OSCV : Opus Small Cap Value Plus ETF

OSCV is a US Stocks Market Small Blend with MODERATE fees.

OSCV

Opus Small Cap Value Plus ETF

FI Score

37 /100

Diversification Rating

3 /10

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

37% FI Score
  • oscv
  • ETF
  • US Stocks
  • Small Blend

Opus Small Cap Value Plus ETF

Expenses: 0.79% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund (ETF) that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts (REITs).

Largest Holdings

Amount Holding
2.89% Chemed Corporation
2.69% Pool Corporation
2.42% Logansport Financial Corp
2.28% NIC Inc
2.22% The Ensign Group, Inc
2.22% NextEra Energy Partners, LP
2.16% Algonquin Power & Utilities Corp
2.07% Watsco, Inc
2.02% Nordson Corporation
1.97% Sapiens International Corporation N.V

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