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TSME - ETF AI Analysis

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TSME

Thrivent Small-Mid Cap ESG ETF (TSME)

Rating:69Neutral
Price Target:
TSME, the Thrivent Small-Mid Cap ESG ETF, has an overall rating that suggests it holds a generally solid mix of small- and mid-cap companies with attractive growth and financial profiles, though not without some risks. Strong contributors like Littelfuse (LFUS), SharkNinja (SN), Bel Fuse (BELFB), and CECO Environmental (CECO) support the fund’s quality through robust earnings, revenue growth, and positive outlooks. However, holdings such as FTAI, which faces high leverage and negative cash flows, and several names with high valuations and some bearish technical signals, add risk, with the main concern being exposure to companies that may be overvalued or financially stretched.
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 holdings have delivered strong year-to-date results, helping drive the fund’s overall performance.
Broad Sector Diversification
The fund spreads its investments across several sectors, including industrials, technology, consumer cyclical, health care, and financials, which helps reduce reliance on any single industry.
Negative Factors
Higher Expense Ratio
The ETF’s expense ratio is relatively high for a passive investment, which can eat into long-term returns compared with lower-cost alternatives.
Heavy U.S. Concentration
With nearly all assets invested in U.S. companies, the fund offers very limited international diversification and is highly tied to the U.S. market.
Sector Concentration in Industrials and Technology
A large portion of the portfolio is in industrials and technology, which could hurt performance if these sectors experience a downturn.

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

TSME Summary

The Thrivent Small-Mid Cap ESG ETF (TSME) invests in small and mid-sized U.S. companies that meet environmental, social, and governance (ESG) standards, rather than tracking a traditional index. It focuses on a wide mix of sectors like industrials, technology, and consumer companies, with holdings such as SharkNinja and Celestica. Someone might consider this ETF to seek long-term growth from up-and-coming businesses while supporting more sustainable corporate practices. However, because it invests in smaller companies and is concentrated in the U.S. market, its price can be more volatile and can go up and down significantly over time.
How much will it cost me?The Thrivent Small-Mid Cap ESG ETF (TSME) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting companies that meet specific ESG criteria and growth potential.
What would affect this ETF?The Thrivent Small-Mid Cap ESG ETF (TSME) could benefit from growing interest in ESG investing and the potential for small to mid-sized companies to drive innovation and growth, particularly in sectors like technology and consumer cyclical. However, it may face challenges from economic slowdowns, rising interest rates that could impact smaller companies' access to capital, and sector-specific risks such as regulatory changes in healthcare or financials. Global exposure also means it could be affected by geopolitical tensions or currency fluctuations.

TSME Top 10 Holdings

TSME leans heavily into industrials and tech, and that’s where much of the action is. Modine and Coherent have been rising smartly, helping pull the fund higher as investors reward their growth stories, while Bel Fuse and Celestica add steady momentum from the tech side. Element Solutions and Littelfuse are also contributing, though their signals look a bit more mixed. On the flip side, Avanos Medical has been lagging despite a recent bounce, acting as a small drag. Overall, it’s a globally oriented, small‑mid cap ESG play with no single stock dominating the show.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bel Fuse Inc3.79%$36.89M$3.45B267.12%
73
Outperform
Modine3.63%$35.33M$13.27B204.02%
68
Neutral
Coherent Corp3.08%$29.93M$65.63B396.11%
66
Neutral
Limbach Holdings2.89%$28.16M$1.12B1.18%
74
Outperform
Celestica2.80%$27.21M$47.30B381.10%
73
Outperform
Element Solutions2.73%$26.54M$9.83B101.45%
65
Neutral
Littelfuse2.53%$24.66M$10.24B125.10%
76
Outperform
SharkNinja, Inc.2.48%$24.15M$16.35B45.78%
76
Outperform
Enova International2.39%$23.22M$4.15B74.88%
71
Outperform
Ceco Environmental2.34%$22.77M$2.13B238.12%
72
Outperform

TSME Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
43.95
Positive
100DMA
44.00
Positive
200DMA
42.41
Positive
Market Momentum
MACD
1.05
Negative
RSI
64.77
Neutral
STOCH
60.87
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TSME, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.55, equal to the 50-day MA of 43.95, and equal to the 200-day MA of 42.41, indicating a bullish trend. The MACD of 1.05 indicates Negative momentum. The RSI at 64.77 is Neutral, neither overbought nor oversold. The STOCH value of 60.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSME.

TSME Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$900.40M0.65%
69
Neutral
$807.71M0.48%
72
Outperform
$783.85M0.55%
71
Outperform
$707.56M0.75%
64
Neutral
$573.10M0.49%
70
Neutral
$562.03M0.62%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSME
Thrivent Small-Mid Cap ESG ETF
47.37
13.51
39.90%
FHEQ
Fidelity Hedged Equity ETF
RGEF
Rockefeller Global Equity ETF
KAT
Scharf ETF
AQEC
AQE Core ETF
DWLD
Davis Select Worldwide 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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