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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 least expensive 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 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SkyWest Inc

1.00 12.0 Mil
Industrials

Golden Ocean Group Ltd

0.97 11.6 Mil
Industrials

Warrior Met Coal Inc

0.93 11.0 Mil
Basic Materials

Tronox Holdings PLC Shs Class A

0.90 10.8 Mil
Basic Materials

Gulfport Energy Corp Ordinary Shares (New)

0.87 10.4 Mil
Energy

M/I Homes Inc

0.80 9.6 Mil
Consumer Cyclical

MasterBrand Inc Ordinary Shares

0.78 9.3 Mil
Consumer Cyclical

Pactiv Evergreen Inc Ordinary Shares

0.77 9.1 Mil
Consumer Cyclical

Talos Energy Inc Ordinary Shares

0.76 9.0 Mil
Energy

The ODP Corp

0.72 8.6 Mil
Consumer Cyclical