Morningstar

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares OUSM

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis OUSM

Will OUSM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OUSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OUSM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OUSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS O'Shares US Sm-Cp Qul Div ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings OUSM

More OUSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Avnet Inc

2.25 18M
Technology

Lincoln Electric Holdings Inc

2.20 17M
Industrials

Badger Meter Inc

2.10 16M
Technology

Graco Inc

2.09 16M
Industrials

Concentra Group Holdings Parent Inc

2.09 16M
Healthcare

Universal Health Services Inc Class B

2.07 16M
Healthcare

A.O. Smith Corp

2.04 16M
Industrials

Donaldson Co Inc

2.04 16M
Industrials

National Healthcare Corp

2.03 16M
Healthcare

Skyworks Solutions Inc

2.03 16M
Technology

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