(GPZ) Trust - Overview

ETF Category: Financial | Exchange: NYSE (USA) | Market Cap: 252m USD | Total Return: -7% in 12m

Private Equity, Hedge Funds, Asset Management, Venture Capital
Total Rating 24
Safety 53
Buy Signal -0.40
Financial
Category Rotation: +0.2
AUM: 252M
Avg Turnover: 5.75M
Risk 3d forecast
Volatility32.1%
VaR 5th Pctl5.83%
VaR vs Median0.93%
Reward TTM
Sharpe Ratio-0.27
Rel. Str. IBD22
Rel. Str. Peer Group14.7
Character TTM
Beta1.338
Beta Downside1.645
Hurst Exponent0.489
Drawdowns 3y
Max DD31.72%
CAGR/Max DD-0.21
CAGR/Mean DD-0.59

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: GPZ Trust

The VanEck Alternative Asset Management ETF (GPZ) tracks an index of companies primarily engaged in the alternative asset management industry. To qualify for inclusion, firms must derive a significant portion of their revenue or operating assets from private equity, hedge funds, or real estate investment strategies.

Alternative asset managers typically operate under a 2 and 20 fee structure, earning steady management fees alongside performance-based incentive fees. Unlike traditional banks, these firms focus on illiquid private markets and specialized investment vehicles rather than retail deposits. For a deeper look into the underlying fundamentals of these holdings, ValueRay provides detailed analytical insights.

As a non-diversified fund, GPZ concentrates its capital in a specific niche of the financial sector. This focus targets the growth of private market capital, which has expanded as institutional investors seek higher yields and diversification away from public equity markets.

Headlines to Watch Out For
  • Assets under management growth in private equity and credit markets
  • Performance fee fluctuations tied to underlying fund investment exits
  • Global interest rate volatility impacting leveraged buyouts and valuations
  • Regulatory oversight changes regarding private fund disclosure and fee structures
  • Institutional capital allocation shifts toward alternative asset classes
What is the price of GPZ shares?

As of May 23, 2026, the stock is trading at USD 23.22 with a total of 97,668 shares traded.
Over the past week, the price has changed by +0.09%, over one month by -4.81%, over three months by +4.20% and over the past year by -6.98%.

Is GPZ a buy, sell or hold?

Trust has no consensus analysts rating.