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.
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares OUSM
Morningstar’s Analysis OUSM
Will OUSM 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 21.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Concentra Group Holdings Parent Inc | 2.21 | 17M | Healthcare |
Universal Health Services Inc Class B | 2.17 | 17M | Healthcare |
Graco Inc | 2.14 | 17M | Industrials |
Encompass Health Corp | 2.11 | 17M | Healthcare |
National Healthcare Corp | 2.10 | 17M | Healthcare |
Avnet Inc | 2.08 | 16M | Technology |
Lincoln Electric Holdings Inc | 2.07 | 16M | Industrials |
Badger Meter Inc | 2.07 | 16M | Technology |
A.O. Smith Corp | 2.06 | 16M | Industrials |
New York Times Co Class A | 2.03 | 16M | Communication Services |