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BRSVEA Bridgeway Select Small-Cap Value ETF

Grow my money22y track recordRanked #1,304 of 3,052 in this goal

Seeks long-term total return on capital primarily through capital appreciation.

By Empowered Funds, LLC · Launched 2003

Annual Cost

0.79%

#4,362 of 6,033 · expensive

Fund Size

$298M

#2,084 of 6,033 · mid-size

Return (1Y)

N/A

Track Record

22 years

#174 of 6,033 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,728-2.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

Factor

Value

Holdings

By weight

Concentration

Top 10 holdings = 10.1% of funddiversified

Viasat IncVSAT
1.1%
Matson IncMATX
1.1%
WSFS Financial CorpWSFS
1.1%
Fulton Financial CorpFULT
1.0%
UMB Financial CorpUMBF
1.0%
International Seaways IncINSW
1.0%
NetScout Systems IncNTCT
1.0%
Axos Financial IncAX
1.0%
Mercury General CorpMCY
1.0%
Bank of N.T Butterfield & Son LtdNTB
0.9%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Financial Services
32.1%
Technology
12.4%
Consumer Cyclical
11.6%
Healthcare
8.7%
Energy
7.3%
Industrials
7.2%
Real Estate
7.2%
Consumer Defensive
4.3%
Other
9.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-5.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term total return on capital primarily through capital appreciation.
Strategy
Invests primarily in small-cap stocks, defined as companies with a market capitalization of less than $15 billion, to achieve long-term capital appreciation. The Sub-Adviser selects value stocks based on financial measures and incorporates Quality, Value, and Sentiment factors into the investment process.
Inception date
October 31, 2003
Fund family
Empowered Funds, LLC

Next steps

Save BRSV to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-16