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

The Fund seeks long-term capital appreciation by investing predominantly in U.S. equity securities of small- and mid-capitalization companies that the Fund’s investment team believes are undervalued relative to their financial strength and upside potential.
  • Ticker Symbol BSMC
  • Cusip 900934100
  • Nav Symbol BSMC.NV
  • Inception Date October 3, 2023
  • Primary Exchange CBOE
  • Expense Ratio 0.70%
  • Dividend Frequency Quarterly


Why Brandes U.S. Small-Mid Cap Value ETF?

  • Active Value: The fund employs our disciplined, bottom-up investing approach to seek U.S. small-/mid-cap companies trading below our estimates of intrinsic value.
  • Experience: Having managed the U.S. Small-Mid Cap Value Equity Strategy for over 20 years, Brandes is familiar with the intricacies of the vast U.S. small-/mid-cap equity space.
  • Flexibility: The fund has the ability and willingness to be different than the benchmark.

  • Investors should consider the investment objectives, risks, charges, and expenses carefully before investing.  For a prospectus with this and other information about the fund, please click here or call (800) 395-3807.  Please read the prospectus carefully before investing.
  • Distributed by Foreside Fund Services, LLC.
  • Investing involves risk, including potential loss of principal.  An investment in the Fund may be subject to risks associated with investing in equity securities, including foreign and value securities risks, issuer risk, and focused investing risk. The Fund may, from time to time, invest a substantial portion of the total value of its assets in securities of issuers located in a particular industry, sector, country or geographic region. During such periods, the Fund may be more susceptible to risks associated with that industry, sector, country, or region. The Fund is an exchange-traded fund and, as a result of this structure, it is exposed to additional trading and transactional risks, limited participant risk, and risks associated with buying and selling shares. The Fund is a recently organized investment company with limited operating history. Please see the prospectus for a discussion of risks.
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