| Average
Annual Returns for the period ended 3/31/08 |
| Fund |
3
Month* |
YTD* |
1
Year |
3
Year |
5
Year |
10
Year |
Since
Inceptn |
Inception Date |
| Aggressive
Investors 1 (closed to new investors) BRAGX |
-13.18% |
-13.18% |
4.06% |
10.16% |
18.72% |
15.90% |
19.14% |
8/5/94 |
Aggressive
Investors 2
BRAIX |
-15.01% |
-15.01% |
5.44% |
11.71% |
20.29% |
|
11.26% |
10/31/01 |
Ultra-Small Company
(closed)
BRUSX |
-16.30% |
-16.30% |
-20.02% |
2.53% |
18.15% |
13.86% |
18.60% |
8/5/94 |
Ultra-Small
Company Market
BRSIX |
-12.32% |
-12.32% |
-17.69% |
1.82% |
15.60% |
11.54% |
12.44% |
7/31/97 |
Blue Chip 35 Index
BRLIX |
-8.29% |
-8.29% |
-1.13% |
5.24% |
9.34% |
4.05% |
5.33% |
7/31/97 |
Micro-Cap
Limited
(closed to new investors) BRMCX |
-15.04% |
-15.04% |
-17.03% |
-1.52% |
12.30% |
|
12.92% |
6/30/98 |
Balanced
BRBPX |
-6.14% |
-6.14% |
-1.23% |
4.23% |
7.74% |
|
4.71% |
6/30/01 |
Small-Cap
Growth
BRSGX |
-11.41% |
-11.41% |
-9.08% |
6.42% |
|
|
7.05% |
10/31/03 |
Small-Cap Value
BRSVX |
-10.59% |
-10.59% |
-7.04% |
7.93% |
|
|
10.35% |
10/31/03 |
Large-Cap
Growth
BRLGX |
-11.54% |
-11.54% |
0.88% |
8.00% |
|
|
6.74% |
10/31/03 |
Large-Cap Value
BRLVX |
-10.45% |
-10.45% |
-8.50% |
7.49% |
|
|
10.12% |
10/31/03 |
*Periods of less
than one year are not annualized. Net
Asset Value (NAV) is the Fund's value per share.
Performance data
quoted represents past performance and is no guarantee of future
results. Current performance may be lower or higher than the performance
data quoted. Investment return and principal value will fluctuate
so that an investor's shares, when redeemed, may be worth more
or less than the original cost.
Total return
figures include the reimbursement of dividends and capital gains.
Some of the Fund's fees were waived or expenses reimbursed; otherwise,
returns would have been lower. Periods of less than one year are not annualized.
As stated in the current prospectus, the annual gross operating expense ratios are: BRAGX 1.69%, BRAIX 1.19%, BRUSX 1.06%, BRSIX 0.65%, BRMCX 0.79%, BRBPX 0.93%, BRSGX 0.88%, BRSVX 0.84%, BRLGX 0.73% and BRLVX 0.74%.
The annual gross operating expense ratio for BRLIX is 0.30%. The Fund’s adviser has agreed to contractually waive a portion of its fees and/or reimburse expenses such that total operating expense does not exceed 0.15%. Any material change to this policy would require a vote by shareholders.
Please read the
prospectus carefully before investing or sending money. For additional
information, call Bridgeway Funds at 1-800-661-3550.
Funds are available
for purchase by residents of the United States, Puerto Rico, U.S.
Virgin Islands and Guam only. Foreside Fund Services, LLC, Distributor.
