Opus Small Cap Value ETFOpus Small Cap Value ETFOpus Small Cap Value ETF

Opus Small Cap Value ETF

No trades
See on Supercharts

Key stats

Assets under management (AUM)
‪313.08 M‬USD
Fund flows (1Y)
‪30.11 M‬USD
Dividend yield (indicated)
1.52%
Discount/Premium to NAV
0.4%

About Opus Small Cap Value ETF

Issuer
Aptus Holdings LLC
Brand
Opus Capital Management
Expense ratio
0.79%
Home page
Inception date
Jul 18, 2018
Index tracked
No Underlying Index
Management style
Active
OSCV is actively managed to invest small cap stocks and REITs. The funds 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 funds advisor perceives a security no longer to be higher quality, no longer undervalued, or no longer a small-cap company.

Classification

Asset Class
Equity
Category
Size and style
Focus
Small cap
Niche
Value
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy