Bridgeway Mutual Fund Quote

BOSVX
 Fund
  

USD 22.07  0.13  0.59%   

Market Performance
3 of 100
Odds Of Distress
Over 52
Bridgeway Omni is trading at 22.07 as of the 9th of August 2022; that is 0.59% increase since the beginning of the trading day. The fund's open price was 21.94. Bridgeway Omni has 52 percent odds of going through some form of financial distress in the next two years and did not have a very good performance for investor during the last 90 trading days. Equity ratings for Bridgeway Omni Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of July 2022 and ending today, the 9th of August 2022. Click here to learn more.
The investment seeks to provide long-term total return on capital, primarily through capital appreciation. Bridgeway Omni is traded on NASDAQ Exchange in the United States. More on Bridgeway Omni Small

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Bridgeway Omni Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Bridgeway Omni's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Bridgeway Omni or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Bridgeway Omni Small has high likelihood to experience some financial distress in the next 2 years
Bridgeway Omni Small generated five year return of -3.0%
This fund holds 99.91% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Bridgeway Omni's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate1st of June 2013
Bridgeway Omni Small [BOSVX] is traded in USA and was established 9th of August 2022. The fund is listed under Small Value category and is part of Bridgeway family. Bridgeway Omni Small currently has accumulated 1.29 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was -9.24%.
Check Bridgeway Omni Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bridgeway Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bridgeway Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bridgeway Omni Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Bridgeway Omni Small Constituents

Bridgeway Omni Target Price Odds Analysis

What are Bridgeway Omni's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Bridgeway Omni jumping above the current price in 90 days from now is about 26.52%. The Bridgeway Omni Small probability density function shows the probability of Bridgeway Omni mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1132 suggesting Bridgeway Omni Small market returns are sensitive to returns on the market. As the market goes up or down, Bridgeway Omni is expected to follow. Additionally, the company has an alpha of 0.0033, implying that it can generate a 0.003287 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 22.07HorizonTargetOdds Above 22.07
73.27%90 days
 22.07 
26.52%
Based on a normal probability distribution, the odds of Bridgeway Omni to move above the current price in 90 days from now is about 26.52 (This Bridgeway Omni Small probability density function shows the probability of Bridgeway Mutual Fund to fall within a particular range of prices over 90 days) .

Bridgeway Omni Small Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Bridgeway Omni market risk premium is the additional return an investor will receive from holding Bridgeway Omni long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Bridgeway Omni. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Bridgeway Omni's alpha and beta are two of the key measurements used to evaluate Bridgeway Omni's performance over the market, the standard measures of volatility play an important role as well.

Bridgeway Omni Against Markets

Picking the right benchmark for Bridgeway Omni mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Bridgeway Omni mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Bridgeway Omni is critical whether you are bullish or bearish towards Bridgeway Omni Small at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Bridgeway Omni without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Bridgeway Omni Small?

You need to understand the risk of investing before taking a position in Bridgeway Omni. The danger of trading Bridgeway Omni Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Bridgeway Omni is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Bridgeway Omni. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Bridgeway Omni Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Trending Equities. Note that the Bridgeway Omni Small information on this page should be used as a complementary analysis to other Bridgeway Omni's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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When running Bridgeway Omni Small price analysis, check to measure Bridgeway Omni's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Bridgeway Omni is operating at the current time. Most of Bridgeway Omni's value examination focuses on studying past and present price action to predict the probability of Bridgeway Omni's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Bridgeway Omni's price. Additionally, you may evaluate how the addition of Bridgeway Omni to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Bridgeway Omni's value and its price as these two are different measures arrived at by different means. Investors typically determine Bridgeway Omni value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bridgeway Omni's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.