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Morningstar

AlphaMark Actively Managed Small Cap ETF SMCP

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

Morningstar’s Analysis SMCP

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

  • People Pillar

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

Weakness in AlphaMark Actively Managed Small Cap ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMCP

More SMCP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

1.36 438,952
Cash and Equivalents

Marathon Digital Holdings Inc

1.20 385,930
Financial Services

Fabrinet

1.15 372,153
Technology

Sprouts Farmers Market Inc

1.11 356,877
Consumer Defensive

Onto Innovation Inc

1.08 349,842
Technology

Mueller Water Products, Inc. Class A

1.08 347,377
Industrials

Ziff Davis Inc

1.06 343,252
Communication Services

AeroVironment Inc

1.05 339,066
Industrials

Axcelis Technologies Inc

1.04 335,702
Technology

Stride Inc

1.03 333,509
Consumer Defensive