60% 
Transportation2.72% 
Utilities5.64% 
Fund Performance06/30/18
Year to date: 0.34%
Year to date: 0.34%
1 Year: 11.98%
Annualized returns:
3 Year: 10.92%
5 Year: 11.82%
10 Year: 10.12%
Since inception: 7.16%
Inception date: 07/31/97
Bear Market: -13.19%
Bear Market Period:     —    
MPT Statistics06/30/18
Alpha 3YR:-1.13
Alpha 5YR:-1.43
Beta 3YR:1.02
Beta 5YR:1.00
R. Squared 3YR:96.39
R. Squared 5YR:95.06
Sharpe 3YR:0.97
Sharpe 5YR:1.13
Std. Dev. 3YR:10.04
Std. Dev. 5YR:10.04
Sectors Pie Chart 
Sector Distribution Chart

 

 
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