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RCGE - ETF AI Analysis
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RockCreek Global Equality ETF (RCGE)
Rating:59Neutral
Price Target:―
Positive Factors
Broad Global Reach
The fund invests across many countries, so it is not overly tied to the fortunes of any single market.
Diversified Across Many Sectors
Holdings are spread across financials, health care, consumer, technology, and other sectors, which helps reduce the impact if one industry struggles.
Several Strong-Performing Holdings
A number of the top positions have shown strong gains this year, which has supported the ETF’s overall results.
Negative Factors
High Expense Ratio
The fund charges relatively high annual fees, which can eat into long-term returns compared with lower-cost ETFs.
Modest Recent Performance
Recent returns have been only slightly positive overall, with a weak showing in the most recent month.
Some Lagging Top Holdings
At least one of the larger positions has been weak this year, which can drag on the fund’s performance if it does not improve.
RCGE vs. SPDR S&P 500 ETF (SPY)
AUM94.27M
RegionGlobal
Expense Ratio0.95%
Beta0.66
IssuerRockCreek
Inception DateFeb 26, 2025
Dividend Yield1.74%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33
30 Day Avg. Volume4,046
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
32.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering193
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RCGE Summary
The RockCreek Global Equality ETF (RCGE) is an actively managed fund that invests in large companies around the world that show strong commitment to gender balance and equality. It does not track a specific index, but instead selects stocks across many countries and sectors, including financials, health care, and technology. Well-known holdings include Colgate-Palmolive and The Hershey Company. Someone might invest in RCGE to seek long-term growth while supporting companies that promote gender equality and to gain global diversification. A key risk is that the fund’s stock prices can go up and down with global markets, and active management may not always outperform.
How much will it cost me?The RockCreek Global Equality ETF (RCGE) has an expense ratio of 0.95%, which means you’ll pay $9.50 per year for every $1,000 invested. This is higher than average because it’s an actively managed fund, requiring more research and oversight compared to passively managed ETFs that track an index.
What would affect this ETF?The RockCreek Global Equality ETF (RCGE) could benefit from growing global interest in socially responsible investing and corporate diversity, as well as potential economic growth in both developed and emerging markets. However, it may face challenges from rising interest rates, which could impact sectors like real estate and financials, or economic slowdowns that affect large-cap companies globally. Additionally, its focus on gender equality may limit its investment universe, potentially reducing diversification compared to broader ETFs.
RCGE Top 10 Holdings
RCGE’s story is less about one superstar and more about a deep, global bench. Financial names like Schroders are quietly rising and helping set the tone, while steady consumer staples such as Colgate-Palmolive and Hershey act as the fund’s defensive backbone. City Developments has been on a strong upswing, adding some real-estate spark, but Zillow is lagging and occasionally drags on returns. With exposure spread across sectors and regions rather than clustered in Big Tech, the fund leans on broad, diversified momentum tied together by its gender-equality theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Chemours Company | 0.77% | $727.94K | $3.17B | 1.67% | 49 Neutral | |
| Schroders | 0.67% | $636.04K | £9.08B | 52.60% | 77 Outperform | |
| ORANGE SA | 0.62% | $588.24K | €44.88B | 62.70% | 65 Neutral | |
| ― | 0.62% | $581.49K | ― | ― | ― | |
| Verizon | 0.60% | $569.96K | $202.66B | 15.18% | 81 Outperform | |
| ― | 0.60% | $569.60K | ― | ― | ― | |
| Hasbro | 0.60% | $562.27K | $14.20B | 50.18% | 56 Neutral | |
| Colgate-Palmolive | 0.59% | $559.84K | $77.04B | 6.28% | 63 Neutral | |
| ― | 0.59% | $557.57K | ― | ― | ― | |
| National Australia Bank Limited | 0.59% | $557.29K | AU$144.20B | 48.17% | 64 Neutral |
RCGE Technical Analysis
Positive
―
Price Trends
28.70
Positive
28.01
Positive
27.23
Positive
Market Momentum
0.23
Positive
62.93
Neutral
62.24
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RCGE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.24, equal to the 50-day MA of 28.70, and equal to the 200-day MA of 27.23, indicating a bullish trend. The MACD of 0.23 indicates Positive momentum. The RSI at 62.93 is Neutral, neither overbought nor oversold. The STOCH value of 62.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RCGE.
RCGE Peer Comparison
Comparison Results
Performance Comparison
RCGE
RockCreek Global Equality ETF
29.59
5.43
22.48%
OAKG
Oakmark Global Large Cap ETF
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―
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GPT
Intelligent Alpha Atlas ETF
―
―
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FFLV
Fidelity Fundamental Large Cap Value ETF
―
―
―
JDIV
JPMorgan Dividend Leaders ETF
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―
―
BCGD
Baron Global Durable Advantage 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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