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NACP - ETF AI Analysis
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Impact Shares NAACP Minority Empowerment ETF (NACP)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Nvidia, Microsoft, and Meta Platforms, have delivered strong year-to-date performance, supporting the ETF's overall growth.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Reasonable Expense Ratio
The fund's expense ratio of 0.49% is competitive for a specialized ETF, keeping costs manageable for investors.
Negative Factors
High Technology Exposure
Over 37% of the portfolio is concentrated in the Technology sector, making the fund vulnerable to downturns in tech stocks.
Limited Geographic Exposure
With nearly all assets focused on U.S. companies, the ETF lacks diversification across international markets.
Mixed Performance Among Holdings
Some top holdings, such as Amazon and Qualcomm, have shown weaker year-to-date performance, which may drag on overall returns.
NACP vs. SPDR S&P 500 ETF (SPY)
AUM62.75M
RegionNorth America
Expense Ratio0.49%
Beta1.01
IssuerImpact Shares
Inception DateJul 18, 2018
Dividend Yield2.37%
Asset ClassEquity
Index TrackedMorningstar Minority Empowerment Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,107
30 Day Avg. Volume3,528
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
57.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering202
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NACP Summary
The Impact Shares NAACP Minority Empowerment ETF (NACP) is an investment fund that tracks the Morningstar Minority Empowerment Index, focusing on U.S. companies that promote diversity and inclusion. It includes well-known companies like Apple and Nvidia, and invests heavily in sectors such as technology and communication services. This ETF is ideal for socially-conscious investors who want to support companies committed to minority empowerment while seeking potential growth in the broader market. However, new investors should note that its performance can fluctuate with the overall stock market, especially since it has significant exposure to tech stocks.
How much will it cost me?The Impact Shares NAACP Minority Empowerment ETF (NACP) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to align investments with social impact goals, such as promoting diversity and inclusion.
What would affect this ETF?The NACP ETF, with its focus on U.S. companies promoting diversity and inclusion, could benefit from growing investor interest in socially responsible investing and the strong performance of its top holdings in technology and consumer sectors. However, it may face challenges if economic conditions weaken, particularly in sectors like technology and consumer cyclical, or if regulatory changes impact corporate diversity initiatives. Its reliance on U.S. equities also makes it sensitive to domestic economic and policy shifts.
NACP Top 10 Holdings
The NACP ETF leans heavily into technology, with names like Apple and Nvidia driving its performance. Apple remains steady, buoyed by its services growth, while Nvidia’s focus on AI keeps it in the spotlight despite recent mixed momentum. Tesla and Micron are rising stars, with Tesla’s strong earnings and Micron’s AI-related growth giving the fund a boost. However, Meta’s lagging performance and valuation concerns are holding the fund back slightly. Overall, the ETF’s U.S.-centric portfolio is tech-heavy, reflecting a clear bet on innovation and future-forward industries.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 5.18% | $3.25M | $1.61T | 6.88% | 73 Outperform | |
| Amazon | 4.97% | $3.12M | $2.48T | 2.35% | 71 Outperform | |
| Nvidia | 4.96% | $3.11M | $4.58T | 34.79% | 76 Outperform | |
| Microsoft | 4.49% | $2.82M | $3.63T | 11.39% | 79 Outperform | |
| Alphabet Class A | 4.40% | $2.76M | $3.80T | 60.58% | 85 Outperform | |
| Meta Platforms | 4.09% | $2.56M | $1.68T | 10.64% | 76 Outperform | |
| JPMorgan Chase | 2.56% | $1.60M | $896.09B | 35.38% | 72 Outperform | |
| Advanced Micro Devices | 2.21% | $1.39M | $350.09B | 71.95% | 73 Outperform | |
| Oracle | 1.95% | $1.22M | $567.41B | 15.03% | 66 Neutral | |
| Cisco Systems | 1.94% | $1.22M | $308.26B | 30.08% | 77 Outperform |
NACP Technical Analysis
Positive
―
Price Trends
49.03
Positive
47.54
Positive
44.32
Positive
Market Momentum
0.32
Negative
62.18
Neutral
99.82
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NACP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.62, equal to the 50-day MA of 49.03, and equal to the 200-day MA of 44.32, indicating a bullish trend. The MACD of 0.32 indicates Negative momentum. The RSI at 62.18 is Neutral, neither overbought nor oversold. The STOCH value of 99.82 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NACP.
NACP Peer Comparison
Comparison Results
Performance Comparison
NACP
Impact Shares NAACP Minority Empowerment ETF
50.37
9.15
22.20%
BAMD
Brookstone Dividend Stock ETF
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TMFE
Motley Fool Capital Efficiency 100 Index ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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―
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
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STOX
Horizon Core Equity 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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