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 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+1.83% 3 years+5.03%
3 months+2.57% 5 years+9.60%
1 year+13.66% Since inception+14.24%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.60%+12.99%
Expense ratio1.25%1.19%
Risk 5 year sharpe ratio0.780.83
Net assets$566.9M$1.0B
Average market cap$2.9B$3.0B
Average P/E20.921.5
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. stock91.50%
International stock2.20%
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 Corp4.70%
EHC Encompass Health Corp2.72%
WAL Western Alliance Bancorp2.54%
VMC Vulcan Materials Co2.36%
COBZ CoBiz Financial Inc2.22%
RXN Rexnord Corp2.22%
FOE Ferro Corp2.20%
KRA Kraton Corp2.13%
BMCH BMC Stock Holdings Inc2.12%
LTXB LegacyTexas Financial Group Inc2.09%