TILT - ETF AI Analysis
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FlexShares Morningstar US Market Factor Tilt Index Fund (TILT)
TILT vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.22B
- Region
- North America
- Expense Ratio
- 0.25%
- Beta
- 0.96
- Issuer
- Northern Trust
- Inception Date
- Sep 16, 2011
- Dividend Yield
- 1.07%
- Asset Class
- Equity
- Index Tracked
- Morningstar US Market Factor Tilt Index
TILT Summary
TILT is an ETF that follows the Morningstar US Market Factor Tilt Index, aiming to cover almost the entire U.S. stock market while giving a bit more weight to smaller and value-style companies. It holds many well-known names like Apple and Microsoft, along with hundreds of other stocks across technology, finance, health care, and more, making it a one-stop way to diversify within U.S. equities. Someone might invest in TILT to seek long-term growth while spreading risk across many companies and sectors. A key risk is that it can still go up and down with the overall stock market, and smaller/value stocks can be more volatile.
How much will it cost me?
TILT has an expense ratio of 0.25%, which means you’ll pay about $2.50 per year for every $1,000 invested. This cost is a bit higher than many plain-vanilla index ETFs because TILT uses a more complex, factor-tilted strategy rather than simple passive market tracking.
What would affect this ETF?
TILT could benefit if the U.S. economy stays healthy and technology and other growth-oriented sectors continue to do well, since it is heavily invested in major tech names like Nvidia, Apple, and Microsoft while also tilting toward smaller and value stocks that may gain if investors favor cheaper companies. On the downside, a U.S. slowdown, rising interest rates, or regulatory pressure on big tech firms could hurt its largest holdings, and smaller value stocks may struggle more than large companies during periods of market stress or weak economic growth.
TILT Top 10 Holdings
TILT may tilt toward smaller value names, but its story right now is still being written by Big Tech. Apple and Microsoft are quietly rising, giving the fund a steady tailwind, while Amazon adds support as its core businesses regain momentum. On the flip side, Nvidia has cooled off lately, and both Alphabet share classes are clearly lagging, acting as a brake on returns. With a heavy U.S. technology tilt and added punch from Micron’s surging chip exposure, this ETF is firmly anchored in the American growth-and-innovation trade.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 5.08% | $112.17M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 5.19% | $114.65M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 4.01% | $88.64M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 2.46% | $54.27M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 1.69% | $37.39M | $3.41T | -0.58% | 85Outperform |
 META | Meta Platforms | 1.73% | $38.34M | $1.57T | -7.72% | 76Outperform |
 AVGO | Broadcom | 1.64% | $36.34M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 1.37% | $30.18M | $3.41T | -1.31% | 82Outperform |
 MU | Micron | 1.33% | $29.34M | $1.00T | 294.96% | 79Outperform |
 BRK.B | Berkshire Hathaway B | 1.26% | $27.82M | $1.16T | 13.37% | 66Neutral |
TILT Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TILT, the sentiment is Negative. The current price of 278.37 is below the 20-day moving average (MA) of 280.86, below the 50-day MA of 280.84, and above the 200-day MA of 267.11, indicating a neutral trend. The MACD of 0.07 indicates Negative momentum. The RSI at 44.46 is Neutral, neither overbought nor oversold. The STOCH value of 73.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for TILT.
TILT Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| TILT | $278.37 | $309.00(11.01% Upside) | $2.22B | 0.25% | 72Outperform |
 BBUS | $136.12 | $168.40(23.71% Upside) | $9.75B | 0.02% | 73Outperform |
 QLTY | $43.56 | $52.77(21.15% Upside) | $5.49B | 0.50% | 75Outperform |
 DSI | $142.93 | $178.56(24.93% Upside) | $5.47B | 0.25% | 74Outperform |
 VTHR | $332.77 | $419.60(26.09% Upside) | $4.90B | 0.06% | 73Outperform |
 AKRE | $59.09 | $71.20(20.49% Upside) | $4.89B | 0.98% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 278.37 | 34.86 | 14.32% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 136.12 | 13.64 | 11.14% | |
| QLTY | GMO U.S. Quality ETF | 43.56 | 6.51 | 17.56% | |
| DSI | iShares MSCI KLD 400 Social ETF | 142.93 | 14.04 | 10.90% | |
| VTHR | Vanguard Russell 3000 ETF | 332.77 | 35.06 | 11.78% | |
| AKRE | Akre Focus ETF | 59.09 | -5.54 | -8.57% |
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.