Key stats
About EA Bridgeway Omni Small-Cap Value ETF
Expense ratio
0.47%
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Inception date
Mar 13, 2023
BSVOs adviser builds a broad and diverse list of 600-700 US-listed, small-cap stocks believed to be positioned for outperformance, while intending to provide the risk and return characteristics similar to the overall small-cap value market. In constructing the portfolio, the adviser uses an evidence-based approach to identify companies with attractive financials. The typical valuation metrics are considered such as, price to book, price to sales, price to earnings, and others. Utilizing third-party research, companies are evaluated for ESG attributes. A good ESG rating has increased weighting in the advisers strategy, and vice versa. The adviser combines this with a market capitalization approach to limit single-stock and ESG risk. As a result, stocks selected are those in which market capitalization is in the lowest 10% and perceived to be trading at significant discounts than the market.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region