(RUNN) Running Oak Efficient - Ratings and Ratios

The Running Oak Efficient Growth ETF (NASDAQ:RUNN) is an actively managed exchange-traded fund designed to capitalize on growth opportunities in the U.S. equity market. The fund primarily invests in large and mid-sized U.S. companies with market capitalizations of at least $5 billion, offering exposure to established firms with growth potential. The portfolio typically holds 50-75 equally-weighted stocks, ensuring diversification while maintaining a focused approach. Up to 20% of the funds net assets may be allocated to non-U.S. companies, allowing for strategic international exposure. As a non-diversified fund, it can take larger positions in select securities, potentially amplifying returns but also increasing risk.

From a technical perspective, RUNN is currently trading at $33.42, slightly below its 20-day simple moving average (SMA) of $33.59 but above its 50-day SMA of $33.47. The 200-day SMA stands at $32.61, indicating a positive long-term trend. The average true range (ATR) of 0.37 suggests moderate volatility, with average daily price fluctuations around 1.1%. The funds average trading volume over the past 20 days is 60,775 shares, reflecting moderate liquidity.

With assets under management (AUM) of $291.54 million, RUNN operates at a scale that allows for efficient portfolio management while maintaining access to a broad range of securities. The funds actively managed approach enables the portfolio team to adapt to market conditions and align the portfolio with the stated investment objective of achieving efficient growth.