BSMC
Brandes U.S. Small-Mid Cap Value ETF
📎 Investment Objective
The Brandes U.S. Small-Mid Cap Value ETF (BSMC) seeks to provide long-term capital appreciation by investing in a diversified portfolio of undervalued small and mid-cap U.S. companies.
Overview
ETF tracking Brandes U.S. Small-Mid Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Brandes U.S. Small-Mid Cap Value ETF (BSMC) seeks to provide long-term capital appreciation by investing in a diversified portfolio of undervalued small and mid-cap U.S. companies.
🎯 Investment Strategy
The fund employs a value-oriented investment approach, seeking to identify companies that are trading at a discount to their intrinsic value. The portfolio managers use fundamental analysis to select securities they believe are underpriced relative to their long-term potential.
✨ Key Features
- Focuses on small and mid-cap U.S. companies with a value orientation
- Utilizes Brandes' long-standing value investing philosophy and process
- Diversified portfolio aiming to provide exposure to the small-mid cap value segment
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Small and mid-cap stocks may be more volatile and less liquid than large-cap stocks
- Value investing style may underperform in certain market environments
- Concentration in a specific market capitalization range
- Potential for higher portfolio turnover and transaction costs
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to the small and mid-cap value segment of the U.S. equity market as part of a diversified portfolio. Investors should have a higher risk tolerance and a long-term investment horizon to potentially benefit from the fund's value-oriented approach.