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STXM - ETF AI Analysis
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Strive Mid-Cap ETF (STXM)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Bloom Energy and Ciena, have delivered strong year-to-date performance, boosting the ETF's returns.
Low Expense Ratio
The ETF has a low expense ratio compared to many funds, making it cost-efficient for investors.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Technology, and Financials, reducing reliance on any single industry.
Negative Factors
Overwhelming U.S. Exposure
The ETF is heavily concentrated in U.S. companies, with minimal international exposure, limiting geographic diversification.
Recent Performance Volatility
The ETF's one-month performance has been slightly negative, indicating short-term volatility.
Small Asset Base
The fund has relatively low assets under management, which may impact liquidity and investor confidence.
STXM vs. SPDR S&P 500 ETF (SPY)
AUM21.55M
RegionNorth America
Expense Ratio0.18%
Beta0.95
IssuerStrive
Inception DateApr 11, 2024
Dividend Yield1.12%
Asset ClassEquity
Index TrackedBloomberg US 400 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,693
30 Day Avg. Volume4,039
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
33.67Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering401
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STXM Summary
The Strive Mid-Cap ETF (STXM) is an investment fund that focuses on mid-sized companies in the U.S., offering a balance between growth potential and stability. It tracks the Bloomberg US 400 Index and includes companies like Pure Storage and Ciena, which are known for innovation and adaptability. This ETF is ideal for investors looking to diversify their portfolio with businesses that are established but still have room to grow. However, new investors should be aware that mid-cap stocks can be more volatile than large-cap stocks, meaning their value can rise and fall quickly depending on market conditions.
How much will it cost me?The Strive Mid-Cap ETF (STXM) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it focuses on mid-cap stocks with a strategic approach while keeping costs relatively low.
What would affect this ETF?The Strive Mid-Cap ETF (STXM), with its focus on U.S. mid-cap companies, could benefit from economic growth and innovation in sectors like technology and industrials, which are heavily weighted in the fund. However, it may face challenges from rising interest rates, which could impact financial and real estate sectors, or economic slowdowns that affect consumer spending and cyclical industries. Regulatory changes or geopolitical tensions could also influence the performance of its top holdings and broader market exposure.
STXM Top 10 Holdings
The Strive Mid-Cap ETF leans heavily into industrials and technology, with names like SanDisk and Lumentum Holdings driving recent gains thanks to strong earnings momentum and growth in AI and cloud infrastructure. However, Pure Storage has been lagging, weighed down by bearish technical signals despite solid financial performance. Financials like KeyCorp offer steady contributions, though valuation concerns linger. With its focus on U.S.-based mid-cap companies, the fund captures a mix of innovation and stability, but its reliance on tech and industrials means performance could hinge on these sectors’ resilience.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 0.92% | $197.81K | $36.65B | ― | 55 Neutral | |
| Ciena | 0.87% | $188.38K | $34.04B | 178.88% | 70 Outperform | |
| Coherent Corp | 0.79% | $169.36K | $30.13B | 97.67% | 66 Neutral | |
| Lumentum Holdings | 0.71% | $154.01K | $27.71B | 363.22% | 61 Neutral | |
| Aercap Holdings | 0.65% | $140.74K | $25.56B | 51.62% | 77 Outperform | |
| Flex | 0.63% | $135.74K | $23.42B | 61.89% | 74 Outperform | |
| KeyCorp | 0.62% | $133.01K | $23.01B | 23.20% | 69 Neutral | |
| Credo Technology Group Holding Ltd | 0.60% | $128.26K | $26.16B | 109.02% | 77 Outperform | |
| Curtiss-Wright | 0.56% | $120.39K | $20.88B | 57.55% | 74 Outperform | |
| Pure Storage | 0.56% | $119.78K | $22.87B | 8.84% | 64 Neutral |
STXM Technical Analysis
Positive
―
Price Trends
28.30
Positive
28.03
Positive
26.60
Positive
Market Momentum
0.24
Negative
58.89
Neutral
75.96
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STXM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.76, equal to the 50-day MA of 28.30, and equal to the 200-day MA of 26.60, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 58.89 is Neutral, neither overbought nor oversold. The STOCH value of 75.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STXM.
STXM Peer Comparison
Comparison Results
Performance Comparison
STXM
Strive Mid-Cap ETF
29.08
3.37
13.11%
AFMC
First Trust Active Factor Mid Cap ETF
―
―
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CVMC
Calvert US Mid-Cap Core Responsible Index ETF
―
―
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PAMC
Pacer Lunt MidCap Multi-Factor Alternator ETF
―
―
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KMID
Virtus KAR Mid-Cap ETF
―
―
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MMID
MFS Active Mid Cap 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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