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

Medalist Rating as of | See Brandes Investment Hub

Morningstar’s Analysis BSMC

Will BSMC outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brandes U.S. Small-Mid Cap Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings BSMC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan US Treasury Plus MMkt Capital

3.95 7M
Cash and Equivalents

Ingles Markets Inc Class A

2.88 5M
Consumer Defensive

International Flavors & Fragrances Inc

2.66 4M
Basic Materials

Dentsply Sirona Inc

2.64 4M
Healthcare

Elanco Animal Health Inc

2.64 4M
Healthcare

Innovex International Inc

2.62 4M
Energy

Edgewell Personal Care Co

2.46 4M
Consumer Defensive

UniFirst Corp

2.42 4M
Industrials

Amdocs Ltd

2.24 4M
Technology

Zimmer Biomet Holdings Inc

2.23 4M
Healthcare

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