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Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS)
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Upturn Advisory Summary
12/02/2025: ABCS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -8.74% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.92 - 30.52 | Updated Date 06/30/2025 |
52 Weeks Range 23.92 - 30.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
Alpha Blue Capital US Small-Mid Cap Dynamic ETF
ETF Overview
Overview
The Alpha Blue Capital US Small-Mid Cap Dynamic ETF is an actively managed fund focused on investing in US small- and mid-cap companies. It employs a dynamic strategy, potentially adjusting its holdings based on market conditions and proprietary analysis. The fund aims for capital appreciation through strategic sector and stock selection within the small-mid cap universe.
Reputation and Reliability
Information about Alpha Blue Capital's reputation and reliability is not widely available.
Management Expertise
Details about the specific management team's expertise for this ETF is not readily available.
Investment Objective
Goal
The primary investment goal of the Alpha Blue Capital US Small-Mid Cap Dynamic ETF is capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active investment strategy that dynamically adjusts its holdings based on market conditions and proprietary analysis, rather than tracking a specific index.
Composition The ETF holds a portfolio of US small- and mid-cap stocks, typically diversified across various sectors.
Market Position
Market Share: Data on the Alpha Blue Capital US Small-Mid Cap Dynamic ETFu2019s precise market share is not easily accessible.
Total Net Assets (AUM): Data on the total assets under management by the Alpha Blue Capital US Small-Mid Cap Dynamic ETF is not easily accessible.
Competitors
Key Competitors
- IWM
- IJH
- XJH
- VB
Competitive Landscape
The competitive landscape is dominated by well-established index-tracking ETFs like IWM and IJH. The Alpha Blue Capital ETF aims to differentiate itself through active management, offering the potential for outperformance but also introducing higher risk and fees compared to passive strategies. Its success depends on the effectiveness of its stock-picking and sector allocation decisions.
Financial Performance
Historical Performance: Historical financial performance data for the Alpha Blue Capital US Small-Mid Cap Dynamic ETF is not readily available.
Benchmark Comparison: A benchmark comparison would be appropriate against the Russell 2000 or S&P MidCap 400 Index. This data is unavailable at this time.
Expense Ratio: Expense ratio data for the Alpha Blue Capital US Small-Mid Cap Dynamic ETF is not readily available.
Liquidity
Average Trading Volume
The average trading volume of the ETF is unknown, hindering liquidity assessment.
Bid-Ask Spread
The bid-ask spread for the ETF is unknown, preventing cost of trading evaluation.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by economic indicators such as GDP growth, interest rates, and inflation, particularly as they impact small- and mid-cap companies. Sector growth prospects and overall market sentiment also play a significant role.
Growth Trajectory
The growth trajectory of the ETF depends on its ability to outperform its benchmark through active management. Changes to its strategy and holdings would reflect its response to evolving market conditions.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive advantage lies in its active management approach, aiming to generate alpha through strategic stock selection and sector allocation. Unlike passive index-tracking ETFs, it has the flexibility to adapt to changing market conditions. However, its success hinges on the skill of its portfolio managers. The active strategy differentiates it from competitors, but it does come with additional risk.
Risk Analysis
Volatility
Historical volatility data for the Alpha Blue Capital US Small-Mid Cap Dynamic ETF is not readily available.
Market Risk
The ETF is subject to market risk, particularly the volatility associated with small- and mid-cap stocks. These companies may be more susceptible to economic downturns and have less liquidity than larger corporations.
Investor Profile
Ideal Investor Profile
The ideal investor profile for this ETF is someone seeking capital appreciation through exposure to US small- and mid-cap companies, willing to accept higher risk in exchange for potential outperformance through active management.
Market Risk
This ETF is best suited for investors with a long-term investment horizon who understand the risks associated with small- and mid-cap stocks and active management.
Summary
The Alpha Blue Capital US Small-Mid Cap Dynamic ETF is an actively managed fund focused on US small- and mid-cap stocks, aiming for capital appreciation. Its success depends on the manager's ability to outperform the market through strategic stock picking and sector allocation. It's suitable for investors with a higher risk tolerance seeking potential alpha generation. However, potential investors should consider the lack of available data on performance and fees and the competitive nature of this market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made after careful consideration of individual circumstances and consultation with a qualified financial advisor. Market share estimates may vary based on the source and time period. Data accuracy cannot be guaranteed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Alpha Blue Capital US Small-Mid Cap Dynamic ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in a blend of domestic equity securities of small- and mid- capitalization companies and ETFs that provide broad exposure to domestic equity securities of small- and mid- capitalization companies. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.