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BSMC - ETF AI Analysis

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BSMC

Brandes U.S. Small-Mid Cap Value ETF (BSMC)

Rating:64Neutral
Price Target:
BSMC, the Brandes U.S. Small-Mid Cap Value ETF, has a solid overall rating that reflects a mix of strong, stable holdings and a few more challenged names. Positive contributors include Innovex International, Ingles Markets, UniFirst, and Zimmer Biomet, which show strong financial health, supportive technical trends, and strategic growth initiatives that help underpin the fund’s quality. On the weaker side, DENTSPLY SIRONA and Edgewell Personal Care face financial and technical headwinds, and the fund’s focus on smaller U.S. value companies means investors should be aware of the added risk from company-specific challenges in this segment.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over recent months, showing solid momentum in its strategy.
Broad Sector Diversification
Holdings are spread across several sectors like health care, industrials, technology, and consumer stocks, which helps reduce the impact if one area of the market struggles.
Several Strong-Performing Holdings
Many of the top positions, including companies in health care and consumer areas, have shown strong year-to-date performance, supporting the fund’s overall results.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of your returns go toward fees each year.
Heavy U.S. Concentration
The portfolio is overwhelmingly invested in U.S. companies, offering limited diversification across other global markets.
Exposure to Some Weak Holdings
A few top holdings have shown weak or negative performance this year, which could drag on the fund if those companies do not recover.

BSMC vs. SPDR S&P 500 ETF (SPY)

BSMC Summary

Brandes U.S. Small-Mid Cap Value ETF (BSMC) invests mainly in smaller and mid-sized U.S. companies that the managers believe are undervalued. It doesn’t track a specific index, but follows a value investing theme, looking for solid businesses trading at attractive prices across health care, industrials, technology, and consumer sectors. Well-known holdings include DENTSPLY SIRONA and Zimmer Biomet Holdings. Investors might consider BSMC for diversification and the long-term growth potential of smaller companies. However, because it focuses on small and mid-sized stocks, its price can go up and down more sharply than the overall market.
How much will it cost me?The Brandes U.S. Small-Mid Cap Value ETF (BSMC) has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting undervalued small and mid-sized companies through detailed analysis.
What would affect this ETF?BSMC could benefit from a strong U.S. economy, as small and mid-sized companies often thrive during periods of growth, and its focus on undervalued stocks may provide opportunities if market sentiment shifts toward value investing. However, rising interest rates or economic slowdowns could negatively impact smaller companies, and sector-specific challenges in areas like Health Care or Technology, which have significant weight in the ETF, may also pose risks.

BSMC Top 10 Holdings

BSMC leans heavily into U.S. small- and mid-cap value names, with health care and consumer staples quietly steering the ship. UniFirst and Edgewell Personal Care have been rising steadily, acting as key engines for recent gains, while Innovex International and Elanco Animal Health add a more mixed, stop-and-go feel to performance. On the flip side, Amdocs has been lagging, putting a bit of drag on the fund. With all holdings U.S.-based and spread across industrials, tech, and defensives, the ETF avoids single-name risk but still tilts toward value-heavy, domestically focused stories.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
4.01%$6.92M
DENTSPLY SIRONA2.89%$4.99M$2.75B-6.50%
46
Neutral
Innovex International2.86%$4.93M$1.85B78.06%
76
Outperform
Ingles Markets2.77%$4.78M$1.67B42.42%
72
Outperform
Elanco Animal Health2.75%$4.74M$13.22B91.22%
69
Neutral
Amdocs2.66%$4.60M$5.95B-34.05%
69
Neutral
International Flavors & Fragrances2.62%$4.52M$20.29B14.02%
61
Neutral
UniFirst2.55%$4.39M$5.10B72.36%
72
Outperform
Edgewell Personal Care2.51%$4.33M$1.26B8.07%
58
Neutral
Zimmer Biomet Holdings2.29%$3.95M$18.37B3.65%
73
Outperform

BSMC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
38.84
Positive
100DMA
37.90
Positive
200DMA
36.56
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BSMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.75, equal to the 50-day MA of 38.84, and equal to the 200-day MA of 36.56, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BSMC.

BSMC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$172.71M0.71%
64
Neutral
$760.75M0.75%
68
Neutral
$708.77M0.62%
64
Neutral
$507.48M0.75%
71
Outperform
$451.55M0.68%
71
Outperform
$270.91M0.55%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BSMC
Brandes U.S. Small-Mid Cap Value ETF
40.18
9.11
29.32%
RSMC
Rockefeller U.S. Small-Mid Cap ETF
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
CSMD
Congress SMid Growth ETF
SMIZ
Zacks Small/Mid Cap ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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