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Bridgeway Omni Tax-Managed Sm-Cp Val N BOTSX

Quantitative rating as of
NAV / 1-Day Return
20.82  /  0.95 %
Total Assets
854.8 Mil
Adj. Expense Ratio
0.470%
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
0.90%
Turnover
30%

Morningstar’s Analysis BOTSX

Will BOTSX outperform in future?

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

Summary

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Bridgeway Omni Tax-Managed Sm-Cp Val N’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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