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EAGL - ETF AI Analysis
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Eagle Capital Select Equity ETF (EAGL)
Rating:68Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.
Strong Contributors Among Top Holdings
Several major positions like TSMC, Alphabet, Danaher, Conocophillips, and UnitedHealth have delivered strong year-to-date results, helping support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across technology, health care, consumer, communication services, energy, financials, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Mixed Performance Among Top Stocks
Some large holdings such as Microsoft, Capital One, Workday, and Aercap have shown weak or negative year-to-date performance, which can drag on the fund’s results.
Heavy U.S. Market Exposure
With the vast majority of assets invested in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market’s fortunes.
EAGL vs. SPDR S&P 500 ETF (SPY)
AUM3.71B
RegionGlobal
Expense Ratio0.80%
Beta0.85
IssuerEagle
Inception DateMar 25, 2024
Dividend Yield0.57%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume394,551
30 Day Avg. Volume372,175
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
37.98Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EAGL Summary
EAGL, the Eagle Capital Select Equity ETF, is an actively managed fund that invests across the total U.S. stock market with a focus on value stocks—companies the managers believe are trading for less than they’re really worth. It holds well-known names like Amazon and Microsoft, along with many others in technology, health care, consumer, and energy sectors. Someone might invest in EAGL to seek long-term growth while staying diversified across many industries. A key risk is that its stock prices can rise and fall with the overall market, and value stocks can stay out of favor for long periods.
How much will it cost me?The Eagle Capital Select Equity ETF (EAGL) has an expense ratio of 0.8%, which means you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting undervalued stocks through detailed analysis rather than tracking a broad index. Active management typically involves higher costs due to the research and decision-making involved.
What would affect this ETF?The Eagle Capital Select Equity ETF (EAGL) could benefit from growth in the technology and health care sectors, which make up a significant portion of its holdings, especially if innovation and demand in these industries remain strong globally. However, rising interest rates or economic slowdowns could negatively impact consumer cyclical and financial stocks, which are also part of the ETF's portfolio. Additionally, global regulatory changes or geopolitical tensions could affect the performance of its top holdings like Amazon, Microsoft, and Alphabet.
EAGL Top 10 Holdings
EAGL may be marketed as a broad, global value play, but its story right now is about a few big growth engines and some clear soft spots. TSMC and ConocoPhillips are doing the heavy lifting, with chip demand and firm energy markets giving the fund a solid backbone. On the other side, tech giants like Microsoft and SAP are losing steam, and Amazon isn’t helping, with its recent slide weighing on returns. With a clear tilt toward global tech and communication names, the fund’s performance is tied closely to sentiment around Big Tech and AI.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Conocophillips | 7.17% | $265.46M | $148.99B | 23.18% | 78 Outperform | |
| Amazon | 7.11% | $263.20M | $2.23T | 4.91% | 71 Outperform | |
| TSMC | 5.24% | $194.01M | $1.51T | 94.33% | 81 Outperform | |
| UnitedHealth | 4.80% | $177.60M | $256.05B | -42.27% | 72 Outperform | |
| Alphabet Class A | 4.78% | $176.91M | $3.65T | 82.66% | 85 Outperform | |
| Microsoft | 4.60% | $170.40M | $2.94T | 1.80% | 79 Outperform | |
| SAP AG | 4.28% | $158.45M | $216.96B | -28.02% | 69 Neutral | |
| Mercadolibre | 3.91% | $144.93M | $84.66B | -17.38% | 77 Outperform | |
| Danaher | 3.69% | $136.52M | $132.46B | -11.11% | 75 Outperform | |
| Comcast | 3.55% | $131.32M | $108.51B | -14.87% | 74 Outperform |
EAGL Technical Analysis
Negative
―
Price Trends
32.35
Negative
32.05
Negative
31.16
Negative
Market Momentum
-0.34
Positive
40.98
Neutral
18.07
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EAGL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 31.55, equal to the 50-day MA of 32.35, and equal to the 200-day MA of 31.16, indicating a bearish trend. The MACD of -0.34 indicates Positive momentum. The RSI at 40.98 is Neutral, neither overbought nor oversold. The STOCH value of 18.07 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EAGL.
EAGL Peer Comparison
Comparison Results
Performance Comparison
EAGL
Eagle Capital Select Equity ETF
31.10
3.07
10.95%
CGGO
Capital Group Global Growth Equity ETF
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JGLO
JPMorgan Global Select Equity ETF
―
―
―
CGDG
Capital Group Dividend Growers ETF
―
―
―
BDYN
iShares Dynamic Equity Active ETF
―
―
―
FEGE
First Eagle Global Equity 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.
Disclaimer
This 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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