Skip to Content

Opus Small Cap Value Plus ETF OSCV

Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis OSCV

Will OSCV outperform in future?

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

Opus Small Cap Value Plus ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OSCV

  • Current Portfolio Date
  • Equity Holdings 72
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

4.86
10,383,870
Cash and Equivalents
2.79
5,953,958
Healthcare
2.56
5,459,722
Healthcare
2.24
4,776,730
Consumer Cyclical
2.22
4,741,278
Industrials
2.11
4,510,082
Consumer Cyclical
2.04
4,362,032
Energy
2.00
4,271,658
Industrials
1.92
4,092,613
Basic Materials