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Morningstar

EA Bridgeway Omni Small-Cap Value ETF BSVO

Morningstar Medalist Rating
Medalist Rating as of | See Bridgeway Investment Hub

Morningstar’s Analysis BSVO

Will BSVO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSVO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSVO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSVO’s parent organization’s priorities and whether they’re in line with investors’ interests.

EA Bridgeway Omni Small-Cap Value ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSVO

More BSVO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tronox Holdings PLC Shs Class A

1.00 12.6 Mil
Basic Materials

Golden Ocean Group Ltd

0.98 12.4 Mil
Industrials

SkyWest Inc

0.96 12.2 Mil
Industrials

Warrior Met Coal Inc

0.86 10.8 Mil
Basic Materials

Teekay Tankers Ltd Class A

0.85 10.8 Mil
Energy

Gulfport Energy Corp Ordinary Shares (New)

0.85 10.7 Mil
Energy

M/I Homes Inc

0.81 10.2 Mil
Consumer Cyclical

United States Cellular Corp

0.80 10.1 Mil
Communication Services

Crescent Energy Co Class A

0.80 10.1 Mil
Energy

Dorian LPG Ltd

0.75 9.5 Mil
Energy