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RVER - ETF AI Analysis
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Trenchless Fund ETF (RVER)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Sector Diversification
The fund is spread across multiple sectors, including Consumer Cyclical, Health Care, and Technology, reducing reliance on any single industry.
Top Holdings with Positive Returns
Several key holdings, such as Alphabet, Rocket Companies, and Oscar Health, have shown strong year-to-date performance, supporting the fund’s growth.
Negative Factors
High Geographic Concentration
Nearly 90% of the fund’s exposure is in U.S. companies, limiting diversification across global markets.
Underperforming Key Holdings
Some major positions, like Novo Nordisk and Mobileye, have lagged this year, potentially dragging down overall performance.
Relatively High Expense Ratio
The ETF’s expense ratio is higher than many low-cost alternatives, which could eat into long-term returns.
RVER vs. SPDR S&P 500 ETF (SPY)
AUM98.09M
RegionNorth America
Expense Ratio0.66%
Beta1.32
IssuerRiver1
Inception DateApr 03, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,646
30 Day Avg. Volume8,408
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
39.35Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering18
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RVER Summary
The Trenchless Fund ETF (Ticker: RVER) is an investment fund that focuses on companies involved in trenchless technology, which uses innovative methods to build and maintain infrastructure without traditional digging. It includes well-known companies like Amazon and Novo Nordisk, along with others in sectors such as healthcare, technology, and consumer goods. Investors might consider RVER for its potential growth in a niche market that supports modern infrastructure development. However, new investors should be aware that this ETF is heavily influenced by the performance of the U.S. market, which makes it vulnerable to economic fluctuations.
How much will it cost me?The Trenchless Fund ETF (Ticker: RVER) has an expense ratio of 0.66%, which means you’ll pay $6.60 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a niche sector with specialized expertise to target growth opportunities. While it costs more, the fund aims to deliver value through its unique investment strategy.
What would affect this ETF?The Trenchless Fund ETF (RVER) could benefit from increasing demand for innovative infrastructure solutions, particularly in the U.S., where trenchless technology is gaining traction in utility installations and pipeline rehabilitation. However, its exposure to consumer cyclical and technology sectors may face challenges during economic downturns or periods of high interest rates, which can reduce spending and innovation. Regulatory changes or shifts in government infrastructure priorities could also impact the ETF's performance positively or negatively.
RVER Top 10 Holdings
The Trenchless Fund ETF leans heavily on healthcare and communication services, with Eli Lilly standing out as a rising star thanks to strong revenue growth and strategic advancements. Novo Nordisk, however, is lagging, weighed down by market share losses and restructuring challenges. Meta Platforms and Amazon, key players in communication services and consumer cyclical sectors, show mixed signals, with Meta losing steam amid regulatory hurdles and Amazon steady but grappling with valuation concerns. While the fund’s U.S.-focused portfolio offers diversification across sectors, its reliance on a few big names could amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Meta Platforms | 11.58% | $11.36M | $1.60T | 11.32% | 71 Outperform | |
| Novo Nordisk | 10.17% | $9.97M | $216.37B | -54.10% | 73 Outperform | |
| Amazon | 9.45% | $9.27M | $2.45T | 11.38% | 71 Outperform | |
| Eli Lilly & Co | 7.94% | $7.79M | $1.04T | 40.11% | 71 Outperform | |
| Rocket Companies | 7.09% | $6.95M | $55.59B | 8.71% | 59 Neutral | |
| Oscar Health | 6.51% | $6.38M | $4.81B | 7.90% | 45 Neutral | |
| United Rentals | 6.44% | $6.32M | $51.86B | -4.90% | 73 Outperform | |
| PayPal Holdings | 5.94% | $5.83M | $57.85B | -28.58% | 73 Outperform | |
| Mobileye Global, Inc. Class A | 5.87% | $5.76M | $9.31B | -36.55% | 44 Neutral | |
| Alphabet Class A | 4.91% | $4.82M | $3.86T | 89.06% | 80 Outperform |
RVER Technical Analysis
Positive
―
Price Trends
32.65
Negative
32.29
Positive
30.49
Positive
Market Momentum
-0.40
Negative
54.14
Neutral
79.08
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RVER, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.80, equal to the 50-day MA of 32.65, and equal to the 200-day MA of 30.49, indicating a neutral trend. The MACD of -0.40 indicates Negative momentum. The RSI at 54.14 is Neutral, neither overbought nor oversold. The STOCH value of 79.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RVER.
RVER Peer Comparison
Comparison Results
Performance Comparison
RVER
Trenchless Fund ETF
32.39
2.23
7.39%
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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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