M.D. Sass Concentrated Value ETF (SASS) is an actively managed equity ETF that offers concentrated, high‑conviction exposure to U.S.-listed large- and mid‑cap value companies. Classified in the Size & Style — Total Market group but operating in a value niche, SASS focuses on stocks that the manager believes are undervalued relative to fundamentals—typically companies with lower valuation metrics, stable cash flow profiles and attractive dividend characteristics—while drawing from the broad investable market rather than a narrow sector or cap bucket. By holding a relatively small number of positions versus broad index funds, the fund seeks to deliver differentiated returns through selective security selection and conviction weighting, giving the manager flexibility to overweight best ideas and underweight or avoid names they view as overvalued. That concentrated approach can enhance potential upside from successful stock picks but also adds portfolio-specific risk and greater style sensitivity, so the ETF is best suited for investors seeking a value-tilted complement to a core equity allocation or a focused, conviction-driven alternative to broad-market value exposures.
M.D. Sass Concentrated Value ETF (SASS) Fund Flow Chart
M.D. Sass Concentrated Value ETF (SASS) 1 year Net Flows: $6M
For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.