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TCV - ETF AI Analysis

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TCV

Towle Value ETF (TCV)

Rating:64Neutral
Price Target:
TCV (Towle Value ETF) has a solid overall rating, mainly supported by strong holdings like TD SYNNEX, Magna International, and Deluxe, which show healthy financial performance, positive earnings calls, and constructive technical trends. However, weaker positions such as Oscar Health and United Natural Foods, which face profitability, cash flow, and revenue challenges, weigh on the fund’s score. The main risk factor is that several holdings share issues around cash flow management and operational efficiency, which could add volatility if business conditions worsen.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Leading Holdings Performing Well
Most of the top positions have delivered strong year-to-date results, helping drive the fund’s overall returns.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, consumer, energy, financials, and technology, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Tilt Toward Cyclical Sectors
Significant exposure to economically sensitive areas like industrials, consumer cyclical, and energy can make the fund more vulnerable during economic slowdowns.

TCV vs. SPDR S&P 500 ETF (SPY)

TCV Summary

The Towle Value ETF (TCV) is an actively managed fund that focuses on U.S. “value” stocks—companies the managers believe are priced lower than they’re really worth. It doesn’t track a set index, but instead picks a relatively small group of American businesses across many sectors, including industrials, consumer companies, energy, and technology. Well-known names in the fund include TD SYNNEX and Arrow Electronics. Someone might invest in TCV to seek long-term growth by buying undervalued companies and to diversify across many industries. A key risk is that these value stocks can stay out of favor for long periods and the share price can go up and down with the market.
How much will it cost me?The Towle Value ETF (TCV) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Towle Value ETF (TCV), focused on undervalued U.S. stocks, could benefit from economic recovery or growth in sectors like Consumer Cyclical and Energy, which make up a significant portion of its portfolio. However, rising interest rates or economic slowdowns may negatively impact its holdings, particularly in industries sensitive to consumer spending and energy prices. Regulatory changes or shifts in market sentiment toward value investing could also influence the ETF's performance.

TCV Top 10 Holdings

Towle Value ETF is leaning into classic value territory, with U.S. industrials and economically sensitive names doing most of the heavy lifting. Freight player ArcBest and tech distributor TD SYNNEX are rising smartly, helping power recent gains, while Arrow Electronics adds another steady, if slightly mixed, tech-industrial gear to the engine. United Natural Foods has been more of a wild card, with improving momentum but lingering fundamental issues, and Oscar Health is still stumbling, keeping a lid on returns. Overall, it’s a U.S.-centric, industrial-and-cyclical-driven story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ArcBest3.41%$6.58M$2.73B114.45%
66
Neutral
Gold.com3.34%$6.45M$1.19B93.88%
71
Outperform
United Natural Foods3.24%$6.25M$2.93B85.50%
52
Neutral
TD SYNNEX Corporation3.10%$5.97M$18.31B103.85%
73
Outperform
Liberty Energy3.09%$5.95M$5.34B167.73%
69
Neutral
Deluxe3.08%$5.94M$1.37B98.05%
72
Outperform
Arrow Electronics3.00%$5.79M$9.55B65.10%
64
Neutral
Molina Healthcare2.89%$5.57M$9.17B-44.03%
71
Outperform
Propetro Holding2.86%$5.51M$2.08B226.56%
61
Neutral
Magna International2.86%$5.51M$17.57B81.73%
77
Outperform

TCV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.65
Positive
100DMA
28.40
Positive
200DMA
Market Momentum
MACD
0.68
Negative
RSI
67.36
Neutral
STOCH
90.99
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TCV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.54, equal to the 50-day MA of 28.65, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.68 indicates Negative momentum. The RSI at 67.36 is Neutral, neither overbought nor oversold. The STOCH value of 90.99 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TCV.

TCV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$194.79M0.85%
64
Neutral
$804.28M0.13%
69
Neutral
$597.67M0.40%
75
Outperform
$514.39M0.28%
73
Outperform
$395.50M0.38%
70
Outperform
$288.38M0.60%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TCV
Towle Value ETF
30.61
5.87
23.73%
VFVA
Vanguard U.S. Value Factor ETF
LSVD
LSV Disciplined Value ETF
QVAL
Alpha Architect U.S. Quantitative Value ETF
AIVL
WisdomTree U.S. AI Enhanced Value Fund
BUSA
Brandes U.S. Value ETF
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.
DisclaimerThis 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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