RKSG - ETF AI Analysis
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Ruk Strategic Growth ETF (RKSG)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Leading Tech Holdings
Several of the largest technology positions, including major chipmakers and internet platforms, have shown strong gains this year, helping drive the ETF’s overall performance.
Broad Sector Diversification
The fund spreads its investments across many sectors such as technology, health care, communication services, financials, and industrials, which can help reduce the impact of weakness in any single industry.
Solid Year-to-Date Performance
The ETF has delivered positive returns so far this year, indicating that its growth-focused strategy has been working in the current market environment.
Negative Factors
High Concentration in Top Stocks
A small group of large positions makes up a significant portion of the portfolio, which increases the fund’s sensitivity to news and price swings in those specific companies.
Mixed Results Among Major Holdings
Some of the biggest positions, including well-known technology and health care names, have shown weak or negative performance this year, which can drag on the fund’s returns if the trend continues.
Heavy U.S. Market Focus
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly exposed to the direction of the U.S. stock market.
RKSG vs. SPDR S&P 500 ETF (SPY)
AUM2.18M
RegionNorth America
Expense Ratio0.50%
Beta0.91
IssuerRuk
Inception DateMar 31, 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. Volume109
30 Day Avg. Volume1,239
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
32.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering244
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 holds many leading names, especially in technology and health care, including Nvidia, Apple, Microsoft, and Amazon, along with firms from financials, industrials, and other sectors. Someone might invest in RKSG to seek long‑term growth while staying diversified across many top U.S. companies instead of picking individual stocks. A key risk is that it leans heavily toward growth and tech‑related stocks, 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 is leaning heavily on U.S. Big Tech, with Nvidia, Apple, Alphabet, and Microsoft forming the core engine of returns. Nvidia and Broadcom have been rising over the past few months on AI enthusiasm, helping power the fund, while Apple and Alphabet remain steady growth anchors despite some recent choppiness. Microsoft and Amazon have been more mixed lately, occasionally dragging on performance as their momentum cools. Balancing this tech tilt, Eli Lilly and other health care names add a defensive counterweight, but the story here is still a U.S.-centric, AI-and-platform-heavy growth lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.96% | $195.21K | $5.10T | 44.72% | 76 Outperform | |
| ― | 8.46% | $184.18K | ― | ― | ― | |
| Apple | 6.66% | $145.13K | $4.38T | 47.40% | 79 Outperform | |
| Alphabet Class A | 6.29% | $136.90K | $4.46T | 111.68% | 85 Outperform | |
| Microsoft | 3.97% | $86.46K | $2.82T | -24.42% | 79 Outperform | |
| Eli Lilly & Co | 3.34% | $72.70K | $1.03T | 43.01% | 72 Outperform | |
| Broadcom | 2.68% | $58.36K | $1.96T | 54.52% | 76 Outperform | |
| Johnson & Johnson | 2.19% | $47.75K | $549.78B | 52.85% | 78 Outperform | |
| Amazon | 2.06% | $44.96K | $2.63T | 11.66% | 71 Outperform | |
| Merck & Company | 1.96% | $42.63K | $281.24B | 44.06% | 80 Outperform |
RKSG Technical Analysis
Positive
―
Price Trends
27.29
Positive
Market Momentum
-0.01
Negative
58.69
Neutral
35.81
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 27.08, equal to the 50-day MA of 27.29, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 58.69 is Neutral, neither overbought nor oversold. The STOCH value of 35.81 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
27.56
1.95
7.61%
AFGR
First Trust Active Factor Large Cap Growth ETF
―
―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
―
―
―
AQLG
Highland Capital Large Capital Growth ETF
―
―
―
STXD
Strive 1000 Dividend Growth 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.
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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