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FEMD - ETF AI Analysis

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FEMD

First Eagle Mid Cap Equity ETF (FEMD)

Rating:70Outperform
Price Target:
FEMD, the First Eagle Mid Cap Equity ETF, has a solid overall rating, mainly supported by strong holdings like Permian Resources and TTM Technologies, which show robust financial performance, positive earnings calls, and supportive technical trends. At the same time, weaker names such as Performance Food Group and Ryman introduce some drag due to high leverage, valuation concerns, and cash flow pressures. The main risk factor is that several holdings face valuation and debt-related risks, which could increase volatility if market conditions worsen.
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, especially in technology and industrial names, have shown strong gains so far this year, helping support the ETF’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including industrials, technology, financials, energy, health care, and consumer-related areas, which helps reduce the impact of weakness in any single industry.
Positive Year-to-Date Return
The ETF has delivered a positive return so far this year, indicating that its mid-cap stock selection has generally been working in investors’ favor.
Negative Factors
High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the gross return is eaten up by fees each year.
Very Small Asset Base
The ETF manages a relatively small amount of money, which can increase the risk of low trading volume and potentially wider bid-ask spreads for investors.
Heavy U.S. Concentration
With nearly all of its holdings in U.S. companies, the fund offers little geographic diversification and is highly tied to the performance of the U.S. market.

FEMD vs. SPDR S&P 500 ETF (SPY)

FEMD Summary

FEMD (First Eagle Mid Cap Equity ETF) is an actively managed fund that focuses on U.S. mid-sized companies, rather than tracking a fixed index. It invests across many sectors, including industrials, technology, and energy, aiming for long-term growth from businesses that are still expanding but more established than small startups. Well-known holdings include United Rentals and Canadian Pacific Kansas City. Investors might consider FEMD to add diversification beyond large, mega-cap names and to tap into the growth potential of mid-cap stocks. A key risk is that mid-cap shares can be more volatile and can go up and down sharply with the stock market.
How much will it cost me?This ETF has an expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because this fund is actively managed, paying a team to research and select mid-cap stocks rather than just tracking an index.
What would affect this ETF?This U.S. mid-cap ETF could benefit if the economy grows steadily, since many of its industrial and technology holdings tend to do well when businesses invest more and demand for equipment, software, and energy rises, giving active managers more chances to pick winners. On the downside, a weaker U.S. economy, higher interest rates, or tighter regulations on energy, financials, or industrial companies could hurt mid-sized firms more than large ones and weigh on this concentrated, actively managed portfolio.

FEMD Top 10 Holdings

FEMD leans heavily into U.S. industrials and tech, with names like Flex and TTM Technologies doing much of the heavy lifting as their shares keep rising on solid earnings and upbeat outlooks. Coherent is also adding some spark, though its rich valuation makes the ride bumpier. On the industrial side, nVent Electric and United Rentals are steady contributors, even if their momentum has cooled a bit. Energy plays like Targa Resources and Permian Resources are more of a mixed bag, occasionally tugging at returns rather than driving them.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Flex3.36%$73.85K$55.66B244.99%
74
Outperform
TTM Technologies2.52%$55.45K$17.41B404.58%
77
Outperform
nVent Electric2.37%$52.16K$26.34B139.43%
76
Outperform
Workday2.29%$50.44K$35.64B-42.95%
73
Outperform
Coherent Corp2.23%$48.94K$73.75B395.05%
66
Neutral
United Rentals2.12%$46.64K$66.89B51.10%
73
Outperform
Targa Resources2.12%$46.52K$56.69B58.04%
74
Outperform
Permian Resources1.94%$42.74K$16.05B41.06%
81
Outperform
Fabrinet1.89%$41.46K$22.26B167.88%
78
Outperform
Ryman1.88%$41.44K$7.51B23.02%
66
Neutral

FEMD Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
35.52
Positive
100DMA
200DMA
Market Momentum
MACD
0.16
Positive
RSI
49.82
Neutral
STOCH
40.03
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FEMD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 35.94, equal to the 50-day MA of 35.52, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.16 indicates Positive momentum. The RSI at 49.82 is Neutral, neither overbought nor oversold. The STOCH value of 40.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FEMD.

FEMD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.50M0.55%
70
Outperform
$47.49M0.80%
68
Neutral
$34.54M0.59%
61
Neutral
$7.96M0.35%
68
Neutral
$4.58M0.88%
69
Neutral
$3.32M0.32%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FEMD
First Eagle Mid Cap Equity ETF
35.90
1.00
2.87%
KMID
Virtus KAR Mid-Cap ETF
MMID
MFS Active Mid Cap ETF
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
EPMB
Harbor Mid Cap Core ETF
REMC
Columbia Research Enhanced Mid Cap 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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