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TMVE - ETF AI Analysis

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TMVE

Thrivent Mid Cap Value ETF (TMVE)

Rating:67Neutral
Price Target:
TMVE’s rating suggests it is a solid, but not top-tier, mid-cap value ETF, supported by strong holdings like General Dynamics and Intercontinental Exchange, which bring robust financial performance, healthy cash flows, and growth-focused initiatives. Financial names such as M&T Bank and US Bancorp also add strength through solid fundamentals and attractive valuations, though some positions like AIG and Simmons 1st Nat'l introduce concerns around recent losses, revenue declines, and technical challenges. The main risk factor is the fund’s meaningful exposure to financial companies, which can be sensitive to economic conditions and market volatility.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors such as industrials, financials, technology, and health care, which helps reduce the impact of weakness in any single industry.
Multiple Strong Top Holdings
Several of the largest positions, including names like MKS, MSC Industrial, and Levi Strauss, have delivered strong year-to-date performance that supports the fund’s returns.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
Heavy U.S. Concentration
With the vast majority of assets in U.S. stocks and very little in other countries, the fund offers limited geographic diversification.
Exposure to a Weak Top Holding
One of the larger positions, Capital One Financial, has shown weak year-to-date performance, which can drag on overall results if the weakness continues.

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

TMVE Summary

Thrivent Mid Cap Value ETF (TMVE) is an actively managed fund that focuses on medium‑sized U.S. companies that appear to be priced cheaply relative to their business strength. It doesn’t track a fixed index, but follows a “mid-cap value” theme, looking for solid companies that may be overlooked by the market. The fund spreads money across many sectors, including financials, industrials, and technology, with well-known names like Capital One Financial and General Dynamics among its holdings. Investors might consider TMVE for long-term growth and diversification beyond large, familiar brands. A key risk is that mid-cap stocks can be more volatile and can go up and down with the overall market.
How much will it cost me?The Thrivent Mid Cap Value ETF (TMVE) has an expense ratio of 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than the average for passively managed ETFs because TMVE is actively managed, requiring more research and decision-making by fund managers to select undervalued mid-cap stocks.
What would affect this ETF?The Thrivent Mid Cap Value ETF (TMVE) could benefit from a strong U.S. economy, as its focus on mid-cap companies in sectors like Industrials, Financials, and Technology may see growth from increased business investment and innovation. However, rising interest rates or economic slowdowns could negatively impact its holdings in Financials and Consumer Cyclical sectors, while regulatory changes in energy or healthcare might pose additional risks. TMVE's value-driven strategy may also face challenges if market sentiment shifts toward growth stocks.

TMVE Top 10 Holdings

TMVE leans heavily into U.S. mid-cap financials and industrials, with banks like M&T, US Bancorp, and Simmons quietly powering the fund as their shares keep rising. MKS Instruments adds a tech tilt and has been one of the standout climbers, giving the portfolio some growth spark. On the flip side, Capital One and AIG have been lagging, acting like a bit of a brake on returns, while General Dynamics and Labcorp are more steady than exciting. Overall, it’s a domestically focused, value-driven mix with a clear tilt toward financials and industrials.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
M&T Bank2.48%$7.30M$35.52B22.59%
76
Outperform
MKS2.15%$6.31M$23.78B244.91%
75
Outperform
US Bancorp2.09%$6.16M$97.11B36.00%
76
Outperform
Simmons 1st Nat'l2.02%$5.95M$3.33B17.90%
61
Neutral
Crown Holdings1.89%$5.55M$12.26B3.61%
73
Outperform
General Dynamics1.87%$5.51M$100.81B22.82%
80
Outperform
Intercontinental Exchange1.83%$5.38M$77.85B-23.46%
80
Outperform
Capital One Financial1.81%$5.31M$125.06B-4.67%
71
Outperform
American International Group1.70%$5.00M$42.36B-2.55%
60
Neutral
MSC Industrial1.69%$4.96M$6.92B40.27%
68
Neutral

TMVE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
17.46
Positive
100DMA
16.82
Positive
200DMA
Market Momentum
MACD
0.10
Positive
RSI
54.33
Neutral
STOCH
49.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TMVE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 17.85, equal to the 50-day MA of 17.46, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 54.33 is Neutral, neither overbought nor oversold. The STOCH value of 49.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TMVE.

TMVE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$293.82M0.55%
67
Neutral
$693.74M0.20%
71
Outperform
$460.15M0.18%
71
Outperform
$172.93M0.68%
72
Outperform
$170.10M0.80%
74
Outperform
$142.35M0.60%
59
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TMVE
Thrivent Mid Cap Value ETF
17.80
3.48
24.30%
AVMV
Avantis U.S. Mid Cap Value ETF
AVMC
Avantis U.S. Mid Cap Equity ETF
AFMC
First Trust Active Factor Mid Cap ETF
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
FRTY
Alger Mid Cap 40 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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