RKSG - ETF AI Analysis
Top Page
Ruk Strategic Growth ETF (RKSG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum for investors.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and healthcare names, have shown strong or steady performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, healthcare, financials, industrials, and other sectors help reduce the impact if any one industry struggles.
Negative Factors
High U.S. Market Concentration
Almost all assets are invested in U.S. companies, which limits international diversification and ties the fund closely to the U.S. economy.
Heavy Tilt Toward Technology
A large allocation to the technology sector means the ETF could be more sensitive to swings in tech stocks.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, so fees may slightly reduce long-term returns compared with cheaper alternatives.
RKSG vs. SPDR S&P 500 ETF (SPY)
AUM2.91M
RegionNorth America
Expense Ratio0.50%
Beta0.85
IssuerRuk
Inception DateApr 07, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedRuk Strategic Growth Index - USD - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11
30 Day Avg. Volume486
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
34.71Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering235
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RKSG Summary
Ruk Strategic Growth ETF (RKSG) is a U.S. stock fund that follows the Ruk Strategic Growth Index, focusing on large, well‑known companies with strong growth trends. It owns many big names like Nvidia and Apple, and spreads investments across sectors such as technology, health care, and financials. Someone might consider RKSG if they want long‑term growth from leading U.S. companies in a single, diversified investment instead of picking individual stocks. A key risk is that it leans heavily toward growth and tech‑related companies, so its price can rise and fall more than the overall market.
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 invested. That’s higher than the cost of many basic index ETFs because this fund uses a more specialized, rules-based strategy to select and weight growth stocks instead of simply tracking a broad market index.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and other growth companies like Nvidia, Apple, and Alphabet, so it could benefit if innovation, corporate earnings, and the broader U.S. economy stay strong and if interest rates stabilize or fall, which often supports growth stocks. On the other hand, it could be hurt by higher interest rates, stricter tech regulations, market downturns that hit big growth names, or a shift in investor preference toward value or non-U.S. markets, despite its rules-based approach that aims to manage concentration and valuation risk.
RKSG Top 10 Holdings
RKSG leans heavily on U.S. tech titans, with Nvidia and Apple doing most of the heavy lifting as their AI and device ecosystems keep the growth story humming. Microsoft has been a steady engine in the background, while Alphabet’s recent wobble means it’s not pulling its full weight. Broadcom has been more of a speed bump lately, softening some of the semiconductor shine. Balancing that, health care names like Merck and Eli Lilly are rising, giving the fund a strong U.S.-centric mix of high-growth tech and resilient pharma leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.93% | $317.77K | $5.55T | 37.92% | 76 Outperform | |
| Apple | 7.47% | $217.28K | $4.67T | 33.49% | 79 Outperform | |
| Alphabet Class A | 5.71% | $166.10K | $4.12T | 44.02% | 85 Outperform | |
| Microsoft | 4.70% | $136.71K | $3.71T | 0.95% | 79 Outperform | |
| Eli Lilly & Co | 3.47% | $100.89K | $1.08T | 58.05% | 72 Outperform | |
| Amazon | 2.63% | $76.38K | $2.79T | 11.27% | 71 Outperform | |
| Johnson & Johnson | 2.34% | $67.94K | $663.28B | 54.25% | 78 Outperform | |
| Broadcom | 2.27% | $66.07K | $1.70T | 6.87% | 76 Outperform | |
| Merck & Company | 2.24% | $65.05K | $370.89B | 77.46% | 80 Outperform | |
| Lockheed Martin | 1.85% | $53.83K | $121.23B | 13.23% | 70 Outperform |
RKSG Technical Analysis
Positive
―
Price Trends
28.13
Positive
27.67
Positive
Market Momentum
0.20
Positive
56.96
Neutral
67.18
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RKSG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.80, equal to the 50-day MA of 28.13, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.20 indicates Positive momentum. The RSI at 56.96 is Neutral, neither overbought nor oversold. The STOCH value of 67.18 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RKSG.
RKSG Peer Comparison
Comparison Results
Performance Comparison
RKSG
Ruk Strategic Growth ETF
28.86
3.25
12.69%
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
―
―
―
STXD
Strive 1000 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: ―
Table of Contents