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Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several major positions, like Nvidia and Broadcom, have delivered strong year-to-date performance, driving the fund’s returns.
Technology Sector Leadership
With significant exposure to the technology sector, the ETF benefits from the strong growth of leading tech companies.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date gains, indicating strong overall momentum in its portfolio.
Negative Factors
High Concentration in Technology
Over one-third of the portfolio is allocated to technology, increasing vulnerability to sector-specific downturns.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, which limits exposure to international markets.
Moderate Expense Ratio
The fund’s expense ratio is higher than some low-cost ETFs, which could slightly reduce long-term returns.
SPXM vs. SPDR S&P 500 ETF (SPY)
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Forecast
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SPXM Summary
The Azoria 500 Meritocracy ETF (Ticker: SPXM) is an actively managed fund that invests in 400–500 of the largest U.S. companies, focusing on businesses selected based on traditional performance metrics rather than social governance factors like diversity hiring targets. It includes well-known companies such as Nvidia and Microsoft, and its largest sector exposure is technology. This ETF could be appealing for investors looking for growth potential and a portfolio of industry leaders. However, it is heavily weighted toward tech stocks, meaning its performance may be significantly impacted by changes in the tech industry.
How much will it cost me?The Azoria 500 Meritocracy ETF (SPXM) has an expense ratio of 0.47%, meaning you’ll pay $4.70 per year for every $1,000 invested. This is higher than average because it’s actively managed, which typically involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?The Azoria 500 Meritocracy ETF (SPXM) could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings, as well as continued growth in large-cap U.S. companies like Nvidia, Microsoft, and Apple. However, it may face challenges if economic conditions worsen, particularly in consumer-focused sectors or if regulatory changes impact its merit-based investment strategy. Interest rate hikes could also negatively affect growth-oriented sectors like technology and communication services.
SPXM Top 10 Holdings
The Azoria 500 Meritocracy ETF leans heavily on technology, with Nvidia and Apple leading the charge. Nvidia’s long-term AI focus keeps it steady despite recent mixed momentum, while Apple’s rising performance reflects strong revenue growth and service expansion. Alphabet’s dual-class shares are shining bright, driven by AI and cloud investments, boosting the fund’s returns. On the flip side, Meta and Tesla are dragging slightly, with bearish trends and valuation concerns weighing them down. With its U.S.-centric portfolio, the fund’s tech-heavy positioning is both a strength and a risk in today’s market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.04% | $2.00M | $4.51T | 36.94% | 76 Outperform | |
| Apple | 6.48% | $1.84M | $4.11T | 11.87% | 79 Outperform | |
| Microsoft | 5.83% | $1.66M | $3.65T | 10.98% | 79 Outperform | |
| Amazon | 3.81% | $1.08M | $2.43T | 1.28% | 71 Outperform | |
| Broadcom | 2.92% | $829.07K | $1.89T | 133.46% | 76 Outperform | |
| Alphabet Class A | 2.92% | $828.85K | $3.79T | 71.24% | 85 Outperform | |
| Alphabet Class C | 2.76% | $783.92K | $3.79T | 77.56% | 82 Outperform | |
| Meta Platforms | 2.66% | $754.82K | $1.68T | 6.08% | 76 Outperform | |
| Tesla | 2.34% | $663.33K | $1.46T | 11.02% | 73 Outperform | |
| Eli Lilly & Co | 1.79% | $508.77K | $943.11B | 22.84% | 72 Outperform |
SPXM Technical Analysis
Positive
―
Price Trends
21.51
Positive
21.10
Positive
Market Momentum
0.10
Negative
56.98
Neutral
88.55
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPXM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 21.54, equal to the 50-day MA of 21.51, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.10 indicates Negative momentum. The RSI at 56.98 is Neutral, neither overbought nor oversold. The STOCH value of 88.55 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPXM.
SPXM Peer Comparison
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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