Brandes U.S. Small-Mid Cap Value Fund (BSMC)
BATS BATS Primary Summary
BSMC Chart
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.
Brandes U.S. Small-Mid Cap Value Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Keith Dubauskas One Plus One Wealth Management LLC | 32,854 | $1.14M | $1.32M | $179,928.22 | 15.77% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 208,094 | $7.23M | $8.33M | $1.1M | 15.25% |
 Michael Behner Nautilus Advisors LLC | 27,396 | $991,032 | $1.09M | $103,712.16 | 10.47% |
Brandes U.S. Small-Mid Cap Value Fund (BSMC) FAQ
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Brandes U.S. Small-Mid Cap Value Fund Profile
| BATS Exchange | US Country |
Overview
The fund operates as an actively managed exchange-traded fund (ETF) with a primary focus on investing in equity securities of U.S. companies. These companies typically fall within the small- to mid-market capitalization range, indicating a strategic preference for enterprises that have a considerable potential for growth but may not yet have reached the scale of their larger counterparts. The fund's investment strategy is designed to leverage the growth potential of these companies by actively managing its portfolio, aiming to achieve an optimal balance between risk and return for its investors.
Products and Services
- Actively Managed ETFs
This product refers to a type of exchange-traded fund where the portfolio is actively managed by fund managers, as opposed to passively tracking an index. The goal of such management is to outperform the average market returns through selective investment in equity securities, primarily focusing on U.S. companies with small- to mid-market capitalizations. This involves frequent adjustments to the fund's holdings based on market conditions and research-driven investment decisions, aiming to capitalize on the growth dynamics of smaller companies.
