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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 future?

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

A sound investment process and strong management team underpin Brandes U.S. Small-Mid Cap Value ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings BSMC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amdocs Ltd

3.00 1.8 Mil
Technology

Premier Inc Class A

2.51 1.5 Mil
Healthcare

Edgewell Personal Care Co

2.35 1.4 Mil
Consumer Defensive

Embraer SA ADR

2.28 1.4 Mil
Industrials

International Flavors & Fragrances Inc

2.10 1.3 Mil
Basic Materials

Healthcare Services Group Inc

2.04 1.2 Mil
Healthcare

Netgear Inc

2.03 1.2 Mil
Technology

Quest Diagnostics Inc

2.03 1.2 Mil
Healthcare

IPG Photonics Corp

1.98 1.2 Mil
Technology

National Presto Industries Inc

1.98 1.2 Mil
Industrials