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-1.14% 3 years+17.92%
3 months-1.25% 5 years+16.80%
1 year+2.75% Since inception+15.65%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+16.80%+13.72%
Expense ratio1.25%1.26%
Risk 5 year sharpe ratio0.890.88
Net assets$846.5M$913.2M
Average market cap$2.6B$2.8B
Average P/E22.620.8
Portfolio turnover56%56%

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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. stock89.39%
International stock4.54%
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 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%

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