Small-cap Value Financials
| BRSVX Fund | USD 33.53 0.28 0.83% |
Small-cap |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Small-cap Value Fund Summary
Small-cap Value competes with Leader Short, Angel Oak, Cmg Ultra, Catholic Responsible, and Siit Ultra. The fund invests in a diversified portfolio of small-cap stocks that are listed on the New York Stock Exchange, NYSE American, and NASDAQ. It invests at least 80 percent of its net assets in stocks from among those in the small-cap value category at the time of purchase. The Adviser selects stocks within the small-cap value category for the fund using a statistical approach.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1087478251 |
| Business Address | Bridgeway Funds |
| Mutual Fund Family | Bridgeway |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 661 3550 |
| Currency | USD - US Dollar |
Small-cap Value Key Financial Ratios
Small-cap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small-cap Value's current stock value. Our valuation model uses many indicators to compare Small-cap Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small-cap Value competition to find correlations between indicators driving Small-cap Value's intrinsic value. More Info.Small Cap Value Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Cap Value Fund is roughly 11.41 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Small-cap Value's earnings, one of the primary drivers of an investment's value.Small Cap Value Systematic Risk
Small-cap Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small-cap Value volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Small Cap Value correlated with the market. If Beta is less than 0 Small-cap Value generally moves in the opposite direction as compared to the market. If Small-cap Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Cap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small-cap Value is generally in the same direction as the market. If Beta > 1 Small-cap Value moves generally in the same direction as, but more than the movement of the benchmark.
Small-cap Value Thematic Clasifications
Small Cap Value Fund is part of Small Value Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies
This theme covers Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. Get More Thematic Ideas
Small Cap Value Fund is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 6.74 Billion. Small-cap Value holds roughly 549.58 Million in net asset claiming about 8% of funds listed under Small Value category.| Small Value Funds | View |
Small-cap Value June 17, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small-cap Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Cap Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Cap Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Small-cap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small-cap Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.88 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 11.54 | |||
| Value At Risk | (2.62) | |||
| Potential Upside | 2.63 |
Other Information on Investing in Small-cap Mutual Fund
Small-cap Value financial ratios help investors to determine whether Small-cap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small-cap with respect to the benefits of owning Small-cap Value security.
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