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Morningstar

Bridgeway Omni Small-Cap Value N BOSVX

Morningstar Analyst Rating
Quantitative rating as of | See Bridgeway Investment Hub
  • NAV / 1-Day Return 19.23  /  1.33 %
  • Total Assets 1.3 Bil
  • 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 1.44%
  • Turnover 30%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis BOSVX

Will BOSVX 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 BOSVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BOSVX 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 BOSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Bridgeway Omni Small-Cap Value N’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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