BOSVX – Fund Analysis – Bridgeway Omni Small-Cap Value N | Morningstar

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Will BOSVX outperform in future?

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

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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.

A lowering of People Pillar rating is the primary driver of Bridgeway Omni Small-Cap Value N's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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