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.


1 month+0.60% 3 years+15.95%
3 months+7.99% 5 years+13.62%
1 year+7.69% Since inception+15.84%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+13.62%+13.72%
Expense ratio1.25%1.27%
Risk 5 year sharpe ratio0.840.84
Net assets$972.6M$917.7M
Average market cap$2.6B$2.9B
Average P/E22.321.3
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


U.S. stock87.33%
International stock3.49%
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 Inc3.49%
PTC PTC Inc2.79%
NXTM NxStage Medical Inc2.77%
GNTX Gentex Corp2.67%
INFA Informatica Corp2.47%
FTNT Fortinet Inc2.39%
MINI Mobile Mini Inc2.32%
VMC Vulcan Materials Co2.20%
EXAS Exact Sciences Corp2.08%
FFIV F5 Networks Inc2.08%

To view my watchlist

Not a member yet?

Sign up now for a free account

Partner Financial Offers