Rich Carreiro <rlcarr[at]animato.arlington.ma.us> writes:

- quote -

I own a small piece of this fund. I haven't paid too much attention
to how well it tracks its index, but the fund is consistently very
tax-efficient. However, this is a lousy time to buy it. It had a
huge run-up in 2003 and 2004, and it's still sitting on a big pile of
capital gains as a result. Personally, I've been putting my new money
into large-caps and international funds since that big run-up, since
my portfolio got a little out of whack from the disproportionate
growth of the small-caps.

-Sandra

Rich Carreiro <rlcarr[at]animato.arlington.ma.us> writes:

- quote -

When doing some research on fees, minimum investments, etc., I noticed
that Morningstar and some other places list BRSIX's performance versus
a benchmark index.

Which index?

The SP500.

*sigh*

--
Rich Carreiro rlcarr[at]animato.arlington.ma.us

Bridgeway has a fund (BRSIX) which tracks the CRSP 9-10 (i.e. 10th decile)
ultra small-cap index.

I was curious if those here who are familiar with that or a similar
asset class (like, say, if you use DFSTX had any opinions or heard
any scuttlebut on how well (or not) BRSIX operates in that realm
(considering the small float, low liquidity of many issues, tax hell
and high turnover as companies fall into and rise out of the index,
etc.)

--
Rich Carreiro rlcarr[at]animato.arlington.ma.us