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AlphaMark Actively Managed Small Cap ETF SMCP

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.

Weakness in AlphaMark Actively Managed Small Cap ETF's Process and People 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.

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Portfolio Holdings SMCP

  • Current Portfolio Date
  • Equity Holdings 101
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 12.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.42
383,374
Technology
1.28
345,837
Consumer Cyclical
1.23
330,864
Consumer Defensive
1.19
321,117
Technology
1.19
320,385
Financial Services
1.18
318,247
Consumer Cyclical
1.17
316,021
Technology
1.17
314,607
Financial Services
1.15
310,792
Financial Services
1.15
310,466
Consumer Cyclical