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hisairness
Joined: 24 Mar 2007
Posts: 22
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 Posted: Tue Nov 03, 2009 8:55 pm Post subject: Question for owners of the Bridgeway Ultra Small Co. fund |
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| To those who own the Bridgeway Ultra Small Co. fund (BRSIX), do you own it in a taxable or tax-deffered account? |
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stratton
Joined: 04 Mar 2007
Posts: 6233
Location: Puget Sound
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| Posted: Tue Nov 03, 2009 9:18 pm Post subject: Re: Question for owners of the Bridgeway Ultra Small Co. fun |
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| hisairness wrote: | | To those who own the Bridgeway Ultra Small Co. fund (BRSIX), do you own it in a taxable or tax-deffered account? |
That fund is tax managed so it works great in taxable. They did have to make a large distribution last year like almost everyone.
Paul |
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caklim00
Joined: 26 May 2008
Posts: 864
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| Posted: Tue Nov 03, 2009 10:36 pm Post subject: Re: Question for owners of the Bridgeway Ultra Small Co. fun |
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| stratton wrote: | | They did have to make a large distribution last year like almost everyone. |
 Are you talking active mutual funds here? |
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stratton
Joined: 04 Mar 2007
Posts: 6233
Location: Puget Sound
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| Posted: Wed Nov 04, 2009 4:40 am Post subject: Re: Question for owners of the Bridgeway Ultra Small Co. fun |
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| caklim00 wrote: | | stratton wrote: | | They did have to make a large distribution last year like almost everyone. |
Are you talking active mutual funds here? |
Tax managed is by definition is "actively" managed. What you are looking for is low ER and turnover. BRSIX has an ER and turnover like a microcap index fund, but is tax managed.
Paul |
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EmergDoc
Joined: 02 Mar 2007
Posts: 4938
Location: Home sweet home
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| Posted: Wed Nov 04, 2009 5:56 am Post subject: |
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Mine's in a Roth. I have several funds I'd put in taxable before that one.
_________________
1) Invest you must 2) Time is your friend 3) Impulse is your enemy
4) Basic arithmetic works 5) Stick to simplicity 6) Stay the course |
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KatyJ
Joined: 06 Aug 2009
Posts: 33
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| Posted: Wed Nov 04, 2009 11:14 am Post subject: |
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Double post - Sorry
Last edited by KatyJ on Wed Nov 04, 2009 11:28 am; edited 1 time in total |
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KatyJ
Joined: 06 Aug 2009
Posts: 33
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| Posted: Wed Nov 04, 2009 11:14 am Post subject: |
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| EmergDoc wrote: | | Mine's in a Roth. I have several funds I'd put in taxable before that one. |
Mine's in a Roth too. Guess I was lucky. I did an IRA transfer to the Roth in Dec 2008 when it had already dropped about 35%.
How long do you think it is going to take to get back? I really took a hit with this but it is coming back. If my numbers are correct, its down about 30% since 2007. Any insight would be welcomed.
Oh, yes. There is quite a discussion about BRSIX in the Theory section with Rick Ferri and others. Sorry, don't know how to post it here. Just search there for BRSIX. Hope it helps. |
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caklim00
Joined: 26 May 2008
Posts: 864
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| Posted: Wed Nov 04, 2009 11:23 am Post subject: |
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Robert had a good post on BRSIX a while back: http://www.bogleheads.org/foru....df66f8de13
2009 YTD to end September
Bridgeway ultra-small co. market .........24.51%
CRSP10.................................................80.92%
----------------------------------------------------------
Difference.............................................56.41% |
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