Morningstar

ALPS O'Shares US Quality Div ETF OUSA

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

Morningstar’s Analysis OUSA

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

  • People Pillar

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

ALPS O'Shares US Quality Div 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OUSA

More OUSA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Home Depot Inc

5.40 44.1 Mil
Consumer Cyclical

Apple Inc

5.00 40.9 Mil
Technology

Microsoft Corp

4.80 39.2 Mil
Technology

Visa Inc Class A

4.77 39.0 Mil
Financial Services

Merck & Co Inc

4.60 37.6 Mil
Healthcare

Johnson & Johnson

4.46 36.4 Mil
Healthcare

Alphabet Inc Class A

3.81 31.2 Mil
Communication Services

Mastercard Inc Class A

3.76 30.7 Mil
Financial Services

Comcast Corp Class A

3.62 29.5 Mil
Communication Services

McDonald's Corp

3.49 28.5 Mil
Consumer Cyclical

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