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NPFE - ETF AI Analysis

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NPFE

NPF Core Equity ETF (NPFE)

Rating:73Outperform
Price Target:
NPFE (NPF Core Equity ETF) has a solid overall rating, mainly driven by large positions in high-quality tech leaders like Microsoft and Alphabet, which benefit from strong financial performance and growth in cloud and AI. Additional support comes from holdings such as TSMC and Nvidia, which are well positioned in advanced chips and AI, though their valuations add some risk. The fund is somewhat held back by weaker names like Ball Corporation and Berkshire Hathaway B with bearish technical trends, and overall investors should be aware of the concentration in technology and AI-related businesses as a key risk factor.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive momentum.
Growth-Oriented Top Holdings
Several major positions in technology and related industries have shown strong performance, helping drive the fund’s returns.
Sector Diversification Beyond Tech
While technology is the largest slice, the fund also holds meaningful stakes in consumer, industrial, health care, financial, and other sectors, which helps spread risk across different parts of the economy.
Negative Factors
High Technology Concentration
With a large share of assets in technology stocks, the fund is more vulnerable if that sector experiences a downturn.
Heavy U.S. Market Exposure
The ETF is overwhelmingly invested in U.S. companies, offering very limited geographic diversification outside the United States.
Mixed Performance Among Top Holdings
A few of the largest positions have shown weaker or negative performance this year, which could drag on overall returns if the trend continues.

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

NPFE Summary

NPF Core Equity ETF (NPFE) is an actively managed fund that aims to be a “one-stop” stock holding, investing mainly in U.S. companies across many sizes and sectors rather than tracking a fixed index. It focuses on businesses with strong finances and long-term growth potential, with big positions in well-known names like Microsoft, Alphabet (Google), Nvidia, Amazon, and Berkshire Hathaway. Someone might invest in NPFE for broad stock market diversification with the potential benefit of professional stock picking. A key risk is that it is heavily tilted toward technology and still moves up and down with the overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.40%, which means you’ll pay about $4 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is actively managed, paying a team to research and select stocks rather than just tracking a market index.
What would affect this ETF?This ETF is heavily invested in U.S. technology and growth-focused companies like Microsoft, Alphabet, Nvidia, and Amazon, so it could benefit if innovation, corporate earnings, and the broader U.S. stock market remain strong, especially in areas like cloud computing and semiconductors. On the other hand, it could be hurt by rising interest rates that pressure growth stocks, a slowdown in U.S. economic activity or consumer spending, tighter tech regulation, or if the manager’s stock-picking choices lag the overall market.

NPFE Top 10 Holdings

NPFE leans heavily into U.S. tech and AI, with Microsoft and Alphabet acting as core engines: both have solid long-term stories, but Microsoft has been a bit mixed lately while Alphabet keeps grinding higher. The real spark plugs are Coherent, Applied Materials, TSMC, and Nvidia, all riding the semiconductor and data-center boom, though rich valuations mean they can wobble. Amazon adds another growth gear with rising results, while steadier names like Ball and Berkshire Hathaway are more like ballast, helping smooth the ride when high-fliers stumble.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Microsoft9.61%$59.48M$3.15T8.60%
79
Outperform
Alphabet Class A5.70%$35.28M$4.15T118.13%
85
Outperform
Coherent Corp5.46%$33.79M$65.63B396.11%
66
Neutral
Ball4.69%$29.01M$16.32B20.91%
59
Neutral
Applied Materials4.25%$26.29M$330.97B168.49%
77
Outperform
Allison Transmission Holdings4.21%$26.06M$11.26B44.97%
71
Outperform
Nvidia3.92%$24.26M$5.06T99.22%
76
Outperform
TSMC3.89%$24.09M$1.80T147.84%
81
Outperform
Berkshire Hathaway B3.41%$21.10M$1.01T-10.95%
66
Neutral
Amazon3.07%$18.97M$2.84T39.12%
71
Outperform

NPFE Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
0.63
Negative
RSI
62.15
Neutral
STOCH
65.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NPFE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.62, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.63 indicates Negative momentum. The RSI at 62.15 is Neutral, neither overbought nor oversold. The STOCH value of 65.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NPFE.

NPFE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$648.35M0.40%
73
Outperform
$950.18M0.59%
69
Neutral
$866.63M1.30%
64
Neutral
$771.79M0.45%
74
Outperform
$735.10M0.22%
63
Neutral
$681.71M0.50%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NPFE
NPF Core Equity ETF
26.14
1.65
6.74%
SYLD
Cambria Shareholder Yield ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
BGDV
Bahl & Gaynor Dividend ETF
AVTM
Avantis Total Equity Markets ETF
XCHG
AB US Equity 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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