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ROPE - ETF AI Analysis
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Coastal Compass 100 ETF (ROPE)
Rating:71Outperform
Price Target:―
Positive Factors
Broad Sector Mix
The fund spreads its investments across many sectors like financials, health care, industrials, consumer defensive, and energy, which helps reduce the impact if one area of the market struggles.
Several Strong Top Holdings
Key positions such as Exxon Mobil, Target, and United Parcel have shown strong recent performance, supporting the ETF’s overall returns.
Positive Recent Performance
The ETF has delivered steady gains over the past month, three months, and year-to-date, indicating recent momentum in its strategy.
Negative Factors
High U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. economy.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Mixed Performance Among Top Holdings
Some major positions like Comcast and Simon Property have shown weak or flat performance, which can drag on the fund if this continues.
ROPE vs. SPDR S&P 500 ETF (SPY)
AUM7.34M
RegionNorth America
Expense Ratio0.80%
Beta0.72
IssuerCoastal
Inception DateDec 17, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,370
30 Day Avg. Volume1,650
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
31.64Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROPE Summary
The Coastal Compass 100 ETF (ROPE) is a U.S. large‑company fund that invests in about 100 big, established businesses across many sectors instead of tracking a specific index. Its holdings include well-known names like Exxon Mobil and Target, along with banks, healthcare firms, and consumer brands. Someone might consider ROPE for broad diversification in large U.S. companies, aiming for a mix of stability and long-term growth rather than betting on a single stock or sector. A key risk is that its share price can rise or fall with the overall stock market, and it is still quite concentrated in large U.S. companies.
How much will it cost me?The Coastal Compass 100 ETF has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which typically involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?The Coastal Compass 100 ETF, with its focus on large-cap U.S. companies across diverse sectors like health care, financials, and energy, could benefit from economic stability and sector-specific growth trends, such as advancements in health care or strong energy demand. However, it may face challenges from rising interest rates, which could pressure financial stocks, or regulatory changes impacting top holdings like Chevron and Pfizer. Broader market volatility could also affect its performance given its reliance on large-cap equities.
ROPE Top 10 Holdings
ROPE is leaning into steady, U.S.-based large caps, with energy, consumer defensive, and health care names doing much of the heavy lifting. Exxon Mobil and ConocoPhillips are powering the fund as energy stays in the spotlight, while Philip Morris and Target add a consumer tilt that’s been quietly rising rather than sprinting. Bristol-Myers Squibb offers a health care backbone with solid but not spectacular momentum. On the flip side, CVS Health is losing steam and acting as a noticeable drag, reminding investors that not every defensive name is truly defensive.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 5.69% | $400.91K | $635.43B | 36.98% | 74 Outperform | |
| Philip Morris | 5.64% | $397.13K | $290.83B | 20.32% | 61 Neutral | |
| Conocophillips | 5.32% | $374.94K | $138.69B | 14.43% | 78 Outperform | |
| Bristol-Myers Squibb | 5.30% | $373.26K | $127.01B | 4.61% | 78 Outperform | |
| Comcast | 5.29% | $373.07K | $111.39B | -13.71% | 74 Outperform | |
| United Parcel | 5.27% | $371.23K | $98.46B | -2.58% | 72 Outperform | |
| Target | 5.21% | $367.10K | $51.52B | -8.41% | 70 Neutral | |
| Simon Property | 5.19% | $365.69K | $66.55B | 9.54% | 70 Outperform | |
| US Bancorp | 4.73% | $333.25K | $84.93B | 16.54% | 76 Outperform | |
| CVS Health | 4.51% | $318.05K | $101.65B | 21.58% | 64 Neutral |
ROPE Technical Analysis
Positive
―
Price Trends
28.20
Positive
27.14
Positive
26.18
Positive
Market Momentum
0.32
Positive
61.61
Neutral
56.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROPE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.21, equal to the 50-day MA of 28.20, and equal to the 200-day MA of 26.18, indicating a bullish trend. The MACD of 0.32 indicates Positive momentum. The RSI at 61.61 is Neutral, neither overbought nor oversold. The STOCH value of 56.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ROPE.
ROPE Peer Comparison
Comparison Results
Performance Comparison
ROPE
Coastal Compass 100 ETF
29.32
4.07
16.12%
LVDS
JPMorgan Fundamental Data Science Large Value ETF
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―
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ACEP
ARS Core Equity Portfolio ETF
―
―
―
EGGY
NestYield Dynamic Income Shield ETF
―
―
―
HUSV
First Trust Horizon Managed Volatility Domestic ETF
―
―
―
FCUS
Pinnacle Focused Opportunities 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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