Key stats
About Opus Small Cap Value ETF
Expense ratio
0.79%
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Inception date
Jul 18, 2018
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
What's in the fund
Exposure type
Finance
Stock breakdown by region