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SAGP - ETF AI Analysis
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Strategas Global Policy Opportunities ETF (SAGP)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains this year, reflecting its ability to capitalize on market opportunities.
Sector Diversification
The fund is spread across multiple sectors, with significant exposure to Health Care and Industrials, reducing reliance on any single industry.
Global Exposure
The ETF includes holdings from several countries outside the U.S., providing some protection against domestic market volatility.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee compared to many ETFs, which can eat into long-term returns.
Underperforming Holding
One of the top holdings, Fair Isaac, has shown negative performance this year, potentially dragging on overall returns.
U.S. Market Concentration
Over 64% of the fund's geographic exposure is in U.S. companies, limiting diversification across global markets.
SAGP vs. SPDR S&P 500 ETF (SPY)
AUM59.36M
RegionGlobal
Expense Ratio0.65%
Beta0.72
IssuerStrategas
Inception DateJan 26, 2022
Dividend Yield0.57%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,569
30 Day Avg. Volume4,525
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
39.42Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering98
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SAGP Summary
The Strategas Global Policy Opportunities ETF (SAGP) is a fund designed to take advantage of market trends influenced by global policy changes. It invests across the entire market, including sectors like healthcare, industrials, and technology, and holds companies such as Lockheed Martin and Palantir Technologies. This ETF is a good choice for investors looking to diversify their portfolio while benefiting from shifts in international economic policies that drive growth. However, new investors should be aware that its performance can be impacted by changes in global policies and geopolitical events, which may cause fluctuations in its value.
How much will it cost me?The Strategas Global Policy Opportunities ETF (SAGP) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, aiming to adapt to global policy changes for potential growth opportunities.
What would affect this ETF?The SAGP ETF, with its focus on global policy opportunities and diverse sector exposure, could benefit from favorable government policies, increased healthcare spending, and technological advancements, especially given its significant holdings in health care and technology. However, it may face challenges from geopolitical tensions, regulatory changes, or economic slowdowns that could negatively impact sectors like industrials and financials. Investors should also consider how shifts in global monetary policies or interest rates might influence the ETF's performance.
SAGP Top 10 Holdings
The Strategas Global Policy Opportunities ETF (SAGP) leans heavily into Health Care and Industrials, which together make up over half of its portfolio. Biogen and Incyte are rising stars in the Health Care sector, benefiting from strong financials and promising product pipelines, while Huntington Ingalls is steady in Industrials, buoyed by record sales and strategic partnerships. However, Fair Isaac is lagging slightly, weighed down by valuation concerns despite solid cash flow. With a global focus and a diverse sector mix, SAGP offers a balanced approach, though its concentration in a few sectors may amplify swings tied to policy shifts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Teradyne | 3.15% | $1.97M | $31.44B | 69.41% | 78 Outperform | |
| Biogen | 2.46% | $1.54M | $26.60B | 14.91% | 74 Outperform | |
| Incyte | 2.22% | $1.39M | $20.13B | 35.04% | 82 Outperform | |
| Huntington Ingalls | 2.22% | $1.39M | $11.95B | 62.05% | 69 Neutral | |
| Fair Isaac | 2.20% | $1.38M | $42.64B | -24.17% | 69 Neutral | |
| Vertex Pharmaceuticals | 2.18% | $1.37M | $115.56B | -1.43% | 78 Outperform | |
| Palantir Technologies | 2.16% | $1.35M | $433.21B | 138.09% | 73 Outperform | |
| Fox | 2.11% | $1.32M | $28.60B | 45.53% | 77 Outperform | |
| Leidos Holdings | 2.04% | $1.28M | $23.89B | 14.51% | 77 Outperform | |
| Dexcom | 2.04% | $1.28M | $25.54B | -15.74% | 80 Outperform |
SAGP Technical Analysis
Positive
―
Price Trends
34.05
Positive
33.75
Positive
32.28
Positive
Market Momentum
0.06
Negative
56.55
Neutral
94.46
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SAGP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.77, equal to the 50-day MA of 34.05, and equal to the 200-day MA of 32.28, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 56.55 is Neutral, neither overbought nor oversold. The STOCH value of 94.46 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SAGP.
SAGP Peer Comparison
Comparison Results
Performance Comparison
SAGP
Strategas Global Policy Opportunities ETF
34.29
4.64
15.65%
GINX
SGI Enhanced Global Income ETF
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ICAP
InfraCap Equity Income Fund ETF
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TOLL
Tema Monopolies and Oligopolies ETF
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GOP
Unusual Whales Subversive Republican Trading ETF
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CAMX
Cambiar Aggressive Value 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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