ALPS O'Shares US Sm-Cp Qul Div 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.
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares OUSM
Morningstar’s Analysis OUSM
Will OUSM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Chemed Corp | 2.36 | 20M | Healthcare |
Skyworks Solutions Inc | 2.33 | 19M | Technology |
SEI Investments Co | 2.33 | 19M | Financial Services |
MGIC Investment Corp | 2.23 | 19M | Financial Services |
Essent Group Ltd | 2.23 | 19M | Financial Services |
National Healthcare Corp | 2.20 | 18M | Healthcare |
Avnet Inc | 2.16 | 18M | Technology |
Allison Transmission Holdings Inc | 2.11 | 18M | Consumer Cyclical |
Texas Roadhouse Inc | 2.08 | 17M | Consumer Cyclical |
Royalty Pharma PLC Class A | 2.04 | 17M | Healthcare |