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TSCM - ETF AI Analysis

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TSCM

TimesSquare Quality Mid Cap Growth ETF (TSCM)

Rating:69Neutral
Price Target:
TSCM’s rating suggests it is a solid, but not top-tier, mid-cap growth ETF, supported by several high-quality companies with strong business momentum. Standout holdings like Comfort Systems USA, Argenx, Cintas, and Dynatrace help lift the fund’s quality through robust revenue growth, positive earnings calls, and strategic progress, while some positions such as ServiceTitan and Axon introduce caution due to profitability, valuation, and bearish technical signals. The main risk is that many holdings share similar growth-focused profiles with high valuations and some bearish or volatile technical trends, which can increase sensitivity to market downturns.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past three months and solid year-to-date results, indicating positive recent momentum.
Sector Diversification
Holdings spread across technology, industrials, health care, consumer, financials, and other sectors help reduce the impact of weakness in any single industry.
Healthy Size for a Specialized Fund
The fund’s assets under management are sizable for a focused mid-cap growth strategy, suggesting it has attracted a meaningful base of investor capital.
Negative Factors
High U.S. Concentration
With most assets in U.S. companies and very limited exposure to other countries, investors are heavily tied to the U.S. market.
Mixed Top Holding Performance
Several of the largest positions have shown weak or negative year-to-date performance, which can drag on overall returns even as some holdings perform strongly.
Moderate Expense Ratio
The fund’s fee is not extremely high but is meaningfully above what many broad market index ETFs charge, slightly reducing net returns over time.

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

TSCM Summary

The TimesSquare Quality Mid Cap Growth ETF (TSCM) is an actively managed fund that focuses on medium‑sized U.S. companies with strong business fundamentals and room to grow. It doesn’t track a fixed index, but instead selects about 30–40 stocks across many sectors, including technology, industrials, and health care. Well-known holdings include Axon Enterprise and Take-Two Interactive. An investor might choose this ETF to seek long-term growth while spreading money across different industries. A key risk is that mid-cap growth stocks can be more volatile, so the value of the ETF can go up and down significantly with the market.
How much will it cost me?This ETF has an expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals selecting a focused portfolio of mid-cap growth stocks instead of simply tracking an index.
What would affect this ETF?This ETF could benefit if the U.S. economy continues to grow, supporting mid-sized technology, industrial, and consumer companies, and if innovation and digital trends help its top holdings in software, financial services, and energy infrastructure. On the other hand, it could face challenges from higher interest rates, an economic slowdown that hurts mid-cap growth stocks more than larger, steadier companies, or new regulations affecting U.S. tech, financial, or energy businesses.

TSCM Top 10 Holdings

This mid-cap growth fund leans heavily on U.S. tech and industrial names, with software players like Samsara and Dynatrace helping to keep performance humming despite some recent choppiness. Comfort Systems has been a standout, acting like a turbocharger from the industrial side, while Interactive Brokers has quietly added steady fuel from financials. On the flip side, ServiceTitan and Axon have been more mixed, occasionally tapping the brakes. Overall, the ETF is U.S.-centric, tech-tilted, and driven by a handful of rising mid-cap innovators rather than mega-cap giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
ServiceTitan, Inc. Class A3.69%$1.74M$7.47B-29.15%
52
Neutral
Samsara3.64%$1.71M$21.00B-4.02%
69
Neutral
Vertiv Holdings3.60%$1.69M$115.44B152.23%
77
Outperform
Astera Labs, Inc.3.59%$1.69M$69.66B368.84%
68
Neutral
Carpenter Technology3.56%$1.68M$29.67B114.31%
75
Outperform
Curtiss-Wright3.54%$1.67M$28.08B59.29%
74
Outperform
Evercore Partners3.50%$1.65M$13.25B21.50%
76
Outperform
Ionis Pharmaceuticals3.50%$1.65M$13.52B108.83%
61
Neutral
JFrog3.47%$1.63M$11.48B131.80%
73
Outperform
EMCOR Group3.46%$1.63M$34.43B41.94%
73
Outperform

TSCM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
20.01
Positive
100DMA
19.29
Positive
200DMA
Market Momentum
MACD
0.37
Negative
RSI
62.42
Neutral
STOCH
80.02
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TSCM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 20.58, equal to the 50-day MA of 20.01, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.37 indicates Negative momentum. The RSI at 62.42 is Neutral, neither overbought nor oversold. The STOCH value of 80.02 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSCM.

TSCM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$47.25M0.55%
69
Neutral
$46.71M0.80%
68
Neutral
$35.38M0.59%
69
Neutral
$24.16M0.30%
71
Outperform
$8.11M0.35%
68
Neutral
$6.63M0.23%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSCM
TimesSquare Quality Mid Cap Growth ETF
21.20
1.42
7.18%
KMID
Virtus KAR Mid-Cap ETF
MMID
MFS Active Mid Cap ETF
JMID
Janus Henderson Mid Cap Growth Alpha ETF
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
FEMG
Fidelity Enhanced Mid Cap 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: ―
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