Skip to Content
Morningstar

BetaShares Australian Small Coms Sel ETF SMLL

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

Morningstar’s Analysis SMLL

Will SMLL 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 SMLL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit BetaShares Australian Small Coms Sel ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SMLL

More SMLL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Incitec Pivot Ltd

4.42 4.0 Mil
Basic Materials

Cleanaway Waste Management Ltd

4.40 4.0 Mil
Industrials

CSR Ltd

3.65 3.3 Mil
Industrials

Metcash Ltd

3.17 2.9 Mil
Consumer Defensive

Challenger Ltd

2.98 2.7 Mil
Financial Services

Perseus Mining Ltd

2.90 2.6 Mil
Basic Materials

Premier Investments Ltd

2.73 2.5 Mil
Consumer Cyclical

Harvey Norman Holdings Ltd

2.61 2.4 Mil
Consumer Cyclical

National Storage REIT

2.57 2.3 Mil
Real Estate

Champion Iron Ltd

2.54 2.3 Mil
Basic Materials