Omni Small-Cap Value FundBOSVX

MUTUAL FUNDBridgeway
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$1.2B
Expense ratio
0.47%
1-year return
+33.0%
3 years, a year
+14.8%
5 years, a year
+10.0%
Holdings
589

What it aims to do.

The Omni Small-Cap Value Fund (the Fund) seeks to provide long-term total return on capital, primarily through capital appreciation.

Top 10 holdings.

Holding% of fund
LBRT Liberty Energy Inc0.96%
MSGE Sphere Entertainment Co.0.93%
VSAT ViaSat, Inc.0.90%
JOBY International Seaways Inc0.88%
PTEN Patterson-UTI Energy Inc.0.86%
BTU Peabody Energy Corp.0.82%
DAN Dana Inc.0.82%
TPC Tutor Perini Corporation0.80%
VSXY Victorias Secret and Co0.78%
UNFI United Natural Foods, Inc.0.72%

More on BOSVX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.