What is the DEMZ ETF?

DEMZ invests in large-cap companies aligned with democratic values, offering a portfolio focused on socially responsible growth. The fund seeks competitive returns while supporting progressive ideals.

Will the DEMZ ETF go up?

According to Danelfin AI, the DEMZ ETF has today an AI Score of 9/10 (Buy rating), because its probability of beating the ETF universe in 3 months (66.34%) is +3.75% vs. the average probability (62.59%) of all US-listed ETFs.

Is it a good time to buy, sell, or hold the DEMZ ETF right now?

The DEMZ ETF has today a Buy rating (AI Score 9/10), according to Danelfin AI. Its probability of beating the ETF universe in 3 months (66.34%) is +3.75% vs. the average probability (62.59%) of all US-listed ETFs, based on our AI-powered analysis.

Is the DEMZ ETF overbought?

The Danelfin AI Technical Score for DEMZ ETF is 8/10, which is a Buy based solely on technical indicators.

What was the price range of the DEMZ ETF over the past 12 months?

The DEMZ ETF price range over the past 12 months has been $37.31 - $47.74.

What is going on with the DEMZ ETF in the last 3 months?

The DEMZ ETF performance in the last quarter has been +15.80%.

Does the DEMZ ETF offer dividend payments?

Yes, the DEMZ ETF dividend yield is 0.43%.

What is the AUM of the DEMZ ETF?

The DEMZ ETF has 65.81M in total assets under management (AUM).

How much does it cost to invest in the DEMZ ETF?

The DEMZ ETF total expense ratio is 0.45%.

Democratic Large Cap Core ETF DEMZ ETF AI-powered analysis

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DEMZ AI-Powered ETFs Analysis

AI Score Explanation

AI Score

Buy

Fundamental
Technical
Sentiment
Low Risk

According to Danelfin’s proprietary AI model, Democratic Large Cap Core ETF today receives an AI Score of 9/10, which translates to a Buy rating. The ETF has a 66% probability of outperforming the ETF universe in the next 3 months, which is 3% higher than the average probability of any US-listed ETF (63%). The top positive contributors include the Chart Pattern (180d) (impact +0.56%), ETF Brand (impact +0.51%), and Chart Pattern (90d) (impact +0.49%), all boosting the probability. On the detractor side, the Chart Pattern (30d) (impact -0.14%), Chart Pattern (120d) (impact -0.10%), and Technicals Impact (Long Tail) (impact -0.09%) weigh down the outlook. Notable data points include the RSI Trend Slope (90d) in the top 10% (value 0.26), indicating strong positive momentum, and Alpha 6M in the top 30% (value 0.86%), reflecting solid risk-adjusted returns. However, the Dividend Yield (TTM) is in the bottom 20% (0.43%), and the Phasor Components Quadrature is in the top 20% but detracts, suggesting a potential cycle reversal. Overall, the ETF’s strong technical patterns and momentum signals outweigh the minor drag from short-term chart patterns and technical tail risks, supporting the Buy rating.

AI Score Explanation

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AI Score

Buy

DEMOCRATIC LARGE CAP CORE (DEMZ) has a AI Score of 9/10 (Buy) because, according to an overall analysis, it has a probability advantage of +3.75% of beating the ETF universe (an equal-weight index of all US-listed ETFs) in the next 3 months. This advantage is calculated as the difference between the average probability of any US-listed ETF (62.59%) and the probability of DEMZ (66.34%) of outperforming the ETF universe in the next 3 months, as determined by Danelfin AI's comprehensive analysis.

Average probability of any US-listed ETF of beating the ETF universe (3M)62.59%
DEMZ probability advantage of beating the ETF universe (3M)+3.75%
DEMZ probability of beating the ETF universe (3M)66.34%

DEMZ probability advantage of beating the ETF universe (3M): +3.75%

The AI-powered overall analysis of DEMOCRATIC LARGE CAP CORE (DEMZ) is based on the 32 fundamental, technical, and sentiment features that had the greatest impact on ETF performance during the last 12 months (alpha signals). These alpha signals explain the probability advantage of DEMZ:

Type	Alpha Signal	Current Value	Value Decile Position	Probability Advantage Impact (3M)
Technical	Chart Pattern (180d)	figure_126	N/A	+0.56%
Sentiment	ETF Brand	-	N/A	+0.51%
Technical	Chart Pattern (90d)	figure_131	N/A	+0.49%
Sentiment	ETF Investment Segment	-	N/A	+0.49%
Technical	Chart Pattern (60d)	figure_46	N/A	+0.44%
Fundamental	Flows to AUM YTD	11.13%		+0.30%
Technical	Alpha 6M	0.01%		+0.28%
Fundamental	Flows to AUM 1M	-		+0.18%
Technical	Chart Pattern (30d)	figure_78	N/A	-0.14%
Fundamental	Dividend Yield (TTM) (%)	0.43%		+0.13%
Sentiment	Upgrade to unlock			+0.12%
Technical	Upgrade to unlock			-0.10%
Technical	Upgrade to unlock			-0.09%
Technical	Upgrade to unlock			-0.09%
Technical	Upgrade to unlock			+0.09%

Rest of Alpha Signals: +0.59%

DEMZ probability advantage of beating the ETF universe (3M)Total:+3.75%
DEMZ AI Score

Significant changes Vs previous day

DEMZ Trading Parameters

These suggested trading parameters for a 3-month horizon help improve risk management and decision-making.

