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EAGL - ETF AI Analysis
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Eagle Capital Select Equity ETF (EAGL)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Diversified Sector Exposure
The fund is spread across multiple sectors, including technology, health care, and consumer cyclical, reducing reliance on any single industry.
Top Holdings Driving Growth
Several key holdings, such as Microsoft, Alphabet, and TSMC, have shown strong year-to-date performance, contributing positively to the fund.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which can eat into investor returns over time.
Underperforming Holdings
Some major positions, like UnitedHealth and ConocoPhillips, have lagged in performance, potentially dragging down the fund's overall results.
Geographic Concentration
With over 90% exposure to U.S. companies, the fund lacks diversification across global markets, increasing sensitivity to domestic economic conditions.
EAGL vs. SPDR S&P 500 ETF (SPY)
AUM3.37B
RegionGlobal
Expense Ratio0.81%
Beta0.84
IssuerEagle
Inception DateMar 25, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume160,379
30 Day Avg. Volume145,279
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
36.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EAGL Summary
The Eagle Capital Select Equity ETF (EAGL) is a fund that focuses on value stocks, which are companies believed to be undervalued compared to their true worth. It includes a mix of large, mid, and small-cap companies across various industries, with a strong emphasis on U.S. stocks. Some of its top holdings include well-known companies like Amazon and UnitedHealth. Investors might consider EAGL for its potential to grow over time by focusing on companies with strong financial health and long-term prospects. However, since it targets value stocks, its performance can be affected by market conditions and may take time to realize gains.
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
The Eagle Capital Select Equity ETF (EAGL) leans heavily into technology and healthcare, with names like Alphabet and TSMC driving recent gains thanks to their focus on AI and advanced technologies. Alphabet’s strong growth momentum contrasts with Microsoft, which has been steady but showing signs of cooling. On the flip side, energy giant ConocoPhillips and healthcare leader UnitedHealth are dragging the fund, weighed down by bearish trends and operational challenges. With a global mix and a value-oriented approach, EAGL’s performance hinges on its ability to balance rising stars with lagging sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 7.49% | $246.55M | $2.45T | 11.38% | 71 Outperform | |
| Alphabet Class A | 5.77% | $190.08M | $3.86T | 89.06% | 80 Outperform | |
| Microsoft | 5.22% | $171.96M | $3.61T | 14.78% | 73 Outperform | |
| Conocophillips | 5.17% | $170.34M | $107.62B | -18.90% | 75 Outperform | |
| Workday | 5.17% | $170.32M | $57.50B | -15.02% | 69 Neutral | |
| UnitedHealth | 5.02% | $165.41M | $298.66B | -45.80% | 67 Neutral | |
| TSMC | 4.40% | $144.81M | $1.19T | 60.03% | 81 Outperform | |
| Aercap Holdings | 4.38% | $144.19M | $23.49B | 34.28% | 77 Outperform | |
| Capital One Financial | 4.02% | $132.43M | $138.25B | 13.69% | 65 Neutral | |
| Lennar | 3.94% | $129.65M | $33.24B | -24.60% | 64 Neutral |
EAGL Technical Analysis
Positive
―
Price Trends
31.47
Positive
30.96
Positive
29.68
Positive
Market Momentum
-0.12
Negative
56.11
Neutral
81.19
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EAGL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.33, equal to the 50-day MA of 31.47, and equal to the 200-day MA of 29.68, indicating a bullish trend. The MACD of -0.12 indicates Negative momentum. The RSI at 56.11 is Neutral, neither overbought nor oversold. The STOCH value of 81.19 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EAGL.
EAGL Peer Comparison
Comparison Results
Performance Comparison
EAGL
Eagle Capital Select Equity ETF
31.74
3.02
10.52%
CGGO
Capital Group Global Growth Equity ETF
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JGLO
JPMorgan Global Select Equity ETF
―
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CGDG
Capital Group Dividend Growers ETF
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BDYN
iShares Dynamic Equity Active ETF
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TCHP
T. Rowe Price Blue Chip Growth 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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