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SAGP - ETF AI Analysis
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Strategas Global Policy Opportunities ETF (SAGP)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Well-Performing Top Holdings
Many of the largest positions, including several industrial and defense-related companies, have delivered strong year-to-date results that support the fund’s returns.
Global Diversification
Holdings spread across the U.S., Europe, and Asia help reduce reliance on any single country’s economy or policy environment.
Negative Factors
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which can modestly reduce net returns over time.
Sector Concentration in Health Care and Industrials
A large share of assets is tied up in health care and industrials, increasing the impact if these sectors face a downturn.
Moderate Fund Size
With a relatively modest asset base, the ETF may be less liquid than larger funds, which could matter for investors trading bigger amounts.
SAGP vs. SPDR S&P 500 ETF (SPY)
AUM73.12M
RegionGlobal
Expense Ratio0.65%
Beta0.74
IssuerStrategas
Inception DateJan 26, 2022
Dividend Yield1.14%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,431
30 Day Avg. Volume11,133
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
40.96Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SAGP Summary
The Strategas Global Policy Opportunities ETF (SAGP) is an actively managed fund that looks for companies around the world that may benefit from changes in government, economic, and central bank policies, rather than tracking a set index. It holds a mix of U.S. and international stocks across many sectors, with a tilt toward health care and industrials. Well-known holdings include Lockheed Martin and Honeywell. Someone might invest for broad global diversification and the chance to benefit from major policy shifts. A key risk is that performance can be volatile and may move sharply with global political and economic events.
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
SAGP is leaning heavily into defense and industrial names, with Lockheed Martin, Northrop Grumman, Huntington Ingalls, Saab, and Textron acting as the fund’s policy-sensitive core. These stocks have generally been rising, helped by strong backlogs and government spending, though occasional worries about budgets and shutdowns keep them from sprinting. On the health care side, DaVita is more of a mixed story, adding some stability but not much spark. Teradyne and Honeywell bring a tech-and-industrial twist, keeping the portfolio global and diversified but still clearly tilted toward defense-driven themes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Vertex Pharmaceuticals | 2.08% | $1.52M | $119.23B | -7.02% | 78 Outperform | |
| DaVita | 2.04% | $1.49M | $10.07B | 5.07% | 59 Neutral | |
| Altria Group | 2.02% | $1.48M | $113.51B | 15.24% | 64 Neutral | |
| Palantir Technologies | 2.01% | $1.47M | $361.02B | 75.03% | 74 Outperform | |
| Yum! Brands | 2.00% | $1.46M | $44.34B | 3.45% | 59 Neutral | |
| Lockheed Martin | 2.00% | $1.46M | $148.63B | 38.58% | 70 Outperform | |
| Northrop Grumman | 1.99% | $1.46M | $104.13B | 51.30% | 76 Outperform | |
| Leidos Holdings | 1.98% | $1.45M | $21.97B | 29.22% | 77 Outperform | |
| Verisign | 1.97% | $1.44M | $21.88B | 0.10% | 62 Neutral | |
| General Dynamics | 1.97% | $1.44M | $95.05B | 34.15% | 80 Outperform |
SAGP Technical Analysis
Negative
―
Price Trends
35.77
Negative
34.53
Positive
33.37
Positive
Market Momentum
-0.22
Positive
33.09
Neutral
2.08
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SAGP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 35.98, equal to the 50-day MA of 35.77, and equal to the 200-day MA of 33.37, indicating a neutral trend. The MACD of -0.22 indicates Positive momentum. The RSI at 33.09 is Neutral, neither overbought nor oversold. The STOCH value of 2.08 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SAGP.
SAGP Peer Comparison
Comparison Results
Performance Comparison
SAGP
Strategas Global Policy Opportunities ETF
34.53
4.89
16.50%
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GINX
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PRAY
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GOP
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CAMX
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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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