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ASCE - ETF AI Analysis

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ASCE

Allspring SMID Core ETF (ASCE)

Rating:72Outperform
Price Target:
ASCE, the Allspring SMID Core ETF, earns a solid overall rating thanks to strong contributors like Onto Innovation and Teekay, which bring healthy financials, positive outlooks, and supportive technical trends to the portfolio. Other holdings such as DigitalOcean and StoneX add growth potential but also introduce risks around leverage, cash flow, and mixed technical signals, which slightly weigh on the fund’s rating. The main risk factor is exposure to several stocks with high or stretched valuations, meaning the fund could be more sensitive if market sentiment turns.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past few months, indicating solid recent momentum.
Leading Holdings Performing Well
Most of the top 10 stocks, such as Powell Industries, DigitalOcean, and Onto Innovation, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across technology, financials, industrials, health care, consumer cyclical, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Higher-Than-Average Fees for a Passive ETF
The expense ratio is on the higher side compared with many low-cost index ETFs, which slightly reduces net returns over time.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
Meaningful Exposure to a Handful of Stocks
The top 10 holdings each carry noticeable weights, so poor performance from just a few of these companies could have an outsized effect on the ETF.

ASCE vs. SPDR S&P 500 ETF (SPY)

ASCE Summary

The Allspring SMID Core ETF (ASCE) invests in small and mid-sized U.S. companies, aiming for long-term growth by focusing on businesses that may be overlooked compared with big-name stocks. It does not track a set index, but instead selects a mix of sectors like technology, financials, industrials, and health care. Well-known holdings include DigitalOcean and Onto Innovation. Investors might consider ASCE to diversify beyond large caps and tap into the growth potential of smaller, up-and-coming companies. A key risk is that smaller stocks can be more volatile, so the share price can move up and down more sharply than the overall market.
How much will it cost me?The Allspring SMID Core ETF (ASCE) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed, focusing on identifying undervalued opportunities in small to mid-cap stocks. Active management typically involves more research and decision-making, which can increase expenses.
What would affect this ETF?The Allspring SMID Core ETF could benefit from growth in the U.S. economy, particularly in sectors like technology and healthcare, which are among its top exposures. However, it may face challenges if interest rates rise, as smaller companies often have higher borrowing costs, or if economic uncertainty impacts consumer spending and industrial activity. Its focus on undervalued small to mid-cap stocks provides opportunities for growth but also exposes it to higher volatility compared to large-cap investments.

ASCE Top 10 Holdings

ASCE is leaning into U.S. small and mid-cap growth stories, with a noticeable tilt toward tech and industrial innovators. Fabrinet, Onto Innovation, and Credo Technology are doing much of the heavy lifting, riding strong momentum in specialized tech and semiconductors. Powell Industries and EMCOR add steady industrial muscle, helping smooth out bumps. DigitalOcean is rising but a bit of a high-wire act, with stretched finances that could wobble if sentiment turns. Overall, the fund is U.S.-centric and moderately concentrated in niche tech and industrial names driving performance.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Fabrinet3.22%$2.07M$25.80B259.11%
78
Outperform
StoneX Group3.18%$2.04M$8.35B81.73%
58
Neutral
Powell Industries3.08%$1.97M$9.21B306.37%
76
Outperform
EMCOR Group3.02%$1.94M$38.74B112.05%
73
Outperform
DigitalOcean Holdings2.86%$1.84M$9.75B209.63%
73
Outperform
Credo Technology Group Holding Ltd2.76%$1.77M$35.98B346.52%
77
Outperform
Onto Innovation2.73%$1.75M$15.31B145.13%
82
Outperform
Teekay2.69%$1.73M$1.12B83.05%
79
Outperform
Carpenter Technology2.68%$1.72M$21.29B114.81%
75
Outperform
Blue Bird2.58%$1.65M$2.05B81.64%
69
Neutral

ASCE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.71
Positive
100DMA
28.32
Positive
200DMA
27.08
Positive
Market Momentum
MACD
0.85
Negative
RSI
66.30
Neutral
STOCH
61.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ASCE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.89, equal to the 50-day MA of 28.71, and equal to the 200-day MA of 27.08, indicating a bullish trend. The MACD of 0.85 indicates Negative momentum. The RSI at 66.30 is Neutral, neither overbought nor oversold. The STOCH value of 61.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ASCE.

ASCE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$64.26M0.38%
72
Outperform
$75.75M0.69%
69
Neutral
$58.88M0.75%
73
Outperform
$30.34M0.80%
71
Outperform
$29.35M1.09%
68
Neutral
$28.94M0.75%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ASCE
Allspring SMID Core ETF
31.00
6.18
24.90%
OASC
OneAscent Small Cap Core ETF
SMOX
Horizon Small/Mid Cap Core Equity ETF
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
BCSM
Baron SMID Cap ETF
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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