Mixed trend on the daily chart: above its 200-day average, below its 50-day · 50-day above the 200-day · SuperTrend down since Sep 1 · below the Ichimoku cloud · RSI 39 · MACD above its signal · 7% below its 52-week high
None of the 29 investors followed here reported a position in BSVO in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a BSVO trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.2 | 2.7 | -2.0 | 9.3 | -0.3 | 5.5 | 0.3 | 0.1 | -4.5 | 0.6 | +20.7% | ||
| 2025 | 1.4 | -5.4 | -6.4 | -5.8 | 6.3 | 4.6 | 1.3 | 11.0 | -1.1 | -1.3 | 4.5 | -0.2 | +7.6% |
| 2024 | -3.6 | 1.2 | 3.7 | -6.2 | 5.4 | -3.1 | 12.9 | -3.6 | -0.4 | -2.6 | 9.7 | -8.3 | +3.0% |
| 2023 | -2.9 | -4.0 | 9.1 | 9.4 | -3.5 | -2.9 | -4.7 | 8.8 | 10.9 | +19.9% |
The fund seeks to achieve its investment objective by investing primarily in a broad and diverse group of small-cap stocks that the Sub-Adviser determines are value stocks. Under normal circumstances, the fund invests 80% of its net assets (plus borrowings for investment purposes) in equity or equity-related securities (“common stocks”) of small-cap companies at the time of purchase.