Opus Small Cap Value Plus 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.
Opus Small Cap Value Plus ETF OSCV
Morningstar’s Analysis OSCV
Will OSCV 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 OSCV 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 OSCV’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 25.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
nVent Electric PLC | 3.01 | 20M | Industrials |
The Hanover Insurance Group Inc | 2.75 | 18M | Financial Services |
Viper Energy Inc Ordinary Shares - Class A | 2.65 | 17M | Energy |
Arcosa Inc | 2.64 | 17M | Industrials |
Hawkins Inc | 2.63 | 17M | Basic Materials |
Texas Roadhouse Inc | 2.52 | 16M | Consumer Cyclical |
American Healthcare REIT Inc Ordinary Shares | 2.38 | 15M | Real Estate |
A10 Networks Inc | 2.32 | 15M | Technology |
Enterprise Financial Services Corp | 2.30 | 15M | Financial Services |
Pricesmart Inc | 2.27 | 15M | Consumer Defensive |
United States