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NIXT - ETF AI Analysis

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NIXT

Research Affiliates Deletions ETF (NIXT)

Rating:62Neutral
Price Target:
NIXT, the Research Affiliates Deletions ETF, has a solid but not top-tier rating, largely supported by strong holdings like Qualys and Okta, which bring robust profitability, healthy cash flow, and positive growth momentum in cybersecurity and AI security. However, weaker positions such as Integra Lifesciences, Maravai Lifesciences, and Newell Brands, all facing profitability and revenue pressures, weigh on the fund’s overall quality. A key risk factor is the fund’s exposure to several companies with financial challenges and leverage issues, which could increase volatility and limit upside if their turnarounds falter.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum.
Well-Performing Top Holdings
Many of the largest positions, including several technology, health care, and energy names, have delivered strong year-to-date results that support the fund’s overall performance.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of the returns generated by its holdings.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, which limits global diversification and ties results closely to the U.S. market.
Sector Tilts May Increase Risk
Large weights in technology, consumer cyclical, and health care mean the fund could be more sensitive to downturns in these specific industries.
Small Asset Base
The ETF manages a relatively modest amount of assets, which can sometimes lead to lower trading volume and wider bid-ask spreads for investors.

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

NIXT Summary

NIXT is the Research Affiliates Deletions ETF, which follows the Research Affiliates Deletions Index. It focuses on U.S. companies that were recently removed from major stock indexes, aiming to find overlooked, potentially undervalued stocks. The fund spreads investments across many sectors, including technology, consumer, and health care. Well-known holdings include Okta and ManpowerGroup. Someone might invest in NIXT to seek long-term growth and diversification by buying stocks that may have been unfairly sold off. A key risk is that these deleted stocks can be more volatile and may go up or down more than the overall market.
How much will it cost me?The Research Affiliates Deletions ETF (NIXT) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund, which typically has lower costs compared to actively managed funds.
What would affect this ETF?The NIXT ETF, with its focus on undervalued stocks recently removed from major indices, could benefit from a rebound in overlooked sectors like Technology and Health Care, which make up a significant portion of its holdings. However, economic uncertainty, rising interest rates, or regulatory changes affecting smaller or value-oriented companies could negatively impact its performance. Its U.S.-centric exposure also ties its success closely to the health of the domestic economy.

NIXT Top 10 Holdings

NIXT is leaning into a quirky mix of U.S. value names that have fallen out of major indexes, with tech, consumer, and health care doing most of the heavy lifting. Cybersecurity players like Okta and Qualys have been rising, giving the fund a helpful tech tailwind, while Tenable adds to that theme with more mixed momentum. On the consumer side, CarMax is trying to regain its footing, and ManpowerGroup’s rebound has been steady but still feels fragile. Health names such as Maravai and Integra remain lagging, acting as a brake on overall performance.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Okta0.85%$343.89K$24.67B49.20%
75
Outperform
Maravai Lifesciences Holdings0.83%$338.63K$1.70B189.43%
49
Neutral
Insight Enterprises0.78%$316.23K$3.89B7.08%
62
Neutral
Avantor0.76%$308.69K$9.32B21.30%
48
Neutral
PBF Energy0.75%$304.17K$8.57B233.39%
55
Neutral
Qualys0.72%$294.05K$5.10B10.89%
78
Outperform
ManpowerGroup0.72%$293.64K$2.44B33.55%
54
Neutral
Integra Lifesciences0.72%$293.03K$1.29B35.26%
45
Neutral
TriNet Group0.70%$282.45K$3.02B4.14%
58
Neutral
Tenable Holdings0.69%$281.10K$3.60B6.77%
61
Neutral

NIXT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
32.11
Positive
100DMA
30.60
Positive
200DMA
28.68
Positive
Market Momentum
MACD
0.44
Negative
RSI
62.42
Neutral
STOCH
78.72
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NIXT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.01, equal to the 50-day MA of 32.11, and equal to the 200-day MA of 28.68, indicating a bullish trend. The MACD of 0.44 indicates Negative momentum. The RSI at 62.42 is Neutral, neither overbought nor oversold. The STOCH value of 78.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NIXT.

NIXT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$40.11M0.19%
62
Neutral
$95.51M0.55%
61
Neutral
$89.62M0.69%
69
Neutral
$78.25M0.75%
71
Outperform
$27.52M0.80%
67
Neutral
$6.09M0.88%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NIXT
Research Affiliates Deletions ETF
33.97
9.80
40.55%
CVSM
CresAlta Small and Mid-Cap ETF
OASC
OneAscent Small Cap Core ETF
SMOX
Horizon Small/Mid Cap Core Equity ETF
DEEP
Roundhill Acquirers Deep Value ETF
EPSV
Harbor SMID Cap Value 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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