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 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.

Opus Small Cap Value Plus ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings OSCV

More OSCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Viper Energy Inc Ordinary Shares - Class A

2.75 10.8 Mil
Energy

Casey's General Stores Inc

2.70 10.6 Mil
Consumer Cyclical

Ensign Group Inc

2.69 10.6 Mil
Healthcare

Tetra Tech Inc

2.56 10.1 Mil
Industrials

Texas Roadhouse Inc

2.46 9.7 Mil
Consumer Cyclical

KB Home

2.38 9.3 Mil
Consumer Cyclical

Chemed Corp

2.32 9.1 Mil
Healthcare

Comfort Systems USA Inc

2.09 8.2 Mil
Industrials

Kadant Inc

1.99 7.8 Mil
Industrials

Primerica Inc

1.98 7.8 Mil
Financial Services

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