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ALPS O'Shares US Sm-Cp Qul Div ETF OUSM

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis OUSM

Will OUSM outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OUSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OUSM 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 OUSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

ALPS O'Shares US Sm-Cp Qul Div 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 sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OUSM

More OUSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Encompass Health Corp

2.04 13.5 Mil
Healthcare

Juniper Networks Inc

2.01 13.4 Mil
Technology

Tradeweb Markets Inc

1.98 13.1 Mil
Financial Services

Organon & Co Ordinary Shares

1.97 13.0 Mil
Healthcare

New York Times Co Class A

1.96 13.0 Mil
Communication Services

Lincoln Electric Holdings Inc

1.96 13.0 Mil
Industrials

Primerica Inc

1.95 12.9 Mil
Financial Services

Old Republic International Corp

1.94 12.8 Mil
Financial Services

ITT Inc

1.90 12.6 Mil
Industrials

Chemed Corp

1.87 12.4 Mil
Healthcare