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NIXT - ETF AI Analysis

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NIXT

Research Affiliates Deletions ETF (NIXT)

Rating:61Neutral
Price Target:
NIXT’s rating suggests it is a mixed-quality ETF with both promising and challenged holdings. Strong contributors like Axcelis Technologies and Weatherford International help the fund with solid financial performance, positive earnings news, and supportive technical trends, while larger positions such as Lumentum Holdings add growth potential but come with valuation and operational risks. Several weaker names, including Plug Power and Lumen Technologies, face significant financial and cash flow pressures, and the fund’s exposure to multiple companies with profitability and leverage concerns is a key risk factor for investors to watch.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month, three months, and year to date, indicating solid recent momentum.
Leading Holdings Performing Well
Several of the top positions, including the largest holding and others in the top 10, have delivered strong year-to-date gains that support the fund’s overall results.
Low Expense Ratio
The fund’s relatively low expense ratio helps investors keep more of the returns generated by its holdings.
Negative Factors
High U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market.
Sector Tilts Toward Growth Areas
Large allocations to technology, health care, and consumer cyclical stocks may make the fund more sensitive to swings in growth-oriented sectors.
Moderate Concentration in Top Holding
The largest position takes up a noticeable share of the portfolio, which increases the impact that a downturn in this single stock could have on the fund.

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

NIXT Summary

The Research Affiliates Deletions ETF (NIXT) tracks the Research Affiliates Deletions Index, which focuses on U.S. stocks that were recently removed from major stock indexes. It holds a mix of smaller and mid-sized companies across many sectors, including technology, health care, and consumer businesses. Well-known names in the fund include Avis Budget and Plug Power. Someone might invest in NIXT to seek long-term growth from overlooked companies that may be undervalued and to diversify beyond the biggest, most popular stocks. A key risk is that these deleted stocks can be more volatile and may underperform the broader market.
How much will it cost me?The Research Affiliates Deletions ETF (NIXT) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund, which typically has lower costs compared to actively managed funds.
What would affect this ETF?The NIXT ETF, with its focus on undervalued stocks recently removed from major indices, could benefit from a rebound in overlooked sectors like Technology and Health Care, which make up a significant portion of its holdings. However, economic uncertainty, rising interest rates, or regulatory changes affecting smaller or value-oriented companies could negatively impact its performance. Its U.S.-centric exposure also ties its success closely to the health of the domestic economy.

NIXT Top 10 Holdings

NIXT is leaning heavily into U.S. tech and health names that have fallen out of the spotlight but are starting to show new life. Lumentum is one of the main engines here, with rising momentum tied to AI and cloud demand, while Axcelis and Semtech add more tech horsepower despite some valuation worries. On the flip side, Avis Budget looks like it’s stuck in the slow lane, with debt and weak momentum holding it back. Plug Power and MP Materials bring a more speculative, mixed-energy twist, keeping the ride bumpy but potentially rewarding.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Lumentum Holdings7.78%$2.93M$69.70B1445.32%
61
Neutral
Arrowhead Pharmaceuticals2.63%$989.96K$10.70B446.42%
57
Neutral
Plug Power1.68%$632.00K$4.36B294.21%
51
Neutral
Semtech1.68%$631.98K$9.97B209.00%
69
Neutral
Axcelis Technologies1.37%$516.00K$4.36B172.36%
78
Outperform
MP Materials1.31%$494.86K$11.76B162.70%
61
Neutral
Weatherford International1.28%$481.10K$7.85B150.62%
72
Outperform
Lumen Technologies1.26%$476.12K$9.61B120.57%
55
Neutral
PBF Energy1.21%$456.19K$5.35B146.91%
55
Neutral
Herbalife1.09%$411.22K$1.64B117.31%
71
Outperform

NIXT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.61
Positive
100DMA
28.03
Positive
200DMA
26.85
Positive
Market Momentum
MACD
0.64
Positive
RSI
61.51
Neutral
STOCH
39.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NIXT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.15, equal to the 50-day MA of 28.61, and equal to the 200-day MA of 26.85, indicating a bullish trend. The MACD of 0.64 indicates Positive momentum. The RSI at 61.51 is Neutral, neither overbought nor oversold. The STOCH value of 39.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NIXT.

NIXT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$37.31M0.19%
61
Neutral
$78.16M0.69%
69
Neutral
$66.25M0.38%
72
Outperform
$59.01M0.75%
72
Outperform
$26.25M0.80%
66
Neutral
$4.98M0.88%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NIXT
Research Affiliates Deletions ETF
30.68
8.52
38.45%
OASC
OneAscent Small Cap Core ETF
ASCE
Allspring SMID Core ETF
SMOX
Horizon Small/Mid Cap Core Equity ETF
DEEP
Roundhill Acquirers Deep Value ETF
EPSV
Harbor SMID Cap Value 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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