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BRUSX Bridgeway Ultra-Small Company Forecast, Technical & Fundamental Analysis

The investment seeks to provide a long-term total return on capital, primarily through capital appreciation... Show more

Category: #Small Value
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A.I.Advisor
published Highlights

Industry description

The investment seeks to provide a long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of common stocks of ultra-small companies. It invests at least 80% of its net assets (plus borrowings for investment purposes) in ultra-small company stocks based on company size at the time of purchase. The fund may invest up to 15% of its total assets in foreign securities. It may engage in active and frequent trading of portfolio securities.

Market Cap

The average market capitalization across the Bridgeway Ultra-Small Company MF is 553.08M. The market cap for tickers in the group ranges from 169.59M to 870.69M. FET holds the highest valuation in this group at 870.69M. The lowest valued company is EPSN at 169.59M.

Volume

The average weekly volume growth across all stocks in the Bridgeway Ultra-Small Company MF was -7%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was -54%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 53
P/E Growth Rating: 66
Price Growth Rating: 45
SMR Rating: 86
Profit Risk Rating: 74
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Bridgeway Funds Inc5615 Kirby Drive Suite 518Houston
Phone
N/A
Web
www.bridgeway.com
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BRUSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BRUSX has been closely correlated with SSGSX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRUSX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRUSX
1D Price
Change %
BRUSX100%
+0.56%
SSGSX - BRUSX
85%
Closely correlated
+0.64%
UBVVX - BRUSX
84%
Closely correlated
+0.62%
ASVRX - BRUSX
76%
Closely correlated
+0.86%
VSCAX - BRUSX
74%
Closely correlated
+0.88%
DFSVX - BRUSX
70%
Closely correlated
+0.75%
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