Brandes U.S. Small-Mid Cap Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Brandes U.S. Small-Mid Cap Value ETF BSMC
Morningstar’s Analysis BSMC
Will BSMC outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
JPMorgan US Treasury Plus MMkt Capital | 3.33 | 6M | Cash and Equivalents |
Amdocs Ltd | 2.94 | 5M | Technology |
Innovex International Inc | 2.93 | 5M | Energy |
International Flavors & Fragrances Inc | 2.90 | 5M | Basic Materials |
Ingles Markets Inc Class A | 2.75 | 5M | Consumer Defensive |
Edgewell Personal Care Co | 2.59 | 4M | Consumer Defensive |
Elanco Animal Health Inc | 2.38 | 4M | Healthcare |
EPAM Systems Inc | 2.32 | 4M | Technology |
UniFirst Corp | 2.31 | 4M | Industrials |
Zimmer Biomet Holdings Inc | 2.27 | 4M | Healthcare |