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

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.

A decline in Parent Pillar rating is the primary driver of ALPS O'Shares US Sm-Cp Qul Div ETF's downgrade to a Morningstar Medalist Rating of Neutral from Gold.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings OUSM

  • 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

Williams-Sonoma Inc

3.37 18.3 Mil
Consumer Cyclical

Lincoln Electric Holdings Inc

2.38 12.9 Mil
Industrials

Dick's Sporting Goods Inc

2.27 12.4 Mil
Consumer Cyclical

Chemed Corp

2.27 12.3 Mil
Healthcare

Juniper Networks Inc

2.24 12.2 Mil
Technology

Tradeweb Markets Inc

2.12 11.5 Mil
Financial Services

Texas Roadhouse Inc

1.93 10.5 Mil
Consumer Cyclical

Primerica Inc

1.93 10.5 Mil
Financial Services

Owens-Corning Inc

1.92 10.5 Mil
Industrials

Encompass Health Corp

1.90 10.3 Mil
Healthcare