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.
Brandes U.S. Small-Mid Cap Value ETF BSMC
Morningstar’s Analysis BSMC
Will BSMC 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 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 |