CLCV - ETF AI Analysis
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Crossmark Large Cap Value ETF (CLCV)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid recent momentum for investors.
Leading Large-Cap Holdings
Several of the top positions, including well-known technology, financial, and energy companies, have shown strong performance and help drive the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, financials, health care, industrials, and other sectors help reduce the impact if any one industry struggles.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of your returns go toward fees.
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little diversification across global markets.
Sector Concentration in Technology and Financials
A large share of the portfolio is in technology and financial stocks, which can increase risk if these sectors face a downturn.
CLCV vs. SPDR S&P 500 ETF (SPY)
AUM17.13M
RegionNorth America
Expense Ratio0.50%
Beta0.66
IssuerCrossmark
Inception DateJul 23, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,184
30 Day Avg. Volume2,343
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
36.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CLCV Summary
Crossmark Large Cap Value ETF (CLCV) is an actively managed fund that focuses on large, established U.S. companies that appear undervalued, rather than tracking a specific index. It spreads investments across many sectors like technology, finance, health care, and energy. Well-known holdings include Apple and Bank of America. Someone might invest in CLCV to seek long-term growth from solid, blue-chip companies while getting diversification across different parts of the economy. A key risk is that value stocks can stay out of favor for long periods, and the ETF’s price can go up or down with the overall stock market.
How much will it cost me?The Crossmark Large Cap Value ETF (CLCV) has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning professional managers select stocks rather than following a passive index.
What would affect this ETF?The Crossmark Large Cap Value ETF (CLCV) could benefit from a strong U.S. economy and favorable conditions for value stocks, especially if sectors like Financials and Technology, which make up a significant portion of its holdings, perform well. However, rising interest rates or regulatory changes affecting banks and energy companies, such as Exxon Mobil, could negatively impact the ETF's performance. Additionally, market volatility in the technology sector or broader economic slowdowns may pose risks to its growth potential.
CLCV Top 10 Holdings
CLCV leans heavily into U.S. large-cap value with a tech-and-financials backbone, and a few names are clearly steering the ship. Cisco has been a quiet powerhouse this year, helping drive returns even as Apple’s recent wobble shows the iPhone giant losing a bit of steam. Amazon’s mixed pattern—rising lately but choppy over the past few months—adds some drama to the tech sleeve. On the defensive side, Gilead and Verizon have been steady climbers, while CVS feels more like ballast than engine, lagging despite the fund’s overall value tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 3.93% | $676.51K | $2.79T | 7.86% | 71 Outperform | |
| Apple | 3.63% | $624.25K | $4.67T | 34.93% | 79 Outperform | |
| Bank of America | 3.18% | $547.31K | $438.31B | 24.64% | 72 Outperform | |
| Microsoft | 3.00% | $515.22K | $3.71T | -0.89% | 79 Outperform | |
| Cisco Systems | 2.87% | $493.42K | $430.53B | 62.16% | 77 Outperform | |
| Gilead Sciences | 2.69% | $461.98K | $187.23B | 30.44% | 78 Outperform | |
| Salesforce | 2.69% | $461.96K | $213.35B | 2.84% | 80 Outperform | |
| Citigroup | 2.47% | $424.50K | $231.02B | 43.65% | 68 Neutral | |
| Verizon | 2.44% | $420.10K | $208.32B | 15.08% | 81 Outperform | |
| Dell Technologies | 2.44% | $419.82K | $339.79B | 340.17% | 65 Neutral |
CLCV Technical Analysis
Positive
―
Price Trends
30.88
Positive
29.99
Positive
28.39
Positive
Market Momentum
0.19
Positive
54.05
Neutral
70.50
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CLCV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.49, equal to the 50-day MA of 30.88, and equal to the 200-day MA of 28.39, indicating a neutral trend. The MACD of 0.19 indicates Positive momentum. The RSI at 54.05 is Neutral, neither overbought nor oversold. The STOCH value of 70.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CLCV.
CLCV Peer Comparison
Comparison Results
Performance Comparison
CLCV
Crossmark Large Cap Value ETF
31.46
6.14
24.25%
MAVF
Matrix Advisors Value ETF
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PRXV
Praxis Impact Large Cap Value ETF
―
―
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PZLV
Pzena U.S. Large Cap Value ETF
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―
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DVAL
BrandywineGLOBAL - Dynamic US Large Cap Value ETF
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DHLX
Diamond Hill Large Cap Concentrated ETF
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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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