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TSCM - ETF AI Analysis

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TSCM

TimesSquare Quality Mid Cap Growth ETF (TSCM)

Rating:71Outperform
Price Target:
TSCM, the TimesSquare Quality Mid Cap Growth ETF, earns a solid overall rating thanks to several strong holdings like Ross Stores and Comfort Systems USA, which show robust sales growth, efficient cash and revenue management, and positive earnings call results. Other key positions such as Marvell, Dynatrace, and Palo Alto Networks add to the appeal with strong growth and AI-focused strategies, though concerns about high valuations, bearish technical signals, and less profitable names like JFrog and Karman Holdings introduce some risk. The main risk factor is that several growth-oriented holdings appear expensive or face profitability and leverage challenges, which could increase volatility if market sentiment shifts.
Positive Factors
Strong AUM Base
The fund manages a meaningful pool of assets, which can support trading liquidity and ongoing fund operations.
Sector Diversification
Holdings are spread across several sectors like technology, industrials, consumer, health care, and energy, helping reduce reliance on any single industry.
Multiple Strong Top Holdings
Several of the largest positions, including companies in technology, retail, energy, and industrials, have shown strong year-to-date performance, helping offset weaker names in the portfolio.
Negative Factors
Recent Weak Performance
The ETF has delivered negative returns over the past month, three months, and year-to-date, which may concern investors looking for near-term strength.
Higher Expense Ratio
The fund’s expense ratio is relatively high for an ETF, meaning more of the return is eaten up by fees each year.
Concentration in U.S. Mid-Cap Growth
With most assets in U.S. stocks and a focus on mid-cap growth names, the fund is sensitive to swings in this specific segment of the market and offers limited geographic diversification.

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

TSCM Summary

The TimesSquare Quality Mid Cap Growth ETF (TSCM) is an actively managed fund that focuses on medium‑sized U.S. companies with strong growth potential and solid business fundamentals. It doesn’t track a set index, but instead selects about 30–40 stocks across many sectors, including technology, industrials, and consumer companies. Well-known holdings include Palo Alto Networks and Ross Stores. Investors might consider TSCM for growth and diversification beyond large, familiar blue-chip stocks. However, because it focuses on mid-cap growth companies and holds a relatively small number of stocks, its price can move up and down more sharply than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals selecting a focused portfolio of mid-cap growth stocks instead of simply tracking an index.
What would affect this ETF?This ETF could benefit if the U.S. economy continues to grow, supporting mid-sized technology, industrial, and consumer companies, and if innovation and digital trends help its top holdings in software, financial services, and energy infrastructure. On the other hand, it could face challenges from higher interest rates, an economic slowdown that hurts mid-cap growth stocks more than larger, steadier companies, or new regulations affecting U.S. tech, financial, or energy businesses.

TSCM Top 10 Holdings

TSCM leans heavily into U.S. mid-cap growth, with a clear tilt toward tech and industrial names that are setting the tone for returns. Marvell has been a key engine, rising on AI and data-center optimism, while Comfort Systems and Targa Resources add steady industrial and energy tailwinds. On the softer side, software names like Dynatrace, Veeva, and JFrog have been lagging, acting as a bit of a brake on performance. Overall, the fund’s story is U.S.-centric, growth-focused, and somewhat concentrated in tech-driven themes.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Marvell4.57%$1.70M$95.65B118.63%
76
Outperform
JFrog4.26%$1.59M$5.87B75.35%
73
Outperform
Ross Stores3.90%$1.45M$69.74B70.48%
80
Outperform
Targa Resources3.84%$1.43M$53.95B56.30%
74
Outperform
Dynatrace3.76%$1.40M$11.09B-9.73%
77
Outperform
Palo Alto Networks3.72%$1.38M$138.61B11.37%
73
Outperform
Karman Holdings Inc.3.69%$1.37M$10.87B194.96%
62
Neutral
Comfort Systems3.59%$1.34M$50.12B356.39%
80
Outperform
Carpenter Technology3.55%$1.32M$19.63B160.41%
75
Outperform
Veeva Systems3.40%$1.27M$28.18B-17.61%
66
Neutral

TSCM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
18.49
Negative
100DMA
200DMA
Market Momentum
MACD
-0.16
Negative
RSI
48.92
Neutral
STOCH
87.54
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TSCM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 18.20, equal to the 50-day MA of 18.49, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.16 indicates Negative momentum. The RSI at 48.92 is Neutral, neither overbought nor oversold. The STOCH value of 87.54 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSCM.

TSCM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$38.62M0.55%
71
Outperform
$99.27M0.52%
73
Outperform
$86.82M0.45%
68
Neutral
$38.93M0.80%
70
Neutral
$32.34M0.59%
64
Neutral
$16.42M0.30%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSCM
TimesSquare Quality Mid Cap Growth ETF
18.23
-1.55
-7.84%
AMID
Argent Mid Cap ETF
MID.ETF
American Century Mid Cap Growth Impact ETF
KMID
Virtus KAR Mid-Cap ETF
MMID
MFS Active Mid Cap ETF
JMID
Janus Henderson Mid Cap Growth Alpha 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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