Latest news with #VanguardMid-CapETF
Business Insider
5 days ago
- Business
- Business Insider
Let's Look at Who Owns CoreWeave Stock (CRWV) Ahead of Q2 Earnings
CoreWeave (CRWV), an artificial intelligence (AI)-powered cloud computing company, is set to release its second-quarter results after the market closes today, August 12. Wall Street anticipates a loss per share of $0.23 on revenue of $1.08 billion for the quarter. As the earnings report approaches, many analysts remain cautious, citing concerns such as the stock's high valuation, elevated debt levels, and heavy reliance on its key customer, Microsoft (MSFT). Since its initial public offering (IPO) at $40, CRWV's share price has surged 250%, fueled by strong enthusiasm for AI infrastructure firms. With these factors in mind, it's an opportune moment to review who holds stakes in CoreWeave. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Now, according to TipRanks' ownership page, public companies and individual investors own 74.64% of CRWV. They are followed by insiders, mutual funds, ETFs, and other institutional investors at 22.08%, 1.51%, 1.31%, and 0.47%, respectively. Digging Deeper into CRWV's Ownership Structure Looking closely at top shareholders, Jack D. Cogen owns the highest stake in CoreWeave at 9.55%. Following that is CW Opportunity LLC, which owns about 7.99% of the company. Among the top ETF holders, the Vanguard Total Stock Market ETF (VTI) owns a 0.30% stake in CRWV stock, followed by the Vanguard Mid-Cap ETF (VO), with a 0.21% stake. Moving to mutual funds, Fidelity Contrafund holds about 0.60% of CRWV. Meanwhile, J.P. Morgan Mutual Fund Investment Trust owns 0.26% of the company. Is CRWV a Good Stock to Buy? Overall, Wall Street has a Hold consensus rating on CoreWeave stock based on six Buys, 14 Holds, and two Sell recommendations. The average CRWV stock price target of $108.17 indicates about 22.6% possible downside from current levels.
Yahoo
11-07-2025
- Business
- Yahoo
Should Invesco S&P MidCap 400 GARP ETF (GRPM) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the Invesco S&P MidCap 400 GARP ETF (GRPM), a passively managed exchange traded fund launched on 12/03/2010. The fund is sponsored by Invesco. It has amassed assets over $471.95 million, making it one of the average sized ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies, with market capitalization in the range of $2 billion and $10 billion, offer investors many things that small and large companies don't, including less risk and higher growth opportunities. Thus, companies that fall under this category provide a stable and growth-heavy investment. Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.35%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 0.87%. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Consumer Discretionary sector--about 26.30% of the portfolio. Energy and Industrials round out the top three. Looking at individual holdings, Celsius Holdings Inc (CELH) accounts for about 4.67% of total assets, followed by Halozyme Therapeutics Inc (HALO) and Roivant Sciences Ltd (ROIV). The top 10 holdings account for about 27.7% of total assets under management. GRPM seeks to match the performance of the S&P MIDCAP 400 GARP INDEX before fees and expenses. The S&P MidCap 400 GARP Index seeks to track companies with consistent fundamental growth, reasonable valuation, solid financial strength, and strong earning power. The ETF has added about 1.46% so far this year and is up roughly 0.48% in the last one year (as of 07/11/2025). In the past 52-week period, it has traded between $90.38 and $126.41. The ETF has a beta of 1.09 and standard deviation of 21.77% for the trailing three-year period. With about 60 holdings, it effectively diversifies company-specific risk. Invesco S&P MidCap 400 GARP ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, GRPM is a reasonable option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $84.90 billion in assets, iShares Core S&P Mid-Cap ETF has $98.18 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P MidCap 400 GARP ETF (GRPM): ETF Research Reports Halozyme Therapeutics, Inc. (HALO) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports Celsius Holdings Inc. (CELH) : Free Stock Analysis Report Roivant Sciences Ltd. (ROIV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
24-06-2025
- Business
- Yahoo
Big ETF Inflows of Last Week: SPHQ, VO, VTI & More
