CLCV - ETF AI Analysis
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Crossmark Large Cap Value ETF (CLCV)
CLCV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 19.31M
- Region
- North America
- Expense Ratio
- 0.50%
- Beta
- 0.65
- Issuer
- Crossmark
- Inception Date
- Jul 23, 2025
- Dividend Yield
- 0.34%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CLCV Summary
Crossmark Large Cap Value ETF (CLCV) is an actively managed fund that invests in large, well-known U.S. companies that appear undervalued based on the manager’s research, rather than tracking a fixed index. It spreads money across many sectors, including technology, financials, health care, and energy. Well-known holdings include Apple, Amazon, and Microsoft. Someone might invest in CLCV to seek long-term growth from big, established companies while getting diversification across industries. A key risk is that these stocks can still go up and down with the overall stock market, and “value” picks may stay out of favor for long periods.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because CLCV is actively managed, meaning professionals are selecting and adjusting the fund’s holdings rather than simply tracking a market index.
What would affect this ETF?
Future performance of CLCV will be helped if large U.S. value stocks in sectors like technology, financials, and health care continue to grow, benefit from stable or falling interest rates, and see steady consumer and business demand, especially for its big holdings such as Amazon, Apple, and Microsoft. On the other hand, rising interest rates, a U.S. economic slowdown, pressure on banks or energy companies, or new regulations affecting major tech and financial firms could weigh on the fund’s returns.
CLCV Top 10 Holdings
CLCV leans heavily into U.S. large-cap value with a tech tilt, where familiar giants are doing much of the heavy lifting. Apple, Microsoft, and Amazon form a rising core, helped by steady demand for cloud, devices, and digital services. Cisco and Gilead add a more defensive flavor, both trending higher and giving the fund some ballast. On the flip side, Bank of America has been lagging, and CVS looks mixed, reminding investors that financials and health care can still trip up returns. Overall, it’s a U.S.-centric, tech-forward value story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AMZN | Amazon | 3.78% | $730.64K | $2.59T | 7.85% | 71Outperform |
 AAPL | Apple | 3.94% | $761.32K | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 3.19% | $616.02K | $3.88T | -0.73% | 79Outperform |
 CSCO | Cisco Systems | 2.93% | $566.30K | $411.45B | 43.34% | 77Outperform |
 GILD | Gilead Sciences | 3.01% | $581.46K | $211.64B | 44.11% | 78Outperform |
 COP | Conocophillips | 2.73% | $527.50K | $185.04B | 74.76% | 78Outperform |
 BAC | Bank of America | 2.64% | $509.87K | $346.20B | -5.69% | 72Outperform |
 CRM | Salesforce | 2.40% | $462.49K | $188.61B | -10.71% | 80Outperform |
 DELL | Dell Technologies | 2.30% | $443.65K | $269.78B | 163.52% | 65Neutral |
 CVS | CVS Health | 2.31% | $446.86K | $115.43B | 17.68% | 64Neutral |
CLCV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CLCV, the sentiment is Negative. The current price of 30.83 is below the 20-day moving average (MA) of 30.95, below the 50-day MA of 31.06, and above the 200-day MA of 29.24, indicating a neutral trend. The MACD of 0.01 indicates Negative momentum. The RSI at 46.72 is Neutral, neither overbought nor oversold. The STOCH value of 50.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CLCV.
CLCV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CLCV | $30.83 | $35.00(13.51% Upside) | $19.31M | 0.50% | 74Outperform |
 PRXV | $36.53 | $42.10(15.25% Upside) | $96.20M | 0.36% | 72Outperform |
 MAVF | $136.25 | $166.59(22.27% Upside) | $92.13M | 0.75% | 75Outperform |
 NSIV | $26.14 | $29.74(13.76% Upside) | $74.29M | 0.38% | 72Outperform |
 PZLV | $31.54 | $35.37(12.12% Upside) | $72.08M | 0.60% | 67Neutral |
 DHLX | $14.03 | $16.23(15.68% Upside) | $69.56M | 0.55% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CLCV | Crossmark Large Cap Value ETF | 30.83 | 5.46 | 21.50% | |
| PRXV | Praxis Impact Large Cap Value ETF | 36.53 | 7.70 | 26.70% | |
| MAVF | Matrix Advisors Value ETF | 136.25 | 18.84 | 16.05% | |
| NSIV | North Square Disciplined Value ETF | 26.14 | 1.05 | 4.21% | |
| PZLV | Pzena U.S. Large Cap Value ETF | 31.54 | 6.44 | 25.65% | |
| DHLX | Diamond Hill Large Cap Concentrated ETF | 14.03 | 1.36 | 10.69% |
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.