Morningstar

ALPS O'Shares U.S. Quality Dividend ETF Shares OUSA

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

Morningstar’s Analysis OUSA

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

  • People Pillar

    The People Pillar is our evaluation of the OUSA 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 OUSA’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 Quality 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 OUSA

More OUSA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

5.36 40M
Financial Services

Apple Inc

5.06 37M
Technology

Microsoft Corp

5.02 37M
Technology

Mastercard Inc Class A

4.96 37M
Financial Services

Johnson & Johnson

4.77 35M
Healthcare

Alphabet Inc Class A

4.62 34M
Communication Services

The Home Depot Inc

3.78 28M
Consumer Cyclical

TJX Companies Inc

3.18 24M
Consumer Cyclical

Cisco Systems Inc

2.86 21M
Technology

McDonald's Corp

2.61 19M
Consumer Cyclical

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