Bridgeway Omni Small-Cap Value N’s strong process and parent firm are the foundation for this strategy's Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
- NAV / 1-Day Return 16.42 / 1.97 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.600%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.67%
- Turnover 30%
Morningstar’s Analysis BOSVX
Will BOSVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 572
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector