ACSI - ETF AI Analysis
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American Customer Satisfaction ETF (ACSI)
Rating:72Outperform
Price Target:―
Positive Factors
Well-Known Top Holdings
The ETF holds many large, established companies like Alphabet, Amazon, Microsoft, Apple, and Costco, which are widely followed and have strong business franchises.
Support from Strong Individual Stock Performance
Some key holdings, such as Alphabet, Charles Schwab, and especially Costco, have shown strong recent performance, helping offset weaker names in the portfolio.
Broad Sector Diversification
The fund spreads its investments across several sectors, including consumer, communication services, financials, technology, and others, which can help reduce the impact of a downturn in any single area.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee for an index-style fund, which can slowly eat into returns over time compared with lower-cost alternatives.
Recent Weak Overall Performance
The fund’s returns over the past month, three months, and year to date have been slightly negative, showing recent performance has been soft.
Concentration in U.S. and a Few Sectors
Almost all assets are invested in U.S. companies and heavily tilted toward consumer and communication services stocks, which increases exposure to U.S.-specific and sector-specific risks.
ACSI vs. SPDR S&P 500 ETF (SPY)
AUM100.11M
RegionNorth America
Expense Ratio0.65%
Beta0.79
IssuerACSI Funds
Inception DateOct 31, 2016
Dividend Yield0.95%
Asset ClassEquity
Index TrackedAmerican Customer Satisfaction Investable Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume50
30 Day Avg. Volume237
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
79.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering34
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACSI Summary
ACSI is an ETF that follows the American Customer Satisfaction Investable Index, focusing on large U.S. companies known for keeping their customers very happy. It holds big, familiar names like Amazon and Apple, along with other major tech, consumer, and financial firms. Someone might invest in ACSI to get broad exposure to many leading companies in one fund, with an added tilt toward businesses that treat customers well, which can support long-term growth. A key risk is that the fund still holds stocks, so its value can go up and down with the overall stock market.
How much will it cost me?The American Customer Satisfaction ETF (ACSI) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on companies with strong customer satisfaction data rather than tracking a broad market index.
What would affect this ETF?The American Customer Satisfaction ETF (ACSI) could benefit from strong consumer spending and technological advancements, as its holdings include major companies in consumer-focused and tech sectors like Apple, Amazon, and Microsoft. However, economic downturns, rising interest rates, or regulatory changes affecting large-cap companies in the U.S. could negatively impact its performance, especially in sectors like Consumer Cyclical and Communication Services. The ETF’s focus on customer satisfaction may provide stability during volatile periods but could face challenges if consumer preferences shift or competition intensifies.
ACSI Top 10 Holdings
ACSI is leaning heavily into U.S. customer favorites, with a tech-and-communications spine. Alphabet and Meta are doing much of the heavy lifting, with rising or steady momentum that helps offset weakness elsewhere. Apple looks a bit mixed, while Amazon has been lagging lately and feels more like a brake than an engine. On the flip side, Verizon, T-Mobile, and especially FedEx have been climbing, giving the fund a lift from telecom and logistics. Overall, it’s a U.S.-centric, Big Tech–tilted portfolio with a helpful boost from service-heavy names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 6.78% | $6.78M | $3.63T | 79.72% | 82 Outperform | |
| Dell Technologies | 5.46% | $5.46M | $101.82B | 61.60% | 65 Neutral | |
| Amazon | 4.48% | $4.49M | $2.20T | 4.67% | 71 Outperform | |
| Apple | 4.28% | $4.28M | $3.64T | 13.62% | 79 Outperform | |
| Meta Platforms | 4.15% | $4.15M | $1.50T | -0.43% | 76 Outperform | |
| Verizon | 3.90% | $3.90M | $210.80B | 13.62% | 81 Outperform | |
| Microsoft | 3.83% | $3.83M | $2.84T | -2.40% | 79 Outperform | |
| Toronto Dominion Bank | 3.37% | $3.37M | $155.22B | 54.53% | 74 Outperform | |
| T Mobile US | 3.30% | $3.31M | $229.71B | -18.52% | 76 Outperform | |
| Costco | 3.24% | $3.24M | $431.38B | 6.94% | 72 Outperform |
ACSI Technical Analysis
Negative
―
Price Trends
66.87
Negative
66.47
Negative
65.28
Negative
Market Momentum
-0.69
Positive
31.52
Neutral
2.39
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACSI, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 66.19, equal to the 50-day MA of 66.87, and equal to the 200-day MA of 65.28, indicating a bearish trend. The MACD of -0.69 indicates Positive momentum. The RSI at 31.52 is Neutral, neither overbought nor oversold. The STOCH value of 2.39 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ACSI.
ACSI Peer Comparison
Comparison Results
Performance Comparison
ACSI
American Customer Satisfaction ETF
63.95
4.42
7.42%
BMVP
Invesco Bloomberg Mvp Multi-Factor Etf
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UPSD
Aptus Large Cap Upside ETF
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ALTL
Pacer Lunt Large Cap Alternator ETF
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LVDS
JPMorgan Fundamental Data Science Large Value ETF
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EGGY
NestYield Dynamic Income Shield ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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