EA Bridgeway Omni Small-Cap Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
EA Bridgeway Omni Small-Cap Value ETF BSVO
Morningstar’s Analysis BSVO
Will BSVO outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Victoria's Secret & Co | 1.02 | 23M | Consumer Cyclical |
Viasat Inc | 0.83 | 19M | Technology |
Dana Inc | 0.77 | 18M | Consumer Cyclical |
Patterson-UTI Energy Inc | 0.76 | 17M | Energy |
Sphere Entertainment Co Ordinary Shares - Class A | 0.76 | 17M | Communication Services |
International Seaways Inc | 0.74 | 17M | Energy |
Scorpio Tankers Inc | 0.73 | 17M | Energy |
Helmerich & Payne Inc | 0.73 | 17M | Energy |
United Natural Foods Inc | 0.72 | 16M | Consumer Defensive |
Bread Financial Holdings Inc | 0.71 | 16M | Financial Services |
United States