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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 smaller capitalization United States companies (generally companies with market capitalizations less than $5 billion at the time of purchase) that have substantial capital appreciation potential. The adviser focuses on core growth strategies through bottom-up fundamental research analysis to identify stocks of businesses that are selling at what it believes are substantial discounts to prices that accurately reflect their future earnings prospects.


1 month+4.23% 3 years+8.52%
3 months+7.48% 5 years+11.45%
1 year+12.87% Since inception+14.34%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+11.45%+12.99%
Expense ratio1.27%1.20%
Risk 5 year sharpe ratio0.920.96
Net assets$602.5M$1.0B
Average market cap$2.9B$3.3B
Average P/E23.622.3
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyBroadview Funds
Fund manager & tenureRichard Lane / 20 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock88.34%
International stock1.95%
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
MTG MGIC Investment Corp5.64%
EHC Encompass Health Corp2.73%
COBZ CoBiz Financial Inc2.52%
ZION Zions Bancorp2.46%
CVLT CommVault Systems Inc2.41%
WAL Western Alliance Bancorp2.34%
SUM Summit Materials Inc2.16%
VMC Vulcan Materials Co2.16%
MAS Masco Corp2.15%
FOE Ferro Corp2.05%