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ESLV - ETF AI Analysis
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Eventide Large Cap Value ETF (ESLV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Medtronic and Duke Energy, have delivered strong year-to-date performance, supporting the fund’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Health Care, and Energy, reducing reliance on any single industry.
Low Expense Ratio
The fund charges a relatively low expense ratio, which helps investors keep more of their returns.
Negative Factors
High U.S. Concentration
With nearly all assets invested in U.S. companies, the ETF lacks geographic diversification and is highly exposed to the U.S. market.
Underperforming Financial Holdings
Several financial sector holdings, such as Huntington Bancshares and Fifth Third Bancorp, have lagged in performance, weighing on the fund.
Flat Year-to-Date Performance
The ETF has shown little to no growth year-to-date, which may concern investors seeking stronger returns.
ESLV vs. SPDR S&P 500 ETF (SPY)
AUM1.79M
RegionNorth America
Expense Ratio0.39%
Beta0.53
IssuerEventide
Inception DateSep 29, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume461
30 Day Avg. Volume1,654
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
29.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering124
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 in large U.S. companies considered undervalued based on their financial strength and earnings potential. It focuses on ethical investing inspired by Christian principles, making it appealing to investors who value both financial growth and aligning their investments with their beliefs. Some of its top holdings include well-known companies like Exxon Mobil and Home Depot. This ETF could be a good choice for those seeking long-term growth and diversification across sectors like financials, healthcare, and energy. However, new investors should note that the fund’s performance depends on the overall market and the success of its value-focused strategy.
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
The Eventide Large Cap Value ETF (ESLV) leans heavily into U.S. large-cap stocks, with a notable focus on financials, healthcare, and energy. Micron is the fund's standout performer, riding a wave of optimism around AI and memory chip demand, while Amgen and Medtronic provide steady growth thanks to strong earnings and innovation in healthcare. On the flip side, Home Depot and Duke Energy are dragging the fund, with bearish momentum and mixed financial results. Overall, ESLV’s sector diversification offers balance, but its reliance on a few lagging names could weigh on near-term performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 4.55% | $81.55K | $502.77B | 11.95% | 74 Outperform | |
| Home Depot | 2.40% | $43.07K | $345.78B | -12.10% | 66 Neutral | |
| Amgen | 2.31% | $41.41K | $179.83B | 26.89% | 77 Outperform | |
| Conocophillips | 2.19% | $39.20K | $113.44B | -5.25% | 78 Outperform | |
| Medtronic | 2.12% | $37.94K | $124.70B | 19.20% | 80 Outperform | |
| Union Pacific | 2.09% | $37.37K | $139.42B | 2.09% | 72 Outperform | |
| Lowe's | 2.04% | $36.45K | $136.31B | -2.58% | 69 Neutral | |
| Duke Energy | 2.02% | $36.18K | $91.36B | 8.47% | 70 Outperform | |
| Micron | 1.94% | $34.69K | $322.66B | 219.17% | 79 Outperform | |
| Southern Co | 1.89% | $33.91K | $95.98B | 5.23% | 68 Neutral |
ESLV Technical Analysis
Positive
―
Price Trends
24.98
Positive
Market Momentum
0.15
Negative
63.18
Neutral
91.50
Negative
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 25.31, equal to the 50-day MA of 24.98, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.15 indicates Negative momentum. The RSI at 63.18 is Neutral, neither overbought nor oversold. The STOCH value of 91.50 is Negative, 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
25.62
0.51
2.03%
MAVF
Matrix Advisors Value ETF
―
―
―
FLCV
Federated Hermes MDT Large Cap Value ETF
―
―
―
ITAN
Sparkline Intangible Value ETF
―
―
―
PRXV
Praxis Impact 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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