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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 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.

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 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.57 808,305
Technology

First American Government Obligs X

2.01 631,507
Cash and Equivalents

Modine Manufacturing Co

1.48 464,049
Consumer Cyclical

Jackson Financial Inc

1.34 419,858
Financial Services

Sprouts Farmers Market Inc

1.32 415,119
Consumer Defensive

PBF Energy Inc Class A

1.26 396,029
Energy

Permian Resources Corp Class A

1.23 386,451
Energy

Parsons Corp

1.22 383,060
Technology

Liberty Energy Inc Class A

1.22 382,049
Energy

Mr. Cooper Group Inc

1.22 382,041
Financial Services