EA Bridgeway Omni Small-Cap Value ETF
Shareclass
EA Bridgeway Omni Small-Cap Value ETF (BSVO)
Type
Exchange-traded fund
Manager
Gender equality score
39
/ 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
29%
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
4/30
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.
EA Bridgeway Omni Small-Cap Value ETF BSVO
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 Inc0.02% of assets$311,005 invested
- 2. Premier Inc Class A0.72% of assets$9.32M invested
- 3. Bread Financial Holdings Inc0.65% of assets$8.35M invested
- 4. Banner Corp0.47% of assets$6.06M invested
- 5. Edgewell Personal Care Co0.5% of assets$6.48M invested
- 6. Ziff Davis Inc0.4% of assets$5.14M invested
- 7. Allegiant Travel Co0.31% of assets$4.05M invested
- 8. The Hain Celestial Group Inc0.03% of assets$327,514 invested
- 9. Xerox Holdings Corp0.21% of assets$2.64M invested
- 10. Pacira BioSciences Inc0.49% of assets$6.28M 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. Golden Ocean Group Ltd0.6% of assets$7.68M invested
- 2. First Merchants Corp0.53% of assets$6.88M invested
- 3. Renasant Corp0.6% of assets$7.77M invested
- 4. FB Financial Corp0.03% of assets$410,023 invested
- 5. Werner Enterprises Inc0.5% of assets$6.48M invested
- 6. Phinia Inc0.76% of assets$9.8M invested
- 7. Warrior Met Coal Inc0.79% of assets$10.12M invested
- 8. Seadrill Ltd0.38% of assets$4.89M invested
- 9. Provident Financial Services Inc0.4% of assets$5.22M invested
- 10. Hilltop Holdings Inc0.51% of assets$6.64M invested
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Financial performance
Performance data provided by
Find more financial data on BSVO at Morningstar.com
Find more financial data on BSVO 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
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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