Omni Small-cap Financials
| BOSVX Fund | USD 16.50 0.18 1.08% |
Omni |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Omni Small-cap Fund Summary
Omni Small-cap competes with Calvert Short, Dreyfus Short, Fidelity Flex, Federated Municipal, and Angel Oak. 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.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1087477758 |
| Business Address | Bridgeway Funds |
| Mutual Fund Family | Bridgeway |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 661 3550 |
| Currency | USD - US Dollar |
Omni Small-cap Key Financial Ratios
Omni Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Omni Small-cap's current stock value. Our valuation model uses many indicators to compare Omni Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Omni Small-cap competition to find correlations between indicators driving Omni Small-cap's intrinsic value. More Info.Omni Small Cap Value is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Omni Small Cap Value is roughly 12.47 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Omni Small-cap's earnings, one of the primary drivers of an investment's value.Omni Small Cap Systematic Risk
Omni Small-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Omni Small-cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Omni Small Cap correlated with the market. If Beta is less than 0 Omni Small-cap generally moves in the opposite direction as compared to the market. If Omni Small-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Omni Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Omni Small-cap is generally in the same direction as the market. If Beta > 1 Omni Small-cap moves generally in the same direction as, but more than the movement of the benchmark.
Omni Small-cap Thematic Clasifications
Omni Small Cap Value is part of several thematic ideas from Hybrid Mix Funds to Small Value Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasOmni Small Cap Value is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 6.45 Billion. Omni Small-cap retains roughly 918.39 Million in net asset claiming about 14% of funds listed under Small Value category.Omni Small-cap March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Omni Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Omni Small Cap Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Omni Small Cap Value based on widely used predictive technical indicators. In general, we focus on analyzing Omni Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Omni Small-cap's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 5.04 | |||
| Value At Risk | (1.94) | |||
| Potential Upside | 1.74 |
Other Information on Investing in Omni Mutual Fund
Omni Small-cap financial ratios help investors to determine whether Omni Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Omni with respect to the benefits of owning Omni Small-cap security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |