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TILT - ETF AI Analysis

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TILT

FlexShares Morningstar US Market Factor Tilt Index Fund (TILT)

Rating:72Outperform
Price Target:
TILT’s rating reflects a solid overall quality, supported by major positions in leaders like Microsoft, Apple, and Alphabet, which benefit from strong financial performance and long-term growth in cloud, AI, and services. Holdings such as Amazon and Meta add growth potential but bring some short-term weakness and valuation concerns, which slightly weigh on the fund’s rating. The main risk factor is the fund’s heavy tilt toward large U.S. technology and AI-focused companies, which can increase sensitivity to sector-specific downturns and high-valuation pressures.
Positive Factors
Strong Overall Performance
The fund’s recent returns over the year-to-date and past few months have been strong, showing solid momentum.
Leading Technology Holdings
Top positions in major technology companies like Nvidia, Apple, and Micron have delivered strong gains, helping drive the ETF’s results.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, financials, consumer, health care, and industrials, which helps reduce reliance on any single industry.
Negative Factors
Heavy U.S. Market Focus
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Concentration in Mega-Cap Tech
A meaningful portion of the portfolio is tied up in a handful of large technology names, increasing sensitivity to swings in that segment of the market.
Mixed Performance Among Top Holdings
While several major positions have performed well, some large holdings like Microsoft and Meta have shown weaker results, which can drag on overall returns.

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

TILT Summary

TILT is an ETF that follows the Morningstar US Market Factor Tilt Index, giving you broad exposure to the U.S. stock market while leaning a bit more toward smaller and value-oriented companies. It holds many familiar names like Apple, Nvidia, Microsoft, and Amazon, along with hundreds of other U.S. stocks across technology, finance, health care, and more. Someone might invest in TILT to get diversified access to the whole U.S. market with a slight tilt toward areas that may offer higher long-term growth. A key risk is that its stock prices can rise and fall with the overall market, especially U.S. stocks.
How much will it cost me?The expense ratio for TILT is 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it uses a specialized strategy to tilt towards smaller cap and value stocks, which requires more active adjustments.
What would affect this ETF?TILT's focus on smaller and value-oriented U.S. stocks could benefit from economic recovery or increased investor interest in undervalued companies, while its significant exposure to technology and financial sectors may drive growth during periods of innovation or strong corporate earnings. However, rising interest rates or economic slowdowns could negatively impact smaller companies and sectors like technology and consumer cyclical, which are sensitive to market conditions. Regulatory changes affecting major holdings like Nvidia, Apple, and Microsoft could also pose risks to the ETF's performance.

TILT Top 10 Holdings

TILT is riding a powerful tech wave, with Nvidia, Microsoft, and Micron doing much of the heavy lifting thanks to their strong momentum in AI and cloud computing. Microsoft looks especially steady and rising, while Micron has been a standout winner, giving the fund extra juice from the semiconductor side. On the flip side, Meta and Broadcom have been more mixed to lagging lately, softening some of that tech shine. Apple and Amazon are still solid anchors, but Apple is losing a bit of steam. Overall, this is a U.S.-focused fund with a clear tilt toward Big Tech and chipmakers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia5.47%$121.86M$5.55T32.19%
76
Outperform
Apple4.75%$105.81M$4.67T34.93%
79
Outperform
Microsoft3.75%$83.61M$3.71T-0.89%
79
Outperform
Amazon2.57%$57.14M$2.79T7.86%
71
Outperform
Alphabet Class A2.00%$44.44M$4.12T41.20%
85
Outperform
Meta Platforms1.69%$37.71M$1.57T-19.88%
76
Outperform
Broadcom1.68%$37.49M$1.70T6.30%
76
Outperform
Alphabet Class C1.59%$35.50M$4.12T39.75%
82
Outperform
Micron1.44%$31.96M$1.15T673.31%
79
Outperform
JPMorgan Chase1.22%$27.09M$953.33B18.69%
72
Outperform

TILT Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
280.42
Negative
100DMA
274.67
Positive
200DMA
261.91
Positive
Market Momentum
MACD
0.22
Positive
RSI
42.41
Neutral
STOCH
16.29
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TILT, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 283.76, equal to the 50-day MA of 280.42, and equal to the 200-day MA of 261.91, indicating a neutral trend. The MACD of 0.22 indicates Positive momentum. The RSI at 42.41 is Neutral, neither overbought nor oversold. The STOCH value of 16.29 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for TILT.

TILT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.22B0.25%
72
Outperform
$9.27B0.02%
74
Outperform
$5.52B0.25%
74
Outperform
$5.32B0.98%
70
Neutral
$5.23B0.50%
75
Outperform
$4.87B0.06%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
279.29
41.09
17.25%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
DSI
iShares MSCI KLD 400 Social ETF
AKRE
Akre Focus ETF
QLTY
GMO U.S. Quality ETF
VTHR
Vanguard Russell 3000 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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