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CTIF - ETF AI Analysis

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CTIF

Castellan Targeted Income ETF (CTIF)

Rating:74Outperform
Price Target:
CTIF, the Castellan Targeted Income ETF, earns a solid overall rating largely because many of its biggest positions—like American Express, Xylem, and Parker Hannifin—show strong financial performance, positive earnings commentary, and supportive (though sometimes stretched) technical trends that point to resilient growth potential. This strength is partly offset by holdings such as RPM International and Illinois Tool Works, where weaker technical trends, cash flow and leverage concerns, and profitability challenges introduce more caution, and investors should also note that several top holdings appear richly valued, which can add risk if market conditions turn.
Positive Factors
Strong Top Holdings Performance
Many of the largest positions, such as Analog Devices, Caterpillar, and Broadcom, have shown strong gains this year, helping support the ETF’s overall returns.
Income-Focused, Diversified Across Key Sectors
The fund spreads its investments across several income-friendly sectors like industrials, technology, financials, and consumer defensive, which can help balance different sources of cash flow and risk.
Moderate Expense Ratio for an Active Strategy
The ETF’s fee is moderate for a specialized, targeted-income approach, so investors are not paying unusually high costs for this type of strategy.
Negative Factors
Heavy Concentration in Industrials and Technology
A large share of the portfolio is tied up in industrial and technology stocks, which increases the impact if these sectors run into trouble.
High Dependence on U.S. Market
Almost all of the ETF’s holdings are in U.S. companies, so it offers little geographic diversification if the U.S. market weakens.
Short-Term Performance Bump May Not Be Stable
While the fund has seen a strong recent one-month gain, its three-month results have been slightly negative, suggesting returns can be choppy over shorter periods.

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

CTIF Summary

The Castellan Targeted Income ETF (CTIF) is an actively managed fund that invests in a wide range of U.S. companies, with a focus on stocks that pay dividends. It doesn’t track a set index, but instead follows a total U.S. market income theme, aiming to provide regular cash payouts plus some growth. Its holdings include well-known names like Caterpillar and Broadcom, along with other industrial, tech, and financial companies. Someone might consider CTIF for diversified stock exposure and potential income. A key risk is that stock prices and income can still go up and down with the overall market.
How much will it cost me?The Castellan Targeted Income ETF (CTIF) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, using a specialized strategy to select stocks and enhance income through a covered call overlay.
What would affect this ETF?The Castellan Targeted Income ETF (CTIF) could benefit from strong performance in the U.S. industrials and technology sectors, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact dividend-paying companies and the fund's income strategy, while regulatory changes in key sectors like technology may also pose risks.

CTIF Top 10 Holdings

CTIF’s story is all about industrial muscle with a tech twist. Heavyweights like Parker Hannifin, WW Grainger, Eaton, and Hubbell are doing the heavy lifting, with shares generally rising and giving the fund a solid industrial backbone. Analog Devices adds a fast-climbing tech angle, boosting returns but also upping sensitivity to chip-sector swings. On the softer side, American Express looks a bit mixed and Xylem has been lagging, slightly tugging on performance. Overall, this is a U.S.-centric, income-focused fund leaning hard into industrials with a dash of high-performing tech.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Parker Hannifin6.00%$11.18M$121.41B35.45%
79
Outperform
Snap-on5.98%$11.15M$21.35B30.41%
78
Outperform
WW Grainger5.72%$10.66M$63.41B30.85%
73
Outperform
Goldman Sachs Group5.24%$9.76M$301.20B48.44%
73
Outperform
Xylem5.13%$9.56M$28.08B-8.84%
79
Outperform
General Dynamics5.08%$9.46M$101.02B26.29%
80
Outperform
American Express5.01%$9.34M$240.15B10.28%
80
Outperform
Hubbell B5.00%$9.32M$25.74B16.09%
77
Outperform
Illinois Tool Works4.84%$9.01M$78.47B5.11%
71
Outperform
Ameriprise Financial4.78%$8.91M$43.97B-5.27%
64
Neutral

CTIF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
51.24
Positive
100DMA
50.48
Positive
200DMA
50.15
Positive
Market Momentum
MACD
0.21
Negative
RSI
56.55
Neutral
STOCH
63.88
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CTIF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 51.53, equal to the 50-day MA of 51.24, and equal to the 200-day MA of 50.15, indicating a bullish trend. The MACD of 0.21 indicates Negative momentum. The RSI at 56.55 is Neutral, neither overbought nor oversold. The STOCH value of 63.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CTIF.

CTIF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$185.67M0.45%
74
Outperform
$940.18M0.59%
69
Neutral
$876.23M1.30%
68
Neutral
$799.05M0.45%
74
Outperform
$773.59M0.22%
63
Neutral
$706.70M0.18%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CTIF
Castellan Targeted Income ETF
52.13
3.89
8.06%
SYLD
Cambria Shareholder Yield ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
BGDV
Bahl & Gaynor Dividend ETF
AVTM
Avantis Total Equity Markets ETF
VFMF
Vanguard U.S. Multifactor 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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