Aztlan Global Stock Selection Dm SMID ETF (AZTD) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
P/E 19.88 means the share price is 19.88 times one year of earnings per share. Beta 1.17: the stock has moved about 17% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Jun 1, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAztlan Global Stock Selection Dm SMID ETF (AZTD) trades at $31.06. Aztlan Global Stock Selection DM SMID ETF (AZTD) aims to replicate the Solactive Aztlan Global Developed Markets SMID Cap Index's performance. Sector: Financials.
Price as of · Last analyzed: Jun 1, 2026Analyst Coverage for AZTD: AZTD does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Aztlan Global Stock Selection Dm SMID ETF (AZTD) Financial Services Profile
Aztlan Global Stock Selection DM SMID ETF (AZTD) tracks the Solactive Aztlan Global Developed Markets SMID Cap Index, utilizing a proprietary 6-factor model to select its top 27 holdings. This ETF focuses on delivering performance mirroring the index, appealing to investors seeking exposure to global developed market small and mid-cap stocks.
What Is the Investment Thesis for AZTD?
Aztlan Global Stock Selection DM SMID ETF (AZTD), with a market capitalization of $0.03 billion and a beta of 1.17, presents a focused investment in global developed market small and mid-cap stocks. The ETF's value proposition lies in its proprietary 6-factor model, which selects only the top 27 stocks based on fundamental analysis. This concentrated approach has the potential to deliver alpha if the model effectively identifies outperformers. However, the fund's concentrated nature also introduces higher idiosyncratic risk. A key catalyst is the continued adoption of quantitative investing strategies, which could drive increased demand for AZTD. Conversely, a prolonged period of underperformance by the 6-factor model could lead to investor outflows. The absence of a dividend yield may deter income-seeking investors.
Based on FMP financials and quantitative analysis
AZTD Key Highlights
Tracks the Solactive Aztlan Global Developed Markets SMID Cap Index, providing exposure to global SMID-cap equities.
- Employs a proprietary 6-factor model to select the top 27 stocks, focusing on fundamental strength.
- Concentrated portfolio may lead to higher volatility compared to broader market ETFs.
- Market capitalization of $0.03 billion indicates a relatively small fund size.
- Beta of 1.17 suggests slightly higher volatility than the overall market.
Who Are AZTD's Competitors?
AZTD is benchmarked below against 6 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| IWM iShares Russell 2000 ETF | $281.37 | -0.71% | $77.9B | — |
| IJH iShares Core S&P Mid-Cap ETF | $74.00 | +0.43% | $120B | — |
| XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $47.81 | -0.64% | $2.28B | — |
| APO Apollo Global Management, Inc. | $115.95 | +0.52% | $66.4B | 55 5-pillar |
| ALTI AlTi Global, Inc. | $2.88 | -2.37% | $428M | — |
| GROW U.S. Global Investors, Inc. | $2.92 | +0.69% | $36.3M | 57 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AZTD's Key Strengths?
Proprietary 6-factor model for stock selection.
- Targeted exposure to global SMID-cap equities.
- ETF structure provides liquidity and transparency.
What Are AZTD's Weaknesses?
Concentrated portfolio may lead to higher volatility.
- Relatively small market capitalization.
- Dependence on the effectiveness of the 6-factor model.
What Are the Key Risks for AZTD?
Underperformance of the 6-factor model leading to investor outflows.
- Increased competition from other ETFs and actively managed funds.
- Changes in market conditions negatively impacting SMID-cap equities.
- Fluctuations in global economic growth affecting developed markets.
What Are AZTD's Competitive Advantages?
- Proprietary 6-factor model provides a unique approach to stock selection.
- Established track record of tracking the Solactive Aztlan Global Developed Markets SMID Cap Index.
- ETF structure offers liquidity and transparency to investors.
What Does AZTD Do?
The Aztlan Global Stock Selection DM SMID ETF (AZTD) is designed to mirror the performance of the Solactive Aztlan Global Developed Markets SMID Cap Index, before accounting for fees and expenses. This ETF provides investors with targeted exposure to small and mid-capitalization companies within developed global markets. AZTD employs a quantitative approach, selecting its holdings based on a proprietary six-factor model. This model analyzes various fundamental factors to identify companies with strong financial characteristics and growth potential. The ETF's strategy is to hold a concentrated portfolio of approximately 27 stocks, representing the highest-ranked companies according to the model. By focusing on a select number of fundamentally sound companies, AZTD aims to deliver superior risk-adjusted returns compared to broader market indices. The ETF is managed with the goal of maintaining close tracking to its benchmark index, while also seeking to optimize portfolio construction and minimize transaction costs. AZTD is structured as an exchange-traded fund, offering investors daily liquidity and transparency. The ETF's investment objective and strategy are clearly defined, making it a suitable option for investors seeking a rules-based approach to global SMID-cap investing.
What Products and Services Does AZTD Offer?
- Tracks the performance of the Solactive Aztlan Global Developed Markets SMID Cap Index.
- Selects the top 27 stocks based on a proprietary 6-factor model.
- Provides exposure to small and mid-capitalization companies in developed global markets.
- Offers a rules-based approach to global SMID-cap investing.
- Seeks to deliver superior risk-adjusted returns compared to broader market indices.
- Provides daily liquidity and transparency through its ETF structure.
How Does AZTD Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net investor inflows.
- Expenses include index licensing fees, administrative costs, and marketing expenses.
What Industry Does AZTD Operate In?
The global asset management industry is characterized by increasing competition and a growing demand for specialized investment products. ETFs, like AZTD, have gained popularity due to their low cost and transparency. The SMID-cap segment of the market offers opportunities for growth, but also presents challenges in terms of liquidity and research coverage. AZTD competes with other global SMID-cap ETFs and actively managed funds. The fund's success depends on the effectiveness of its proprietary 6-factor model in identifying outperformers within the global SMID-cap universe.
Who Are AZTD's Key Customers?
- Institutional investors seeking exposure to global SMID-cap equities.
- Financial advisors allocating assets on behalf of their clients.
- Retail investors using ETFs for portfolio diversification.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -4.5%.
AZTD Financials
Bull Case vs Bear Case
Bull Case
- Proprietary 6-factor model for stock selection.
- Targeted exposure to global SMID-cap equities.
- ETF structure provides liquidity and transparency.
- Ongoing: Increased adoption of quantitative investment strategies.
Bear Case
- Concentrated portfolio may lead to higher volatility.
- Relatively small market capitalization.
- Dependence on the effectiveness of the 6-factor model.
- Potential: Underperformance of the 6-factor model leading to investor outflows.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · June 2026
AZTD Latest News
No recent news available for AZTD.
AZTD Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AZTD.
Price Targets
Wall Street price target analysis for AZTD.
AZTD MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AZTD; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Aztlan Global Stock Selection Dm SMID ETF (AZTD) — Financials
What are the main risks for AZTD?
The primary risks associated with Aztlan Global Stock Selection Dm SMID ETF (AZTD) include market risk, concentration risk, and model risk.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The analysis is based on limited information available for Aztlan Global Stock Selection Dm SMID ETF.
- The effectiveness of the proprietary 6-factor model is a key determinant of the fund's performance.