Bridgeway Omni Tax-Managed Sm-Cp Val N (BOTSX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for BOTSX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.60%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||33|
|% Rank in Category (ytd):||8.46%|
|Morningstar Risk Rating:||4|
The investment seeks to provide long-term total return on capital, primarily through capital appreciation.
The fund invests in a broad and diverse group of small-cap stocks that the Adviser determines to be value stocks. It invests 80% of its net assets (plus borrowings for investment purposes) in equity or equity-related securities ("common stocks") of small-cap companies at the time of purchase. The fund primarily invests in small-cap stocks that are listed on the New York Stock Exchange, the NYSE MKT and NASDAQ. It may invest up to 15% of its total assets in foreign securities. View More