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DEMZ - AI Analysis
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Democratic Large Cap Core ETF (DEMZ)
Rating:76Outperform
Price Target:
$48.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Lam Research, and Advanced Micro Devices, have delivered strong year-to-date performance, driving the ETF's returns.
Technology Sector Leadership
With nearly half of its exposure in the technology sector, the ETF benefits from the strong performance of leading tech companies.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date gains, indicating strong overall momentum in its portfolio.
Negative Factors
High Sector Concentration
Nearly half of the fund is concentrated in the technology sector, increasing vulnerability to downturns in this industry.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, offering little exposure to international markets.
Moderate Expense Ratio
The fund's expense ratio is higher than some low-cost ETFs, which could slightly reduce long-term returns.
DEMZ vs. SPDR S&P 500 ETF (SPY)
AUM51.28M
RegionNorth America
Expense Ratio0.45%
Beta0.98
IssuerRAM
Inception DateNov 02, 2020
Dividend Yield0.44%
Asset ClassEquity
Index TrackedDemocratic Large Cap Core Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,903
30 Day Avg. Volume2,270
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
50.42Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering47
DEMZ Summary
The Democratic Large Cap Core ETF (DEMZ) is an investment fund that focuses on large U.S. companies aligned with Democratic Party values, such as sustainability, social justice, and ethical governance. It includes well-known companies like Apple and Nvidia, making it a good option for investors who want to support progressive causes while aiming for potential growth from large-cap stocks. With nearly half of its investments in technology companies, DEMZ offers exposure to innovative industries. However, new investors should be aware that its performance can be heavily influenced by the tech sector, which tends to be more volatile.
How much will it cost me?The Democratic Large Cap Core ETF (DEMZ) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to align investments with Democratic Party values and socially responsible principles.
What would affect this ETF?The Democratic Large Cap Core ETF (DEMZ) could benefit from positive trends in the technology sector, which makes up nearly half of its portfolio, as well as increased interest in socially responsible investing and companies focused on sustainability and diversity. However, it may face challenges if regulatory changes or economic conditions negatively impact large-cap tech companies, or if political polarization affects investor sentiment toward value-driven funds like DEMZ.
DEMZ Top 10 Holdings
The Democratic Large Cap Core ETF (DEMZ) leans heavily into technology, with nearly half of its portfolio tied to the sector. Nvidia and AMD are driving the fund’s performance, riding the wave of AI demand and semiconductor growth, while Lam Research adds further momentum with its strong showing in the chip space. On the flip side, Meta Platforms has been lagging recently, weighed down by regulatory challenges and rising expenses. With its U.S.-centric focus and tech-heavy tilt, DEMZ is positioned to benefit from innovation but remains vulnerable to sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.51% | $2.83M | $4.03T | 21.29% | 80 Outperform | |
| Nvidia | 5.49% | $2.82M | $4.93T | 49.55% | 85 Outperform | |
| Microsoft | 5.08% | $2.61M | $3.91T | 26.18% | 82 Outperform | |
| Meta Platforms | 4.70% | $2.41M | $1.67T | 14.32% | 71 Outperform | |
| Lam Research | 4.57% | $2.35M | $202.23B | 115.25% | 77 Outperform | |
| Amphenol | 4.12% | $2.11M | $170.28B | 105.33% | 77 Outperform | |
| KLA | 3.93% | $2.02M | $159.92B | 81.42% | 79 Outperform | |
| Loews | 3.75% | $1.92M | $20.65B | 25.60% | 64 Neutral | |
| Advanced Micro Devices | 3.59% | $1.84M | $413.57B | 80.54% | 77 Outperform | |
| Alphabet Class A | 3.22% | $1.65M | $3.41T | 64.16% | 80 Outperform |
DEMZ Technical Analysis
Positive
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Price Trends
41.68
Positive
40.44
Positive
37.99
Positive
Market Momentum
0.54
Negative
59.23
Neutral
59.39
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DEMZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 42.64, equal to the 50-day MA of 41.68, and equal to the 200-day MA of 37.99, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 59.23 is Neutral, neither overbought nor oversold. The STOCH value of 59.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DEMZ.
DEMZ Peer Comparison
Comparison Results
Performance Comparison
DEMZ
Democratic Large Cap Core ETF
43.19
8.21
23.47%
ONEO
SPDR Russell 1000 Momentum Focus ETF
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BCUS
Bancreek U.S. Large Cap ETF
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UPSD
Aptus Large Cap Upside ETF
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HUSV
First Trust Horizon Managed Volatility Domestic ETF
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EGGY
NestYield Dynamic Income Shield 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.
Disclaimer
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.Date of analysis: ―
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