ETFs across various categories attracted $37.7 billion in capital last week, bringing year-to-date inflows to $512 billion. This has put 2025 on track to be another trillion-dollar year for inflows.U.S. equity ETFs led the way with $18.4 billion in inflows, followed by $11.8 billion in international ETFs and $2.36 billion in international fixed-income ETFs. Invesco S&P 500 Quality ETF SPHQ, Vanguard Mid-Cap ETF VO, Vanguard Total Stock Market ETF VTI, Vanguard S&P 500 ETF VOO and Vanguard Growth ETF VUG dominated the top creation list last Street logged mixed performances last week. The Nasdaq Composite Index and Dow Jones eked out small gains of 0.2% and less than 0.1%, respectively, for the week, while the S&P 500 dipped 0.2% in its second consecutive week of decline. Escalation in the Middle East tensions continued to weigh on investors' sentiment (read: U.S. Strikes Iranian Nuclear Sites: Sector ETFs to Win/Lose). The Federal Reserve kept its interest rate steady at 4.25-4.5%, signaling a continued "wait-and-see" stance as it monitors the effects of the Trump administration's economic policies. The central bank reaffirmed its outlook for two interest rate cuts before the end of the have detailed the ETFs S&P 500 Quality ETF (SPHQ) Invesco S&P 500 Quality ETF is the top asset creator, pulling in $3.7 billion in capital. It tracks the S&P 500 Quality Index, a benchmark of S&P 500 stocks with the highest-quality score based on three fundamental measures — return on equity, accruals ratio and financial leverage ratio. Holding 115 stocks in its basket, Invesco S&P 500 Quality ETF has amassed $17.2 billion in its asset base and trades at an average daily volume of 1.1 million shares. It charges 15 bps in fees per year and has a Zacks ETF Rank #2 (Buy) with a Medium risk outlook (read: Invest in Quality ETFs to Tap Current Market Trends). Vanguard Mid-Cap ETF (VO)Vanguard Mid-Cap ETF has gathered $3.6 billion in its asset base. It offers exposure to the mid-cap segment of the broad U.S. stock market and tracks the CRSP US Mid-Cap Index. VO holds a well-diversified portfolio of 306 stocks, with each firm holding no more than 1.3% of the total assets. Vanguard Mid-Cap ETF has key holdings in industrials, consumer discretionary, technology and financials. With an AUM of $84.3 billion, it charges investors 4 bps in fees per year and trades in an average daily volume of 608,000 shares. VO has a Zacks ETF Rank #2 with a Medium risk Total Stock Market ETF (VTI)Vanguard Total Stock Market ETF has accumulated $2.7 billion in capital. It provides exposure to the broader stock market by tracking the CRSP US Total Market Index. Vanguard Total Stock Market ETF holds a large basket of well-diversified 3,555 stocks with key holdings in technology, consumer discretionary, industrials, and financials. Vanguard Total Stock Market ETF charges 3 bps in fees per year from investors and trades in an average daily volume of 3 million shares. VTI has amassed $483.4 billion in its asset base and has a Zacks ETF Rank #3 (Hold) with a Medium risk S&P 500 ETF (VOO)Vanguard S&P 500 ETF pulled in $1.9 billion in capital. It tracks the S&P 500 Index and holds 506 stocks in its basket, each accounting for no more than 6.9% of the assets. Vanguard S&P 500 ETF is heavy on the information technology sector, while financials and consumer discretionary round off the next two spots with a double-digit allocation each. Vanguard S&P 500 ETF charges investors 3 bps in annual fees. It has an AUM of $681.9 billion and trades in an average daily volume of 7 million shares. VOO sports a Zacks ETF Rank #1 (Strong Buy) with a Medium risk outlook (read: S&P 500 ETFs Near Record Highs: More Upside in Store?).Vanguard Growth ETF (VUG) Vanguard Growth ETF gathered $1.8 billion in its asset base last week. It offers exposure to the growth segment of large-cap equities and follows the CRSP US Large Cap Growth Index. Vanguard Growth ETF holds 166 stocks in its basket, with key holdings in the technology sector at 58.5% and consumer discretionary at 19.4%. Vanguard Growth ETF has AUM of $169.6 billion and an average daily volume of 1 million shares. It charges 4 bps in fees per year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard Total Stock Market ETF (VTI): ETF Research Reports Vanguard S&P 500 ETF (VOO): ETF Research Reports Invesco S&P 500 Quality ETF (SPHQ): ETF Research Reports Vanguard Growth ETF (VUG): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
16-06-2025
- Business
- Yahoo
Should First Trust Mid Cap Core AlphaDEX ETF (FNX) Be on Your Investing Radar?
