Morningstar

Brandes U.S. Small-Mid Cap Value ETF BSMC

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

Morningstar’s Analysis BSMC

Will BSMC outperform in the 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 BSMC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brandes U.S. Small-Mid Cap Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BSMC

More BSMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Innovex International Inc

3.16 6M
Energy

International Flavors & Fragrances Inc

3.10 5M
Basic Materials

Amdocs Ltd

2.97 5M
Technology

Ingles Markets Inc Class A

2.65 5M
Consumer Defensive

Dentsply Sirona Inc

2.65 5M
Healthcare

Edgewell Personal Care Co

2.60 5M
Consumer Defensive

EPAM Systems Inc

2.58 5M
Technology

Elanco Animal Health Inc

2.36 4M
Healthcare

Zimmer Biomet Holdings Inc

2.36 4M
Healthcare

Fortrea Holdings Inc

2.35 4M
Healthcare

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