Bridgeway

One area of strength is the firm’s favorable fees for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors’ returns. Fees for the firm's funds, on average, are within the second-lowest quintile of category peers. Bridgeway has showcased a durable product shelf. This is demonstrated by the firm's 10-year success ratio of 63%, meaning that 63% of its products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Bridgeway has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results.