Morningstar

ALPS O'Shares US Sm-Cp Qul Div ETF OUSM

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

Morningstar’s Analysis OUSM

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

  • People Pillar

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

ALPS O'Shares US Sm-Cp Qul Div ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings OUSM

More OUSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

A.O. Smith Corp

2.11 16.2 Mil
Industrials

Dolby Laboratories Inc Class A

2.08 16.0 Mil
Industrials

Lincoln Electric Holdings Inc

2.08 15.9 Mil
Industrials

Avnet Inc

2.08 15.9 Mil
Technology

Robert Half Inc

2.06 15.8 Mil
Industrials

Houlihan Lokey Inc Class A

2.05 15.7 Mil
Financial Services

MSC Industrial Direct Co Inc Class A

2.04 15.6 Mil
Industrials

Donaldson Co Inc

2.02 15.5 Mil
Industrials

Texas Roadhouse Inc

2.02 15.4 Mil
Consumer Cyclical

SEI Investments Co

2.01 15.4 Mil
Financial Services

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