Bridgeway Omni Small-Cap Value Fund
Shareclass
Bridgeway Omni Small-Cap Value N (BOSVX)
Type
Open-end mutual fund
Manager
Gender equality score
40
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Not ranked due to low data coverage
% Equileap coverage
26%
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Bridgeway Omni Small-Cap Value Fund BOSVX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chegg Inc<0.01% of assets$15,778 invested
- 2. Pathward Financial Inc0.03% of assets$381,218 invested
- 3. Premier Inc Class A0.56% of assets$6.62M invested
- 4. Bread Financial Holdings Inc0.83% of assets$9.86M invested
- 5. Banner Corp0.47% of assets$5.55M invested
- 6. Edgewell Personal Care Co0.4% of assets$4.74M invested
- 7. Ziff Davis Inc0.18% of assets$2.17M invested
- 8. Allegiant Travel Co0.36% of assets$4.25M invested
- 9. The Hain Celestial Group Inc0.12% of assets$1.45M invested
- 10. Xerox Holdings Corp0.33% of assets$3.9M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Trustmark Corp0.1% of assets$1.24M invested
- 2. First Merchants Corp0.59% of assets$7M invested
- 3. Golden Ocean Group Ltd0.52% of assets$6.17M invested
- 4. Renasant Corp0.54% of assets$6.37M invested
- 5. FB Financial Corp0.59% of assets$7.04M invested
- 6. Phinia Inc0.81% of assets$9.59M invested
- 7. Warrior Met Coal Inc0.67% of assets$7.97M invested
- 8. Provident Financial Services Inc0.21% of assets$2.5M invested
- 9. Hilltop Holdings Inc0.37% of assets$4.35M invested
- 10. Simmons First National Corp Class A0.58% of assets$6.83M invested
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Financial performance
Performance data provided by
Find more financial data on BOSVX at Morningstar.com
Find more financial data on BOSVX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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More from Invest Your Values
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