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ESLG - ETF AI Analysis

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ESLG

Eventide Large Cap Growth ETF (ESLG)

Rating:71Outperform
Price Target:
ESLG, the Eventide Large Cap Growth ETF, earns a solid overall rating driven largely by its sizable positions in AI-focused leaders like Nvidia, Arista Networks, Lam Research, and Micron, all of which show strong financial performance and positive growth outlooks in data centers and advanced technologies. The rating is held back somewhat by holdings such as GE Vernova and Dell Technologies, where valuation and cash flow or leverage concerns add caution. The main risk factor is the fund’s heavy concentration in high-valuation, AI-related technology names, which could be more volatile if growth expectations are not met.
Positive Factors
Strong Top Technology Holdings
Several of the largest technology positions, including major chip and hardware companies, have shown strong gains, helping drive the fund’s overall performance.
Solid Year-to-Date Performance
The ETF’s year-to-date return has been strong, indicating that its growth-focused strategy has recently been working well for investors.
Sector Diversification Beyond Tech
While technology is the main focus, the fund also holds industrials, financials, health care, and other sectors, which can help spread risk across different parts of the economy.
Negative Factors
Heavy Concentration in Technology
Over half of the portfolio is in the technology sector, which means the fund is highly sensitive to swings in tech stocks.
Limited International Exposure
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and may miss opportunities in other regions.
Moderately High Expense Ratio
The fund’s expense ratio is higher than many broad market index ETFs, which means a larger slice of returns goes toward fees each year.

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

ESLG Summary

Eventide Large Cap Growth ETF (ESLG) is an actively managed fund that invests in large U.S. companies with strong growth potential, while also screening businesses based on Christian-inspired ethical values. It focuses heavily on technology and other growth sectors, with well-known holdings like Nvidia and Broadcom. Someone might consider ESLG if they want long-term growth from big U.S. companies and also care about aligning their investments with their personal values. A key risk is that the fund is heavily tilted toward tech stocks, so its price can rise or fall sharply with changes in the technology sector and overall stock market.
How much will it cost me?The Eventide Large Cap Growth ETF (ESLG) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is higher than average because it’s an actively managed fund, where professionals select stocks based on research and values-based criteria rather than tracking an index.
What would affect this ETF?The Eventide Large Cap Growth ETF (ESLG) could benefit from continued advancements in the technology sector, which makes up nearly half of its portfolio, as well as strong performance from top holdings like Nvidia and Broadcom. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, particularly in sectors like consumer cyclical and financials. Additionally, regulatory changes or shifts in market sentiment toward values-based investing could influence the fund's performance.

ESLG Top 10 Holdings

ESLG is leaning heavily into U.S. tech and AI, with Nvidia sitting in the driver’s seat: its recent upswing, despite some choppiness, is a key engine for the fund. AMD, Micron, and Lam Research add more semiconductor horsepower, though their mixed, sometimes lagging near-term moves can introduce bumps in the road. Dell and Arista Networks have been rising steadily, giving the portfolio a broader AI and cloud backbone. Outside tech, Eli Lilly offers a strong but more measured health care counterweight, while GE Vernova’s recent softness slightly tugs on overall returns.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia10.02%$2.37M$4.86T14.80%
76
Outperform
Broadcom4.07%$962.53K$1.85T31.74%
76
Outperform
Advanced Micro Devices2.78%$659.11K$776.41B174.15%
73
Outperform
Eli Lilly & Co2.65%$627.96K$1.08T45.82%
72
Outperform
Arista Networks2.50%$592.20K$227.10B53.63%
83
Outperform
Lam Research2.41%$570.66K$366.44B199.37%
77
Outperform
Dell Technologies2.18%$514.82K$262.79B229.43%
65
Neutral
Palo Alto Networks2.14%$506.46K$270.44B103.00%
73
Outperform
Automatic Data Processing1.98%$468.07K$106.51B-10.74%
70
Outperform
Micron1.94%$458.71K$929.52B669.69%
79
Outperform

ESLG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.98
Positive
100DMA
26.59
Positive
200DMA
25.77
Positive
Market Momentum
MACD
0.16
Negative
RSI
60.75
Neutral
STOCH
89.65
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.10, equal to the 50-day MA of 27.98, and equal to the 200-day MA of 25.77, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 60.75 is Neutral, neither overbought nor oversold. The STOCH value of 89.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ESLG.

ESLG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$24.27M0.39%
71
Outperform
$92.95M0.65%
75
Outperform
$85.13M0.36%
75
Outperform
$76.65M0.65%
68
Neutral
$70.30M0.39%
73
Outperform
$60.86M0.85%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ESLG
Eventide Large Cap Growth ETF
28.80
3.70
14.74%
AFGR
First Trust Active Factor Large Cap Growth ETF
PRXG
Praxis Impact Large Cap Growth ETF
AQLG
Highland Capital Large Capital Growth ETF
CGGG
Capital Group U.S. Large Growth ETF
EASY
Liberty One Defensive Dividend Growth 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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