Brandes US Small-Mid Cap Value ETFBSMC
BSMC
0
Funds holding %
of 7,351 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
8% more capital invested
Capital invested by funds: $71.7M [Q3] → $77.4M (+$5.73M) [Q4]
1.55% less ownership
Funds ownership: 99.32% [Q3] → 97.77% (-1.55%) [Q4]
33% less funds holding
Funds holding: 6 [Q3] → 4 (-2) [Q4]
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Research analyst outlook
We haven’t received any recent analyst ratings for BSMC.
Financial journalist opinion
Negative
Seeking Alpha
1 month ago
BSMC: New Small Value ETF Lagging Its Peers
Brandes U.S. Small-Mid Cap Value ETF is an actively managed fund combining size and value, two of the three original factors of the Fama-French model. The BSMC ETF has a portfolio of 68 stocks, well-balanced across holdings and sectors, with a focus on healthcare and industrials. The track record of BSMC is too short to assess the strategy, but it is a bit disappointing.
Positive
CNBC
11 months ago
Why Goldman Sachs is helping its clients launch ETFs
Firms should offer ETF products because investor demand is not slowing down, according to one Goldman Sachs ETF expert.
Positive
CNBC Television
11 months ago
Redefining "active" investing
Redefining "active" investing... and how it comes to market.
Charts implemented using Lightweight Charts™