Bridgeway Omni Small-Cap Value Fund Class N
BOSVX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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Forward Dividend Yield
Price
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NAV
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52-Week High
Company Information
Provider
Bridgeway
Manager/Tenure
(Years)
(Years)
John N.R. Montgomery (13), Christine L. Wang (13), Elena Khoziaeva (11), 1 other
Website
Address
Bridgeway
Houston TX - 77005
Houston TX - 77005
Country
United States
Phone Number
800-661-3550
Investment Strategy
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 American and NASDAQ.
