BOSVX – Bridgeway Omni Small-Cap Value N Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a broad and diverse group of small-cap stocks that the Adviser determines to be value stocks. It invests 80% of its net assets (plus borrowings for investment purposes) in equity or equity-related securities ("common stocks") of small-cap companies at the time of purchase. The fund primarily invests in small-cap stocks that are listed on the New York Stock Exchange, the NYSE American and NASDAQ.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BOSVX	Bridgeway Omni Small-Cap Value Fund Class N	No Load	Open			Aug 31, 2011	$1.24B	0.470%	Low	$0	−$211.86M

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