Education
About Us
Working with TipRanks
Follow Us
TILT - ETF AI Analysis
Top Page
FlexShares Morningstar US Market Factor Tilt Index Fund (TILT)
Rating:72Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.
Large, Well-Known Top Holdings
The ETF’s biggest positions are in major, established U.S. companies that are widely followed and heavily traded.
Moderate Expense Ratio for a Factor Strategy
The fund’s fee is reasonable for a rules-based, factor-tilted strategy, allowing investors to keep more of their returns compared with many actively managed funds.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are in U.S. stocks, offering very limited diversification across global markets.
Top Holdings Recently Weak
Several of the largest positions have shown weak or negative performance so far this year, which can drag on the fund’s overall returns.
High Exposure to Technology
A large tilt toward the technology sector means the fund may be more sensitive to swings in tech stocks than a more evenly balanced market fund.
TILT vs. SPDR S&P 500 ETF (SPY)
AUM1.88B
RegionNorth America
Expense Ratio0.25%
Beta0.99
IssuerFlexShares
Inception DateSep 16, 2011
Dividend Yield1.18%
Asset ClassEquity
Index TrackedMorningstar US Market Factor Tilt Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,659
30 Day Avg. Volume10,959
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
300.44Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1897
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
TILT Summary
TILT is an ETF that tracks the Morningstar US Market Factor Tilt Index, covering almost the entire U.S. stock market while leaning a bit more toward smaller and value-priced companies. It holds many well-known names like Apple and Nvidia, along with thousands of other U.S. stocks across technology, finance, health care, and more. Someone might invest in TILT to get broad diversification in one fund, with a tilt toward areas that have historically offered higher long-term growth potential. A key risk is that stock prices can be volatile, so the value of this ETF can go up and down with the overall market.
How much will it cost me?The expense ratio for TILT is 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it uses a specialized strategy to tilt towards smaller cap and value stocks, which requires more active adjustments.
What would affect this ETF?TILT's focus on smaller and value-oriented U.S. stocks could benefit from economic recovery or increased investor interest in undervalued companies, while its significant exposure to technology and financial sectors may drive growth during periods of innovation or strong corporate earnings. However, rising interest rates or economic slowdowns could negatively impact smaller companies and sectors like technology and consumer cyclical, which are sensitive to market conditions. Regulatory changes affecting major holdings like Nvidia, Apple, and Microsoft could also pose risks to the ETF's performance.
TILT Top 10 Holdings
TILT may be a broad U.S. market fund, but its story is still driven by Big Tech and AI. Nvidia is doing much of the heavy lifting, with Alphabet and Meta providing a steadier, tech-focused backbone. Apple has perked up recently after a softer stretch, while Microsoft and Amazon have been losing a bit of steam and quietly tugging on returns. With all of its top names based in the U.S. and a clear tilt toward large tech and communication giants, the fund’s near-term fate is closely tied to the mood around growth and AI.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.94% | $91.49M | $4.38T | 48.15% | 76 Outperform | |
| Apple | 4.33% | $80.27M | $3.67T | 17.16% | 79 Outperform | |
| Microsoft | 3.43% | $63.47M | $2.94T | 1.80% | 79 Outperform | |
| Amazon | 2.36% | $43.65M | $2.23T | 4.91% | 71 Outperform | |
| Alphabet Class A | 2.05% | $38.04M | $3.65T | 82.66% | 85 Outperform | |
| Alphabet Class C | 1.78% | $33.04M | $3.65T | 79.85% | 82 Outperform | |
| Broadcom | 1.73% | $32.05M | $1.53T | 64.75% | 76 Outperform | |
| Meta Platforms | 1.56% | $28.83M | $1.55T | 1.00% | 76 Outperform | |
| Berkshire Hathaway B | 1.30% | $24.13M | $1.06T | -4.77% | 66 Neutral | |
| Tesla | 1.28% | $23.68M | $1.47T | 56.49% | 73 Outperform |
TILT Technical Analysis
Negative
―
Price Trends
253.26
Negative
249.50
Negative
239.44
Positive
Market Momentum
-2.17
Positive
31.33
Neutral
18.45
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TILT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 251.98, equal to the 50-day MA of 253.26, and equal to the 200-day MA of 239.44, indicating a neutral trend. The MACD of -2.17 indicates Positive momentum. The RSI at 31.33 is Neutral, neither overbought nor oversold. The STOCH value of 18.45 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for TILT.
TILT Peer Comparison
Comparison Results
Performance Comparison
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
245.58
39.72
19.29%
CGUS
Capital Group Core Equity ETF
―
―
―
ONEQ
Fidelity Nasdaq Composite Index ETF
―
―
―
BBUS
JP Morgan Betabuilders U.S. Equity ETF
―
―
―
AKRE
Akre Focus ETF
―
―
―
DSI
iShares MSCI KLD 400 Social 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.
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: ―
Table of Contents