Bridgeway Mutual Fund Buy Hold or Sell Recommendation

BOSVX
 Fund
  

USD 23.28  0.31  1.35%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Bridgeway Omni Small is 'Not Rated'. Macroaxis provides Bridgeway Omni buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BOSVX positions. The advice algorithm takes into account all of Bridgeway Omni's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Bridgeway Omni's buy-and-hold perspective. Continue to Bridgeway Omni Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Bridgeway and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Bridgeway Omni Small.

Execute Bridgeway Omni Buy or Sell Advice

The Bridgeway recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Bridgeway Omni Small. Macroaxis does not own or have any residual interests in Bridgeway Omni Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Bridgeway Omni's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Bridgeway OmniBuy Bridgeway Omni
Cautious Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Bridgeway Omni Small has a Mean Deviation of 1.34, Semi Deviation of 1.63, Standard Deviation of 1.67, Variance of 2.78, Downside Variance of 2.98 and Semi Variance of 2.66
Our investment recommendation module complements current analysts and expert consensus on Bridgeway Omni. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Please makes use of Bridgeway Omni number of employees and last dividend paid to make buy, hold, or sell decision on Bridgeway Omni Small.

Bridgeway Omni Trading Alerts and Improvement Suggestions

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

Bridgeway Omni Returns Distribution Density

The distribution of Bridgeway Omni's historical returns is an attempt to chart the uncertainty of Bridgeway Omni's future price movements. The chart of the probability distribution of Bridgeway Omni stock daily returns describes the distribution of returns around its average expected value. We use Bridgeway Omni Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Bridgeway Omni returns is essential to provide solid investment advice for Bridgeway Omni.
Mean Return0.12Value At Risk-2.5
Potential Upside2.60Standard Deviation1.67
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Bridgeway Omni historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Bridgeway Omni Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Bridgeway Omni or Bridgeway sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Bridgeway Omni's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Bridgeway fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.025625
β
Beta against DOW1.11
σ
Overall volatility
1.73
Ir
Information ratio 0.0205

Bridgeway Omni Volatility Alert

Bridgeway Omni Small has relatively low volatility with skewness of -0.51 and kurtosis of 0.43. However, we advise all investors to independently investigate Bridgeway Omni Small to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Bridgeway Omni's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Bridgeway Omni's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Bridgeway Omni Fundamentals Vs Peers

Comparing Bridgeway Omni's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Bridgeway Omni's direct or indirect competition across all of the common fundamentals between Bridgeway Omni and the related equities. This way, we can detect undervalued stocks with similar characteristics as Bridgeway Omni or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Bridgeway Omni's fundamental indicators could also be used in its relative valuation, which is a method of valuing Bridgeway Omni by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Bridgeway Omni to competition
FundamentalsBridgeway OmniPeer Average
Price to Earning14.72 X6.53 X
Price to Book1.18 X0.74 X
Price to Sales0.58 X0.61 X
One Year Return(20.42) %4.15 %
Three Year Return(9.24) %3.60 %
Five Year Return(2.63) %3.24 %
Net Asset1.29 B4.11 B
Last Dividend Paid0.190.65
Cash Position Weight0.08 %10.61 %
Equity Positions Weight99.91 %63.90 %

About Bridgeway Omni Buy or Sell Advice

When is the right time to buy or sell Bridgeway Omni Small? Buying financial instruments such as Bridgeway Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Bridgeway Omni in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Consumer
Consumer Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Theme or any other thematic opportunities.
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Continue to Bridgeway Omni Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

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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.