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RJDI - ETF AI Analysis

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RJDI

RJ Eagle GCM Dividend Select Income ETF (RJDI)

Rating:71Outperform
Price Target:
RJDI, the RJ Eagle GCM Dividend Select Income ETF, has a solid overall rating driven by strong, diversified holdings like Broadcom, Apple, Walmart, and Welltower, which all show robust financial performance and positive growth initiatives. These leaders in technology, consumer retail, and senior housing support the fund’s quality, while some positions such as Tapestry and companies with high valuations or cash flow challenges introduce risk. The main risk factor is that several key holdings appear richly valued or near overbought levels, which could pressure returns if growth expectations are not met.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Leading Holdings Performing Well
Several of the largest positions, including major technology and consumer companies, have delivered strong returns, helping drive the fund’s results.
Broad Sector Diversification
The fund spreads its investments across many sectors such as technology, financials, industrials, health care, and consumer stocks, which helps reduce the impact of weakness in any single industry.
Negative Factors
High U.S. Market Concentration
With nearly all assets invested in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market’s fortunes.
Notable Exposure to a Few Large Positions
A small number of stocks make up a meaningful share of the portfolio, which can increase the impact if any of these companies run into trouble.
Mixed Performance Among Top Holdings
While many top holdings are performing well, a few large positions have shown weaker or negative returns, which can drag on overall performance if that trend continues.

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

RJDI Summary

RJ Eagle GCM Dividend Select Income ETF (RJDI) is an actively managed fund that focuses on large U.S. companies that pay dividends, aiming to provide both regular income and long-term growth. It does not track a specific index, but builds a portfolio across many sectors, with a tilt toward technology, financials, and industrials. Well-known holdings include Apple, Walmart, Broadcom, and JPMorgan Chase. Someone might consider RJDI for diversified exposure to big, established dividend payers that can help generate income. A key risk is that stock prices and dividend payments can go up or down with the overall market.
How much will it cost me?The RJ Eagle GCM Dividend Select Income ETF (RJDI) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on dividend-paying large-cap stocks to provide both income and growth opportunities.
What would affect this ETF?The RJ Eagle GCM Dividend Select Income ETF (RJDI) could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings, as well as continued demand for dividend-paying stocks during periods of economic uncertainty. However, rising interest rates or economic slowdowns could negatively impact dividend-focused investments and sectors like financials and real estate, which are also part of the ETF’s portfolio. Additionally, its heavy exposure to U.S. markets means it could be affected by domestic economic conditions and regulatory changes.

RJDI Top 10 Holdings

RJDI leans heavily on tech and industrial names, with Broadcom and Analog Devices doing much of the heavy lifting as AI and chip demand keep them rising. Corning has been a standout, almost like a surprise engine under the hood, giving the fund an extra boost. On the steadier side, Walmart and Johnson Controls provide a more defensive backbone, while JPMorgan has been more of a mixed bag, occasionally tugging on returns. Overall, it’s a globally diversified, dividend-focused portfolio, but with a clear tilt toward U.S.-listed tech and industrial leaders.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Broadcom8.49%$6.09M$2.00T117.28%
76
Outperform
Analog Devices5.07%$3.64M$195.07B102.66%
78
Outperform
Walmart4.71%$3.38M$1.04T33.99%
78
Outperform
Corning4.47%$3.21M$151.09B280.98%
74
Outperform
Johnson Controls4.17%$2.99M$86.86B76.79%
70
Outperform
Tapestry4.11%$2.95M$29.54B111.48%
69
Neutral
JPMorgan Chase3.87%$2.77M$831.44B28.13%
72
Outperform
Welltower3.43%$2.46M$146.25B40.89%
77
Outperform
Apple3.40%$2.44M$3.98T27.35%
79
Outperform
Eaton3.37%$2.42M$164.47B44.84%
75
Outperform

RJDI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.60
Positive
100DMA
26.79
Positive
200DMA
Market Momentum
MACD
0.39
Negative
RSI
68.35
Neutral
STOCH
47.93
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RJDI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.15, equal to the 50-day MA of 27.60, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.39 indicates Negative momentum. The RSI at 68.35 is Neutral, neither overbought nor oversold. The STOCH value of 47.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RJDI.

RJDI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$75.15M0.55%
71
Outperform
$91.97M1.02%
62
Neutral
$74.85M0.65%
68
Neutral
$73.19M0.73%
70
Neutral
$64.48M0.59%
70
Neutral
$59.73M1.00%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RJDI
RJ Eagle GCM Dividend Select Income ETF
28.98
4.12
16.57%
GINX
SGI Enhanced Global Income ETF
SAGP
Strategas Global Policy Opportunities ETF
GOP
Unusual Whales Subversive Republican Trading ETF
CAMX
Cambiar Aggressive Value ETF
WCAP
WarCap Unconstrained 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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