Entry:$47.02
Horizon: 3 months
Stop Loss:$XXXXXPro (XXXXXPro) or AI Score < 7/10
Take Profit:$XXXXXPro (XXXXX
Pro
) or AI Score < 7/10

DEMZ Proven Buy Signal & Price Forecast

This is the price chart for DEMZ from January 2, 2026 until today. The chart indicates, in green, the 109 days when the stock received a Buy/Strong Buy rating (buy signals, AI Score 7 to 10).

Forecast: In the section below, the central dotted line represents the most expected path, while the shaded area indicates the anticipated price range. This is based on previous Buy signals with a 90% confidence level.

Full Track Record

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Buy signals

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DEMZ Average Past Performance & Win Rate

Three months after its 1018 Buy signals since July 2026, DEMZ had an average performance of xxxxxx and a xxxxxx Win rate (positive performance).

1018 Past DEMZ Buy Signals	1 Month Later	3 Months Later	6 Months Later	1 Year Later
Average Performance				+11.57%
Average Alpha				-0.20%
Win Rate (% Positive Perf.)				74.29%
% Positive Alpha				47.22%

DEMZ Frequently Asked Questions

What is the DEMZ ETF?
DEMZ invests in large-cap companies aligned with democratic values, offering a portfolio focused on socially responsible growth. The fund seeks competitive returns while supporting progressive ideals.
Will the DEMZ ETF go up?
Is it a good time to buy, sell, or hold the DEMZ ETF right now?
Is the DEMZ ETF overbought?
What was the price range of the DEMZ ETF over the past 12 months?
What is going on with the DEMZ ETF in the last 3 months?
Does the DEMZ ETF offer dividend payments?
What is the AUM of the DEMZ ETF?
How much does it cost to invest in the DEMZ ETF?

DEMZ ETF Profile

DEMOCRATIC LARGE CAP CORE (DEMZ) is an exchange-traded fund designed for investors seeking exposure to a diversified portfolio of large-capitalization U.S. companies that align with democratic values and principles. This fund offers a distinctive approach to core equity investing, aiming to deliver competitive long-term returns while reflecting a commitment to robust corporate governance, social responsibility, and environmental stewardship. DEMZ provides a transparent and liquid investment vehicle for those who wish to integrate their personal values with their financial objectives, focusing on companies that demonstrate leadership in ethical business practices. The investment strategy is meticulously crafted to identify financially robust large-cap companies that exhibit strong adherence to democratic ideals. This includes a rigorous evaluation of fair labor practices, transparent governance structures, and active community engagement. A comprehensive screening process goes beyond traditional financial metrics, assessing a company's impact on its stakeholders and broader society. The objective is to select entities that not only demonstrate solid financial performance but also actively contribute to a more equitable and sustainable future, ensuring a dual focus on capital appreciation and positive societal influence. DEMZ represents an option for investors looking to align their capital with their convictions. By investing in DEMZ, shareholders gain access to a professionally managed portfolio that seeks long-term capital appreciation through responsible and ethically aligned corporate entities. This approach aims to foster both personal wealth accumulation and broader societal well-being. The fund's focus on large-cap companies provides a foundation of stability and growth potential within the U.S. equity market, while its values-based overlay offers a differentiated investment experience. The DEMOCRATIC LARGE CAP CORE fund is built on the premise that responsible corporate behavior can drive sustainable financial success. We believe that companies committed to democratic principles are better positioned for long-term resilience and growth in an evolving global landscape. This fund empowers investors to support businesses that champion progress and accountability, contributing to a more responsible economic ecosystem. The fund's revenue is primarily generated through management fees, its go-to-market strategy involves distribution through online brokerage platforms and financial advisor networks, and it is available to investors globally.

Asset ClassEquity
Asset Class Style-
FocusLarge Cap
General RegionNorth America
Specific RegionUnited States

Asset Class
Asset Class Style
Focus
General Region
Specific Region

DEMZ Top 10 Focus ETFs

Large Cap

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5	FNDFSchwab Fundamental International Equity ETF
6	PTLInspire 500 ETF
7	GFLWVictoryShares Free Cash Flow Growth ETF
8	ILFiShares Latin America 40 ETF
9	IOOiShares Global 100 ETF
10	DEHPDimensional Emerging Markets High Profitability ETF

	ETF	AI Score

DEMZ ETF AI Analysis