(BSMC) 2023 EFT Series Trust - Ratings and Ratios

The 2023 EFT Series Trust - Brandes U.S. Small-Mid Cap Value ETF (BSMC) is an actively managed exchange-traded fund (ETF) designed to capture value opportunities in the U.S. small- and mid-capitalization equity market. The fund primarily invests in undervalued equity securities of U.S. companies with market capitalizations typically ranging between small- and mid-cap thresholds. By focusing on fundamentally strong but undervalued companies, the ETF aims to deliver long-term capital appreciation.

Trading on the BATS exchange under the ticker symbol BSMC, the ETF is categorized as a Small Value fund. It offers exposure to a segment of the market often characterized by higher growth potential but with inherent volatility. The funds average daily trading volume over the past 20 days is approximately 28,010 shares, indicating moderate liquidity. As of the latest data, the ETF is priced at $29.93, with key technical indicators showing a 20-day simple moving average (SMA) of $30.84, a 50-day SMA of $30.83, and a 200-day SMA of $30.34. The Average True Range (ATR) of 0.29 reflects relatively low price volatility.

With assets under management (AUM) of $93.52 million, the ETF represents a targeted approach to value investing in the small- to mid-cap space. Its actively managed strategy allows for dynamic adjustments to market conditions, aiming to capitalize on mispriced opportunities.