OSCVOpus Small Cap Value ETF
OSCV Fund Description
OSCV is an actively managed fund that selects US small-cap companies and REITs based on valuation plus quality and growth metrics. The fund seeks capital appreciation.
OSCV Factset Analytics Insight
OSCV is actively managed to invest small cap stocks and REITs. The fund’s advisor selects across sectors by combining fundamental research with factor-based analysis to select high quality, growing companies that are also undervalued. Selected firms should have a sound business model, higher ROE, strong balance sheets, and shareholder-friendly management. The growth factor is determined by sales, earnings, cash flow, and dividends while undervalued stocks are identified by lower P/E and higher yields than peers. Positions will be sold when the fund’s advisor perceives a security no longer to be higher quality, no longer undervalued, or no longer a small-cap company.
OSCV MSCI ESG Analytics Insight
Opus Small Cap Value ETF has an MSCI ESG Fund Rating of BB based on a score of 4.27 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Opus Small Cap Value ETF ranks in the 13th percentile within its peer group and in the 3th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
OSCV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
OSCV Summary Data
OSCV Portfolio Data
OSCV Index Data
OSCV Portfolio Management
OSCV Tax Exposures
OSCV Fund Structure
OSCV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OSCV. OSCV is rated a 4 out of 5.
OSCV Sector/Industry Breakdown
OSCV Top 10 Holdings[View All]
OSCV Economic Development
OSCV Performance Statistics
OSCV MSCI ESG Ratings
OSCV Benchmark Comparison Summary
OSCV Benchmark Comparison Market Cap Size