ESLV - ETF AI Analysis
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Eventide Large Cap Value ETF (ESLV)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Leading Energy and Technology Holdings
Several top positions in energy and technology have delivered strong results, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Negative Factors
Small Asset Base
The ETF manages a relatively low amount of assets, which can sometimes lead to less trading volume and wider bid-ask spreads.
High U.S. Concentration
With almost all holdings in U.S. companies, the fund offers very limited international diversification.
Several Lagging Top Holdings
Some of the larger positions, particularly in insurance and medical devices, have shown weak recent performance that may weigh on overall returns.
ESLV vs. SPDR S&P 500 ETF (SPY)
AUM13.08M
RegionNorth America
Expense Ratio0.39%
Beta0.36
IssuerEventide
Inception DateSep 29, 2025
Dividend Yield0.52%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,460
30 Day Avg. Volume5,691
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
32.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering119
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESLV Summary
The Eventide Large Cap Value ETF (ESLV) is an actively managed fund that invests mainly in large U.S. companies that its managers believe are trading for less than they’re really worth. It follows a values-based approach inspired by Christian principles and spreads money across many sectors, including financials, technology, energy, and health care. Well-known holdings include Exxon Mobil and Home Depot. Someone might consider ESLV for long-term growth and diversification while aligning with certain ethical values. A key risk is that these value stocks can still fall in price and will move up and down with the overall stock market.
How much will it cost me?The Eventide Large Cap Value ETF (ESLV) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it’s an actively managed fund, where professional managers select investments rather than tracking a passive index.
What would affect this ETF?The Eventide Large Cap Value ETF (ESLV) could benefit from stable economic growth in the U.S., particularly if large-cap companies in sectors like financials, healthcare, and energy continue to perform well. However, rising interest rates or regulatory changes in key sectors such as energy and financials could negatively impact the fund's holdings. Additionally, shifts in consumer spending or economic uncertainty may affect companies in cyclical sectors like consumer discretionary and industrials.
ESLV Top 10 Holdings
ESLV leans heavily into U.S. large-cap value, with a clear tilt toward energy, financials, and industrials. Exxon Mobil and ConocoPhillips are doing much of the heavy lifting, as rising energy names help power the fund’s returns. Union Pacific and Duke Energy are more steady workhorses, contributing but not stealing the spotlight. On the flip side, consumer names like Home Depot and Lowe’s, along with American Express, have been losing steam lately, acting as a drag and reminding investors this value-focused, U.S.-centric mix isn’t immune to pockets of weakness.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 5.10% | $665.49K | $621.41B | 44.56% | 74 Outperform | |
| Home Depot | 2.70% | $352.42K | $309.88B | -14.90% | 66 Neutral | |
| Medtronic | 2.51% | $327.25K | $104.85B | -7.73% | 80 Outperform | |
| Conocophillips | 2.46% | $321.08K | $142.71B | 35.04% | 78 Outperform | |
| Duke Energy | 2.46% | $320.74K | $96.84B | 5.70% | 70 Outperform | |
| Union Pacific | 2.44% | $319.16K | $161.68B | 21.50% | 72 Outperform | |
| Progressive | 2.32% | $302.56K | $119.22B | -26.96% | 78 Outperform | |
| Amgen | 2.28% | $297.49K | $188.67B | 19.22% | 77 Outperform | |
| American Express | 2.04% | $266.86K | $211.97B | 3.56% | 80 Outperform | |
| Southern Co | 2.03% | $264.56K | $104.39B | 4.63% | 68 Neutral |
ESLV Technical Analysis
Positive
―
Price Trends
27.14
Positive
26.88
Positive
Market Momentum
0.23
Negative
63.29
Neutral
55.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESLV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.55, equal to the 50-day MA of 27.14, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.23 indicates Negative momentum. The RSI at 63.29 is Neutral, neither overbought nor oversold. The STOCH value of 55.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ESLV.
ESLV Peer Comparison
Comparison Results
Performance Comparison
ESLV
Eventide Large Cap Value ETF
27.95
2.97
11.89%
FLCV
Federated Hermes MDT Large Cap Value ETF
―
―
―
ITAN
Sparkline Intangible Value ETF
―
―
―
MAVF
Matrix Advisors Value ETF
―
―
―
DHLX
Diamond Hill Large Cap Concentrated ETF
―
―
―
PRXV
Praxis Impact Large Cap Value 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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