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LCTU - ETF AI Analysis
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BlackRock U.S. Carbon Transition Readiness ETF (LCTU)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several major positions, like Nvidia and Broadcom, have delivered strong year-to-date performance, supporting the fund’s overall gains.
Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and healthcare, reducing reliance on any single industry.
Low Expense Ratio
With a low expense ratio of 0.14%, the fund is cost-efficient compared to many other ETFs, helping investors retain more of their returns.
Negative Factors
High Technology Concentration
Over one-third of the portfolio is allocated to the technology sector, making the fund vulnerable to downturns in tech stocks.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, which limits global diversification.
Mixed Performance Among Holdings
While some top holdings have performed well, others like Amazon have shown weaker year-to-date returns, creating uneven momentum.
LCTU vs. SPDR S&P 500 ETF (SPY)
AUM1.44B
RegionNorth America
Expense Ratio0.15%
Beta1.01
IssueriShares
Inception DateApr 06, 2021
Dividend Yield1.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,529
30 Day Avg. Volume24,030
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
86.98Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering290
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCTU Summary
The BlackRock U.S. Carbon Transition Readiness ETF (LCTU) is an investment fund focused on companies in the U.S. that are actively preparing for a low-carbon future. It includes well-known companies like Nvidia and Apple, along with others in sectors such as technology, financials, and healthcare. This ETF is a great option for investors who want to support environmental sustainability while diversifying their portfolio with forward-thinking businesses. However, new investors should be aware that the fund’s performance is tied to the broader market and heavily influenced by the technology sector, which can be volatile.
How much will it cost me?The BlackRock U.S. Carbon Transition Readiness ETF (LCTU) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it’s designed to be cost-efficient while focusing on companies adapting to a low-carbon economy.
What would affect this ETF?The BlackRock U.S. Carbon Transition Readiness ETF (LCTU) could benefit from increasing regulatory support for carbon reduction initiatives and growing consumer demand for environmentally responsible companies, especially in sectors like technology and healthcare. However, it may face challenges if stricter regulations or economic slowdowns negatively impact high-growth sectors like technology or consumer cyclical industries, which make up a significant portion of its holdings. Additionally, shifts in interest rates or geopolitical tensions could influence the performance of its top holdings such as Nvidia, Apple, and Microsoft.
LCTU Top 10 Holdings
The BlackRock U.S. Carbon Transition Readiness ETF leans heavily into technology, with giants like Apple and Nvidia driving its performance. Apple remains steady, buoyed by its focus on services and emerging markets, while Nvidia’s AI ambitions keep it in the spotlight despite recent mixed momentum. Alphabet’s strong growth in AI and cloud services adds a bullish note, but Microsoft’s cloud segment shows signs of lagging. Tesla’s recent surge provides a spark, though its high valuation raises eyebrows. With a clear U.S. focus and tech-heavy tilt, this fund is riding the wave of innovation but faces challenges from valuation pressures.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.31% | $105.01M | $4.60T | 36.15% | 76 Outperform | |
| Apple | 6.54% | $93.93M | $3.85T | 9.37% | 79 Outperform | |
| Microsoft | 4.65% | $66.76M | $3.59T | 14.12% | 79 Outperform | |
| Amazon | 3.19% | $45.81M | $2.58T | 12.49% | 71 Outperform | |
| Alphabet Class A | 2.76% | $39.70M | $3.89T | 67.80% | 85 Outperform | |
| Meta Platforms | 2.42% | $34.79M | $1.64T | 5.79% | 76 Outperform | |
| Broadcom | 2.39% | $34.28M | $1.63T | 48.22% | 76 Outperform | |
| Alphabet Class C | 2.21% | $31.73M | $3.89T | 66.85% | 82 Outperform | |
| Tesla | 2.02% | $28.98M | $1.43T | 10.34% | 73 Outperform | |
| Berkshire Hathaway B | 1.57% | $22.58M | $1.07T | 12.90% | 66 Neutral |
LCTU Technical Analysis
Positive
―
Price Trends
73.77
Positive
72.62
Positive
68.17
Positive
Market Momentum
0.37
Negative
58.47
Neutral
81.84
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCTU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 74.40, equal to the 50-day MA of 73.77, and equal to the 200-day MA of 68.17, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 58.47 is Neutral, neither overbought nor oversold. The STOCH value of 81.84 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCTU.
LCTU Peer Comparison
Comparison Results
Performance Comparison
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
75.01
12.22
19.46%
THRO
Ishares U.S. Thematic Rotation Active Etf
―
―
―
JTEK
JPMorgan U.S. Tech Leaders ETF
―
―
―
DFAR
Dimensional US Real Estate ETF
―
―
―
UTES
Virtus Reaves Utilities ETF
―
―
―
PWRD
Tcw Transform Systems 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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