Skip to Content

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.

ALPS O'Shares US Sm-Cp Qul Div ETF retains its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OUSM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Williams-Sonoma Inc

2.71 14.1 Mil
Consumer Cyclical

Lincoln Electric Holdings Inc

2.42 12.6 Mil
Industrials

Juniper Networks Inc

2.31 12.0 Mil
Technology

Tradeweb Markets Inc

2.18 11.3 Mil
Financial Services

Chemed Corp

2.12 11.0 Mil
Healthcare

Teleflex Inc

2.05 10.6 Mil
Healthcare

Primerica Inc

2.01 10.4 Mil
Financial Services

Tapestry Inc

1.98 10.2 Mil
Consumer Cyclical

Texas Roadhouse Inc

1.92 10.0 Mil
Consumer Cyclical

Encompass Health Corp

1.89 9.8 Mil
Healthcare