Launched on 05/08/2007, the First Trust Mid Cap Core AlphaDEX ETF (FNX) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market. The fund is sponsored by First Trust Advisors. It has amassed assets over $1.11 billion, making it one of the average sized ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies, with market capitalization in the range of $2 billion and $10 billion, offer investors many things that small and large companies don't, including less risk and higher growth opportunities. Thus they have a nice balance of growth potential and stability. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.58%, making it one of the more expensive products in the space. It has a 12-month trailing dividend yield of 1.39%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 20.30% of the portfolio. Consumer Discretionary and Industrials round out the top three. Looking at individual holdings, Hims & Hers Health, Inc. (HIMS) accounts for about 0.51% of total assets, followed by Leonardo Drs, Inc. (DRS) and Duolingo, Inc. (DUOL). The top 10 holdings account for about 4.48% of total assets under management. FNX seeks to match the performance of the Nasdaq AlphaDEX Mid Cap Core Index before fees and expenses. The NASDAQ AlphaDEX Mid Cap Core Index is an enhanced index which employs the AlphaDEX stock selection methodology to select stocks from the NASDAQ US 600 Mid Cap Index. The ETF has lost about -3.30% so far this year and it's up approximately 4.26% in the last one year (as of 06/16/2025). In the past 52-week period, it has traded between $94.92 and $127.28. The ETF has a beta of 1.10 and standard deviation of 21.11% for the trailing three-year period, making it a medium risk choice in the space. With about 451 holdings, it effectively diversifies company-specific risk. First Trust Mid Cap Core AlphaDEX ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, FNX is a reasonable option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $79.98 billion in assets, iShares Core S&P Mid-Cap ETF has $91.94 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Mid Cap Core AlphaDEX ETF (FNX): ETF Research Reports iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports Hims & Hers Health, Inc. (HIMS) : Free Stock Analysis Report Duolingo, Inc. (DUOL) : Free Stock Analysis Report Leonardo DRS, Inc. (DRS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-06-2025
- Business
- Yahoo
Should SPDR S&P MidCap 400 ETF (MDY) Be on Your Investing Radar?
Launched on 05/04/1995, the SPDR S&P MidCap 400 ETF (MDY) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market. The fund is sponsored by State Street Global Advisors. It has amassed assets over $22.21 billion, making it one of the largest ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies, with market capitalization in the range of $2 billion and $10 billion, offer investors many things that small and large companies don't, including less risk and higher growth opportunities. Thus they have a nice balance of growth potential and stability. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.23%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.26%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 22.40% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, U.s. Dollar (CASH_USD) accounts for about 0.79% of total assets, followed by Emcor Group Inc. (EME) and Interactive Brokers Group Inc. Class A (IBKR). The top 10 holdings account for about 6.79% of total assets under management. MDY seeks to match the performance of the S&P MidCap 400 Index before fees and expenses. The S&P MidCap 400 Index is composed of 400 selected stocks listed on national stock exchanges, and spans a broad range of major industry groups. The ETF has lost about -1.59% so far this year and it's up approximately 4.77% in the last one year (as of 06/13/2025). In the past 52-week period, it has traded between $468.22 and $620.12. The ETF has a beta of 1.05 and standard deviation of 20.16% for the trailing three-year period, making it a medium risk choice in the space. With about 402 holdings, it effectively diversifies company-specific risk. SPDR S&P MidCap 400 ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, MDY is a reasonable option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $80.88 billion in assets, iShares Core S&P Mid-Cap ETF has $93.41 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR S&P MidCap 400 ETF (MDY): ETF Research Reports Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report EMCOR Group, Inc. (EME) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
