Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Broadview Opportunity Fund (BVAOX)

37.28
Net Asset Value
+0.30%
1 Day
+0.51%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.25%
Expense Ratio
Average
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.

Performance

1 month-2.90% 3 years+17.73%
3 months-2.31% 5 years+14.39%
1 year+3.44% Since inception+15.57%
Data through --

Peer Comparisonvs. Small blend

 BVAOXCategory
Performance 5-yr return+14.39%+15.95%
Expense ratio1.25%1.26%
Risk 5 year sharpe ratio0.990.99
Net assets$843.9M$895.4M
Average market cap$2.6B$2.9B
Average P/E22.620.6
Portfolio turnover56%56%

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

Holdings

U.S. stock89.39%
Cash6.06%
International stock4.54%
Fixed income0.00%
Other0.00%
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 Inc4.54%
VMC Vulcan Materials Co2.78%
PTC PTC Inc2.65%
GNTX Gentex Corp2.60%
INFA Informatica Corp2.55%
MTG MGIC Investment Corp2.40%
HXL Hexcel Corp2.36%
MINI Mobile Mini Inc2.35%
HLS HealthSouth Corp2.22%
NXTM NxStage Medical Inc2.03%