Broadview Opportunity Fund (BVAOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund may invest in stocks of companies of all sizes, but primarily invests in small- to medium-capitalization (namely, less than $5 billion market capitalization) United States companies that have substantial capital appreciation potential. Many of these companies have little or no following by the major stock brokerage firms. The fund looks for stocks of businesses that are selling at what it believes are substantial discounts to prices that accurately reflect their future earnings prospects.


1 month-2.75% 3 years+17.17%
3 months-5.12% 5 years+14.21%
1 year-0.18% Since inception+15.63%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+14.21%+14.18%
Expense ratio1.21%1.30%
Risk 5 year sharpe ratio0.860.84
Net assets$904.8M$862.9M
Average market cap$2.6B$2.5B
Average P/E24.219.2
Portfolio turnover70%70%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyBroadview Funds
Fund manager & tenureRichard Lane / 17 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock84.75%
International stock3.83%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 21.45%
Healthcare 13.43%
Business service 11.38%
Hardware 10.63%
Consumer goods 10.25%
Top 10 Holdings
Portfolio weighting
MDCA MDC Partners Inc Class A2.99%
PTC PTC Inc2.75%
MINI Mobile Mini Inc2.54%
HXL Hexcel Corp2.31%
INFA Informatica Corp2.14%
NXTM NxStage Medical Inc2.06%
UHS Universal Health Services Inc Class B2.02%
MAS Masco Corp1.86%
HLS Healthsouth Corp1.82%
GNTX Gentex Corp1.73%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.