The minimum investment for all
funds in any type of account is $2,000.
There is no account maintenance
fee for regular accounts held directly at Bridgeway. For individual
retirement accounts, there is a $15 IRA custodial fee per fund,
which is charged by the Custodian. However, the Adviser, Bridgeway
Capital Management, is paying the entire fee and will continue
to do so in 2007. Although we have no plans to change this policy,
with "dynamic" regulations and industry practice in
this area, we will reconsider this practice at the end of the
year.
Bridgeway requires a signature guarantee on all redemptions or
transfers of retirement accounts. On regular accounts, a signature
guarantee is required if the shareholder does not have telephone
redemption privileges and the written redemption request is for
$100,000 or more.
If you prefer to purchase through a brokerage house or fund supermarket,
most do carry our Funds on a transaction fee or no transaction
fee basis. Please check with the individual broker to assess their
transaction fees and any other account maintenance fees that may
be applicable.