(OSCV) Opus Small Cap Value Plus - Ratings and Ratios

The Opus Small Cap Value Plus ETF (BATS:OSCV) is an actively managed exchange-traded fund that primarily invests in small-capitalization U.S. companies, with at least 80% of its net assets allocated to such securities under normal market conditions. The funds sub-adviser categorizes small-capitalization companies as those within the lowest 15% of the total U.S. equity market capitalization, recalculated annually. The funds portfolio includes common stocks, real estate investment trusts (REITs), and American Depositary Receipts (ADRs), providing exposure to both domestic and foreign companies through ADRs. The funds active management approach allows for selective security picking based on fundamental analysis to identify undervalued opportunities in the small-cap universe.

Based on the provided data, the 3-month forecast for OSCV indicates a stable performance outlook. The funds short-term moving averages (SMA20: 36.97, SMA50: 37.24) suggest a slight upward trend, while the SMA200 (36.79) indicates a neutral long-term position. The Average True Range (ATR) of 0.46 reflects low volatility, suggesting minimal price fluctuations. With an asset size of $505.97M, the fund maintains a moderate scale, allowing for efficient portfolio management without excessive market impact. The technical and fundamental data collectively point to a consistent, low-volatility performance in the near term.