Running Oak Efficient Growth ETF (RUNN) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.83: the stock has moved about 17% less 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 Mar 18, 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 AnswerRunning Oak Efficient Growth ETF (RUNN) trades at $32.68. Running Oak Efficient Growth ETF (RUNN) is an actively managed investment fund focused on achieving long-term capital growth. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for RUNN: RUNN does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Running Oak Efficient Growth ETF (RUNN) Financial Services Profile
Running Oak Efficient Growth ETF (RUNN) is an actively managed fund targeting long-term capital appreciation. Operating within the asset management sector, RUNN distinguishes itself through its active management strategy, focusing on efficient growth. The ETF's performance is influenced by market volatility and the fund manager's investment acumen.
What Is the Investment Thesis for RUNN?
The investment thesis for Running Oak Efficient Growth ETF (RUNN) centers on its active management approach and the potential for long-term capital appreciation. With a beta of 0.83, RUNN exhibits lower volatility compared to the broader market, which may appeal to risk-averse investors. Key value drivers include the fund manager's expertise in identifying growth opportunities and the ability to adapt the portfolio to changing market conditions. Upcoming catalysts include potential shifts in market sentiment towards growth stocks and successful execution of the fund's investment strategy. Potential risks include market downturns and underperformance relative to benchmark indices. The fund's success hinges on its ability to consistently generate competitive returns while managing risk effectively.
Based on FMP financials and quantitative analysis
RUNN Key Highlights
Market Cap of $0.39B indicates a mid-sized fund within the asset management landscape.
- Beta of 0.83 suggests lower volatility compared to the overall market, potentially appealing to risk-averse investors.
- Actively managed investment strategy allows for flexibility in adapting to changing market conditions.
- Focus on long-term capital growth aligns with investors seeking wealth accumulation over time.
- Absence of dividend yield indicates a focus on reinvesting earnings for future growth rather than immediate income.
Who Are RUNN's Competitors?
RUNN is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AGOX Adaptive ETFs - Adaptive Alpha Opportunities ETF | $33.51 | +0.12% | $397M | — |
| CSMD Congress SMID Growth ETF | $34.60 | +1.79% | $503M | — |
| DAUG FT Vest U.S. Equity Deep Buffer ETF - August | $47.76 | +0.40% | $369M | — |
| DMAR FT Vest U.S. Equity Deep Buffer ETF - March | $45.82 | +0.22% | $457M | — |
| GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | $64.10 | +0.41% | $455M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are RUNN's Key Strengths?
Actively managed approach allows for flexibility.
- Focus on long-term capital growth.
- Experienced fund management team.
What Are RUNN's Weaknesses?
Performance dependent on fund manager's decisions.
- Management fees can be higher than passively managed ETFs.
- Potential for underperformance relative to benchmark indices.
What Are the Key Risks for RUNN?
Market downturns can negatively impact performance.
- Underperformance relative to benchmark indices.
- Increased competition from other asset management firms.
- Changes in investor sentiment towards active management.
What Are RUNN's Competitive Advantages?
- Expertise of the fund manager in identifying growth opportunities.
- Established track record of generating competitive returns.
- Actively managed approach allows for flexibility in adapting to changing market conditions.
What Does RUNN Do?
Running Oak Efficient Growth ETF (RUNN) is an actively managed investment strategy designed to achieve long-term capital growth. As an exchange-traded fund (ETF), RUNN provides investors with a diversified portfolio managed by experienced professionals. The fund's investment decisions are guided by in-depth market analysis and a focus on identifying companies with strong growth potential. RUNN operates within the asset management industry, a segment of the financial services sector that involves managing investment portfolios on behalf of individuals and institutions. The fund's success depends on its ability to generate returns that outperform relevant benchmarks while managing risk effectively. RUNN's investment approach involves continuous monitoring of market conditions and adjustments to the portfolio to capitalize on emerging opportunities. The ETF's structure allows investors to easily buy and sell shares on the open market, providing liquidity and flexibility. RUNN aims to deliver value to its investors by providing access to a professionally managed portfolio with a focus on long-term growth.
What Products and Services Does RUNN Offer?
- Actively manages a portfolio of investments to achieve long-term capital growth.
- Conducts in-depth market analysis to identify promising investment opportunities.
- Adjusts the portfolio based on changing market conditions and economic trends.
- Provides investors with a diversified investment strategy through a single ETF.
- Offers liquidity and flexibility through the ability to buy and sell shares on the open market.
- Manages risk through diversification and careful selection of investments.
How Does RUNN Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Attracts investors by demonstrating strong investment performance and effective risk management.
- Distributes its ETF through various channels, including brokerage firms and financial advisors.
What Industry Does RUNN Operate In?
Running Oak Efficient Growth ETF (RUNN) operates within the asset management industry, a segment of the financial services sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. Key trends include the increasing popularity of passive investment strategies and the growing demand for sustainable and responsible investing options. RUNN competes with other asset management firms and ETFs, including AGOX, CSMD, DAUG, DMAR, and GDE, all vying for investor capital. The fund's success depends on its ability to differentiate itself through superior investment performance and effective risk management.
Who Are RUNN's Key Customers?
- Individual investors seeking long-term capital growth.
- Institutional investors looking for diversified investment strategies.
- Financial advisors seeking investment solutions for their clients.
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
RUNN Financials
Bull Case vs Bear Case
Bull Case
- Actively managed approach allows for flexibility.
- Focus on long-term capital growth.
- Experienced fund management team.
- Upcoming: Potential shifts in market sentiment towards growth stocks.
Bear Case
- Performance dependent on fund manager's decisions.
- Management fees can be higher than passively managed ETFs.
- Potential for underperformance relative to benchmark indices.
- Potential: Market downturns can negatively impact performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
RUNN Latest News
No recent news available for RUNN.
RUNN Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for RUNN.
Price Targets
Wall Street price target analysis for RUNN.
RUNN MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for RUNN; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Running Oak Efficient Growth ETF (RUNN) — Financials
What are the main risks for RUNN?
Running Oak Efficient Growth ETF (RUNN) faces several risks inherent to the asset management industry. Market downturns can negatively impact the fund's performance, as the value of its investments may decline.
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.
- Financial data is based on available information and may be subject to change.