TOV - ETF AI Analysis
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JLens 500 Jewish Advocacy U.S. ETF (TOV)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Recent Performance
The fund’s returns over the past year-to-date and recent months have been solid, suggesting its strategy has been working well in the current market.
Leading Technology and Chip Stocks
Several of the largest holdings, especially major technology and semiconductor companies, have shown strong gains, helping drive the ETF’s performance.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in the technology sector, the fund could be more volatile and sensitive if tech stocks fall out of favor.
Concentration in a Few Mega-Cap Stocks
A small number of big-name companies make up a significant portion of the portfolio, increasing the impact if any one of them performs poorly.
Mixed Results Among Top Holdings
Some of the largest positions have recently shown weak or negative performance, which could weigh on future returns if that trend continues.
TOV vs. SPDR S&P 500 ETF (SPY)
AUM279.63M
RegionNorth America
Expense Ratio0.18%
Beta0.99
IssuerJLens
Inception DateFeb 26, 2025
Dividend Yield0.83%
Asset ClassEquity
Index TrackedJLens 500 Jewish Advocacy U.S. Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,056
30 Day Avg. Volume10,957
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
39.17Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering496
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
TOV Summary
TOV, the JLens 500 Jewish Advocacy U.S. ETF, is a fund that follows the JLens 500 Jewish Advocacy U.S. Index, which focuses on large U.S. companies while applying Jewish ethical and social justice principles. It holds many well-known names like Apple and Nvidia, giving investors broad exposure to the U.S. stock market, especially technology and other major sectors. Someone might invest in TOV to seek long-term growth while aligning their money with their values. A key risk is that it is heavily tilted toward large U.S. tech stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The JLens 500 Jewish Advocacy U.S. ETF (TOV) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as many similar funds typically charge higher fees due to their specialized strategies and ethical considerations.
What would affect this ETF?The TOV ETF, with its focus on large-cap U.S. stocks and significant exposure to the technology sector, could benefit from continued innovation and growth in tech companies like Nvidia, Microsoft, and Apple. However, it may face challenges from rising interest rates, which can negatively impact high-growth sectors, and broader economic slowdowns that could affect consumer spending and financial markets. Additionally, regulatory changes in the tech industry or shifts in ethical investing trends could influence its performance.
TOV Top 10 Holdings
TOV is powered by a familiar Big Tech engine, with Microsoft and Nvidia doing much of the heavy lifting as their cloud and AI stories keep the fund’s tech sleeve rising. Alphabet and Amazon are more of a mixed bag, helping over the longer run but wobbling in recent months. Apple feels like it’s losing a bit of steam, and Broadcom’s recent softness isn’t helping the semiconductor side. With all major holdings rooted in large U.S. names, this is a domestically focused, tech-tilted ETF with a few high-profile stocks steering the ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.63% | $21.44M | $5.15T | 24.46% | 76 Outperform | |
| Apple | 7.32% | $20.55M | $4.85T | 41.67% | 79 Outperform | |
| Microsoft | 5.63% | $15.82M | $3.64T | -2.10% | 79 Outperform | |
| Alphabet Class A | 5.16% | $14.50M | $4.17T | 37.81% | 85 Outperform | |
| Amazon | 3.66% | $10.28M | $2.65T | 6.19% | 71 Outperform | |
| Broadcom | 2.37% | $6.66M | $1.62T | 0.56% | 76 Outperform | |
| Meta Platforms | 2.22% | $6.24M | $1.72T | -12.55% | 76 Outperform | |
| Micron | 1.56% | $4.39M | $1.05T | 478.78% | 79 Outperform | |
| Tesla | 1.55% | $4.36M | $1.41T | -15.92% | 73 Outperform | |
| Eli Lilly & Co | 1.49% | $4.19M | $1.07T | 51.05% | 72 Outperform |
TOV Technical Analysis
Positive
―
Price Trends
32.00
Positive
31.56
Positive
30.07
Positive
Market Momentum
-0.02
Positive
50.63
Neutral
17.22
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TOV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.23, equal to the 50-day MA of 32.00, and equal to the 200-day MA of 30.07, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 50.63 is Neutral, neither overbought nor oversold. The STOCH value of 17.22 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TOV.
TOV Peer Comparison
Comparison Results
Performance Comparison
TOV
JLens 500 Jewish Advocacy U.S. ETF
32.18
4.37
15.71%
IUS
Invesco RAFI Strategic US ETF
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―
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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―
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
―
SPHB
Invesco S&P 500 High Beta ETF
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―
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INFO
Harbor PanAgora Dynamic Large Cap Core 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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