Intech S&P Small-Mid Cap Divers Alp ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Intech S&P Small-Mid Cap Diversified Alpha ETF SMDX
Morningstar’s Analysis SMDX
Will SMDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SMDX 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 SMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
East West Bancorp Inc | 1.25 | 2M | Financial Services |
Jones Lang LaSalle Inc | 1.20 | 2M | Real Estate |
US Foods Holding Corp | 1.05 | 1M | Consumer Defensive |
Tenet Healthcare Corp | 1.02 | 1M | Healthcare |
Lamar Advertising Co Class A | 1.01 | 1M | Real Estate |
XPO Inc | 0.96 | 1M | Industrials |
Exelixis Inc | 0.88 | 1M | Healthcare |
United Therapeutics Corp | 0.86 | 1M | Healthcare |
AECOM | 0.84 | 1M | Industrials |
Everpure Inc Class A | 0.80 | 1M | Technology |
United States