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Morningstar

Brandes U.S. Small-Mid Cap Value ETF BSMC

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

Morningstar’s Analysis BSMC

Will BSMC outperform in 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 BSMC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSMC 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 BSMC’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Brandes U.S. Small-Mid Cap Value ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSMC

More BSMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan US Treasury Plus MMkt Capital

3.95 2.1 Mil
Cash and Equivalents

Amdocs Ltd

2.99 1.6 Mil
Technology

Edgewell Personal Care Co

2.23 1.2 Mil
Consumer Defensive

Premier Inc Class A

2.23 1.2 Mil
Healthcare

Embraer SA ADR

2.18 1.2 Mil
Industrials

Elanco Animal Health Inc

2.08 1.1 Mil
Healthcare

International Flavors & Fragrances Inc

2.07 1.1 Mil
Basic Materials

Quest Diagnostics Inc

1.99 1.1 Mil
Healthcare

National Western Life Group Inc Class A

1.94 1.0 Mil
Financial Services

IPG Photonics Corp

1.93 1.0 Mil
Technology