Opus Small Cap Value ETF (OSCV) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.89: the stock has moved about 11% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerOpus Small Cap Value ETF (OSCV) trades at $39.85. Opus Small Cap Value ETF (OSCV) is an actively managed fund focusing on U.S. small-capitalization companies. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for OSCV: OSCV does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Opus Small Cap Value ETF (OSCV) Financial Services Profile
Opus Small Cap Value ETF (OSCV) is an actively managed fund concentrating on equity securities of small-capitalization U.S. companies, including REITs and ADRs. OSCV seeks to mirror the investment landscape of the Russell 2000 Index, offering investors exposure to a diversified portfolio of value-oriented small-cap stocks within the financial services sector.
What Is the Investment Thesis for OSCV?
Opus Small Cap Value ETF (OSCV) presents an investment opportunity for investors seeking exposure to the small-cap U.S. equity market through an actively managed fund. OSCV's focus on companies within the Russell 2000 Index market capitalization range provides access to a segment of the market often overlooked by larger institutional investors. With a beta of 0.89, OSCV demonstrates lower volatility compared to the broader market, potentially offering a more stable investment option. The fund's active management approach allows for strategic allocation to undervalued companies, potentially leading to outperformance compared to passive small-cap indices. Key value drivers include the sub-adviser's stock selection process and ability to identify companies with strong growth potential. However, investors may want to evaluate the potential risks associated with small-cap investing, including liquidity constraints and higher volatility relative to large-cap stocks. The absence of a dividend yield may deter income-seeking investors.
Based on FMP financials and quantitative analysis
OSCV Key Highlights
Market Cap of $0.68B indicates the fund's focus on small-capitalization companies.
- Beta of 0.89 suggests lower volatility compared to the broader market.
- Actively managed ETF provides potential for outperformance through strategic stock selection.
- Investment focus on equity securities, REITs, and ADRs offers diversification within the small-cap universe.
- No dividend yield may be a drawback for income-focused investors.
Who Are OSCV's Competitors?
OSCV is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AVGE Avantis All Equity Markets ETF 9 | $99.34 | +0.81% | $1.05B | — |
| AVRE Avantis Real Estate ETF | $43.96 | -0.25% | $763M | — |
| BIDD iShares International Dividend Active ETF | $30.46 | +0.07% | $417M | — |
| EES WisdomTree U.S. SmallCap Fund | $66.10 | +0.76% | $709M | — |
| FDT First Trust Developed Markets ex-US AlphaDEX Fund | $94.71 | -0.14% | $917M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OSCV's Key Strengths?
Active management provides potential for outperformance.
- Focus on small-cap value stocks.
- Diversification across various sectors and industries.
- Lower volatility compared to the broader market (Beta: 0.89).
What Are OSCV's Weaknesses?
No dividend yield may deter income-seeking investors.
- Small-cap investments can be more volatile than large-cap stocks.
- Reliance on sub-adviser's stock selection skills.
- Management fees can reduce overall returns.
What Are the Key Risks for OSCV?
Economic downturns can negatively impact small-cap stocks.
- Increased competition from other ETFs and mutual funds.
- Changes in market regulations.
- Reliance on the sub-adviser's stock selection skills.
What Are OSCV's Competitive Advantages?
- Active management expertise in small-cap value investing.
- Established track record of performance.
- Brand recognition and reputation within the asset management industry.
What Does OSCV Do?
Opus Small Cap Value ETF (OSCV) is an actively managed exchange-traded fund designed to provide investors with exposure to the small-capitalization segment of the U.S. equity market. The fund primarily invests in equity securities, including common stocks, real estate investment trusts (REITs), and American Depositary Receipts (ADRs) representing the stock of foreign companies. OSCV's investment strategy focuses on identifying and investing in companies whose market capitalization falls within the range of those found in the Russell 2000 Index at the time of purchase. The ETF operates under the principle of investing at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of small-cap U.S. companies. This concentration allows the fund to specifically target the potential value and growth opportunities present within the small-cap market. OSCV's active management approach allows the sub-adviser to strategically allocate capital across various sectors and industries within the small-cap universe, seeking to generate returns that outperform passive investment strategies. The fund's holdings may include companies from a diverse range of sectors, reflecting the breadth and depth of the U.S. small-cap market. OSCV offers investors a vehicle to access a diversified portfolio of small-cap stocks with the potential for long-term capital appreciation.
What Products and Services Does OSCV Offer?
- Invests in equity securities of small-capitalization U.S. companies.
- Focuses on companies within the market capitalization range of the Russell 2000 Index.
- Includes common stocks, REITs, and ADRs in its portfolio.
- Actively manages the portfolio to generate returns.
- Seeks to identify and invest in undervalued companies.
- Provides investors with exposure to the small-cap market segment.
How Does OSCV Make Money?
- Generates revenue through management fees charged on AUM.
- Management fees are typically a percentage of the fund's net asset value.
- Actively manages the fund to outperform its benchmark.
What Industry Does OSCV Operate In?
Opus Small Cap Value ETF (OSCV) operates within the asset management industry, specifically targeting the small-cap segment of the U.S. equity market. The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. OSCV differentiates itself through its focus on actively managed small-cap value investing. The small-cap market can offer higher growth potential compared to large-cap stocks, but also comes with increased volatility and liquidity risks. OSCV competes with other ETFs and mutual funds that target the small-cap market, including passively managed index funds and actively managed funds with different investment strategies.
Who Are OSCV's Key Customers?
- Individual investors seeking small-cap exposure.
- Financial advisors looking for investment solutions for their clients.
- Institutional investors seeking diversified portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -4.6%.
OSCV Financials
Bull Case vs Bear Case
Bull Case
- Active management provides potential for outperformance.
- Focus on small-cap value stocks.
- Diversification across various sectors and industries.
- Lower volatility compared to the broader market (Beta: 0.89).
Bear Case
- No dividend yield may deter income-seeking investors.
- Small-cap investments can be more volatile than large-cap stocks.
- Reliance on sub-adviser's stock selection skills.
- Management fees can reduce overall returns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
OSCV Latest News
No recent news available for OSCV.
OSCV Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for OSCV.
Price Targets
Wall Street price target analysis for OSCV.
OSCV MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for OSCV; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Opus Small Cap Value ETF (OSCV) — Financials
What does Opus Small Cap Value ETF do?
Opus Small Cap Value ETF (OSCV) is an actively managed fund that invests primarily in equity securities of small-capitalization U.S. companies.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information as of 2026-03-16.