Morningstar

Opus Small Cap Value Plus ETF OSCV

Morningstar Medalist Rating
Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis OSCV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Opus Small Cap Value Plus ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings OSCV

More OSCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

3.60 22M
Cash and Equivalents

The Hanover Insurance Group Inc

2.86 18M
Financial Services

Viper Energy Inc Ordinary Shares - Class A

2.60 16M
Energy

Hawkins Inc

2.58 16M
Basic Materials

Texas Roadhouse Inc

2.54 16M
Consumer Cyclical

Ensign Group Inc

2.47 15M
Healthcare

Encompass Health Corp

2.44 15M
Healthcare

Seacoast Banking Corp of Florida

2.36 15M
Financial Services

Enterprise Financial Services Corp

2.31 14M
Financial Services

Primerica Inc

2.26 14M
Financial Services

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