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Bridgeway Omni Tax-Managed Sm-Cp Val N (BOTSX)

15.01 Up 0.13(0.87%) Apr 17
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Prev Close:14.88
YTD Return*:2.21%
Net Assets*:383.09M
Yield*:0.53%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BOTSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ENLC0.85-2.82
OMG0.81-7.84
FIBK0.761.37
SNX0.74-8.46
FDP0.73-2.95

Fund Basics

Morningstar Overall Rating:
Total Assets:383.09M
Category:Small Value
Annual Report Expense Ratio (net):0.60%

Performance & Risk

YTD Return:2.21%
5y Avg Return:N/A
Rank in Category (ytd):33
% Rank in Category (ytd):8.46%
Beta (3y):1.39
Morningstar Risk Rating:4

Fund Summary

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
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