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Morningstar

AlphaMark Actively Managed Small Cap ETF SMCP

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

Morningstar’s Analysis SMCP

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

  • People Pillar

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

Weakness in AlphaMark Actively Managed Small Cap ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMCP

More SMCP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Abercrombie & Fitch Co Class A

1.48 473,579
Consumer Cyclical

Fabrinet

1.30 415,554
Technology

Neogen Corp

1.30 415,078
Healthcare

AeroVironment Inc

1.25 399,029
Industrials

Dycom Industries Inc

1.23 393,448
Industrials

Axcelis Technologies Inc

1.21 387,021
Technology

Marathon Digital Holdings Inc

1.19 378,674
Financial Services

Primo Water Corp

1.16 368,727
Consumer Defensive

CONSOL Energy Inc Ordinary Shares

1.15 367,666
Energy

InterDigital Inc

1.14 363,763
Technology