Morningstar

EA Bridgeway Omni Small-Cap Value ETF BSVO

Morningstar Medalist Rating
Medalist Rating as of | See Bridgeway Investment Hub

Morningstar’s Analysis BSVO

Will BSVO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSVO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSVO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSVO’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

EA Bridgeway Omni Small-Cap Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BSVO

More BSVO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victoria's Secret & Co

1.00 24M
Consumer Cyclical

International Seaways Inc

0.87 21M
Energy

Scorpio Tankers Inc

0.83 20M
Energy

Patterson-UTI Energy Inc

0.81 20M
Energy

Par Pacific Holdings Inc

0.80 19M
Energy

Helmerich & Payne Inc

0.77 19M
Energy

Crescent Energy Co Class A

0.75 18M
Energy

Viasat Inc

0.75 18M
Technology

Teekay Tankers Ltd Class A

0.71 17M
Energy

Bread Financial Holdings Inc

0.71 17M
Financial Services

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