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ESLV - ETF AI Analysis
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Eventide Large Cap Value ETF (ESLV)
Rating:71Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions, including well-known energy, home improvement, and technology companies, have shown strong or steady performance so far this year.
Positive Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year-to-date, suggesting positive recent momentum.
Negative Factors
High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, which can slightly reduce long-term returns compared with cheaper index funds.
Small Asset Base
The ETF manages a relatively small amount of money, which can sometimes mean less trading liquidity for investors.
ESLV vs. SPDR S&P 500 ETF (SPY)
AUM4.07M
RegionNorth America
Expense Ratio0.39%
Beta0.52
IssuerEventide
Inception DateSep 29, 2025
Dividend Yield0.3%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,470
30 Day Avg. Volume2,509
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
29.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering124
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESLV Summary
Eventide Large Cap Value ETF (ESLV) is an actively managed fund that invests mainly in large U.S. companies that the managers believe are undervalued and align with Christian-based ethical principles, rather than tracking a specific index. It holds well-known names like Exxon Mobil and Home Depot and spreads investments across many sectors, including financials, technology, health care, and energy. Someone might consider ESLV for long-term growth and diversification while reflecting certain values in their portfolio. A key risk is that these value stocks can still fall in price and will go 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 classic U.S. large-cap value, with energy, utilities, and industrials setting the tone. Exxon Mobil and ConocoPhillips are doing much of the heavy lifting as energy stays in favor, while Micron adds a surprising growth kicker with its strong, AI-fueled upswing. On the consumer side, Lowe’s is quietly rising, but Home Depot’s more mixed pattern keeps retail from being a full tailwind. Defensive names like Duke Energy and Southern Co are steady but a bit sluggish, acting more like ballast than engines for performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 5.40% | $219.99K | $616.51B | 36.61% | 74 Outperform | |
| Micron | 2.65% | $108.18K | $449.96B | 303.36% | 79 Outperform | |
| Conocophillips | 2.48% | $101.13K | $134.42B | 11.00% | 78 Outperform | |
| Home Depot | 2.45% | $99.72K | $381.32B | -3.01% | 66 Neutral | |
| Amgen | 2.42% | $98.73K | $201.27B | 29.04% | 77 Outperform | |
| Lowe's | 2.20% | $89.72K | $157.72B | 14.37% | 69 Neutral | |
| Union Pacific | 2.18% | $88.78K | $155.94B | 7.26% | 72 Outperform | |
| Duke Energy | 2.03% | $82.66K | $98.54B | 12.03% | 70 Outperform | |
| Medtronic | 2.01% | $81.75K | $123.60B | 13.21% | 80 Outperform | |
| Southern Co | 1.85% | $75.47K | $101.30B | 5.27% | 68 Neutral |
ESLV Technical Analysis
Positive
―
Price Trends
26.03
Positive
Market Momentum
0.32
Negative
71.22
Negative
77.66
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 26.72, equal to the 50-day MA of 26.03, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.32 indicates Negative momentum. The RSI at 71.22 is Negative, neither overbought nor oversold. The STOCH value of 77.66 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
27.24
2.20
8.79%
MAVF
Matrix Advisors Value ETF
―
―
―
CGVV
Capital Group U.S. Large Value ETF
―
―
―
ITAN
Sparkline Intangible Value ETF
―
―
―
FLCV
Federated Hermes MDT Large Cap Value ETF
―
―
―
DHLX
Diamond Hill Large Cap Concentrated 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.
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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