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Upturn AI SWOT - About
Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS)
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Upturn Advisory Summary
06/03/2025: ABCS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -13.58% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/03/2025 |
Key Highlights
Volume (30-day avg) 4544 | Beta - | 52 Weeks Range 24.01 - 30.64 | Updated Date 06/9/2025 |
52 Weeks Range 24.01 - 30.64 | Updated Date 06/9/2025 |
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 focuses on providing exposure to US small- and mid-cap companies, dynamically adjusting its holdings based on market conditions and investment strategies. It seeks to outperform traditional small- and mid-cap indices through active management.
Reputation and Reliability
Information about Alpha Blue Capital's reputation and reliability is currently unavailable. Further research needed to assess the firm's track record.
Management Expertise
Information about the specific management team's experience and expertise for this ETF is unavailable. Further research needed.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation by investing in a portfolio of US small- and mid-cap companies, dynamically adjusted based on market conditions.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting and weighting companies based on various factors rather than tracking a specific index. It dynamically adjusts its holdings.
Composition The ETF's assets primarily consist of common stocks of US small- and mid-cap companies. The specific allocation may change over time based on the fund's dynamic investment strategy.
Market Position
Market Share: Information about the Alpha Blue Capital US Small-Mid Cap Dynamic ETFu2019s specific market share in the small-mid cap ETF sector is unavailable. Further research is needed.
Total Net Assets (AUM): Information about the total assets under management (AUM) for the Alpha Blue Capital US Small-Mid Cap Dynamic ETF is unavailable. Further research is needed.
Competitors
Key Competitors
- IWM
- IJH
- XJH
Competitive Landscape
The small-mid cap ETF market is competitive, with several well-established players. Advantages of this ETF would depend on its dynamic strategy outperforming benchmarks and competitors. Disadvantages could arise from higher expense ratios associated with active management and potential underperformance relative to passively managed peers.
Financial Performance
Historical Performance: Historical financial performance data is unavailable. Further research is needed to assess past performance.
Benchmark Comparison: Benchmark comparison requires historical performance data, which is currently unavailable.
Expense Ratio: Expense ratio data is unavailable. Further research is needed.
Liquidity
Average Trading Volume
The average trading volume for the ETF is unavailable, indicating potentially low liquidity.
Bid-Ask Spread
The bid-ask spread for the ETF is unavailable, making it difficult to assess trading costs.
Market Dynamics
Market Environment Factors
The ETF's performance is affected by overall economic conditions, interest rates, and the performance of the US small- and mid-cap equity market.
Growth Trajectory
Growth trends and patterns are unavailable due to a lack of information about the ETF's strategy changes and holdings. More information is needed to assess its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
Potential competitive advantages could stem from its dynamic investment strategy, which aims to adapt to changing market conditions. Superior management skills and active security selection may provide an edge. Niche market focus on identifying undervalued small- and mid-cap companies may also provide an advantage. The ETF's ability to generate alpha depends on the effectiveness of its dynamic strategy and stock-picking capabilities.
Risk Analysis
Volatility
Historical volatility data is currently unavailable, but small- and mid-cap stocks typically exhibit higher volatility than large-cap stocks.
Market Risk
Market risk includes fluctuations in the overall stock market, economic downturns, and changes in investor sentiment. Small- and mid-cap stocks are also subject to specific risks, such as lower trading volumes and higher sensitivity to economic changes.
Investor Profile
Ideal Investor Profile
The ideal investor profile is someone seeking capital appreciation through exposure to small- and mid-cap stocks, willing to take on higher risk for potentially higher returns, and comfortable with active management.
Market Risk
The ETF may be suitable for long-term investors seeking to diversify their portfolio with small- and mid-cap stocks, but it may not be ideal for passive index followers.
Summary
The Alpha Blue Capital US Small-Mid Cap Dynamic ETF aims to provide capital appreciation by investing in US small- and mid-cap companies through a dynamic investment strategy. Its performance depends on the effectiveness of its active management and security selection. Information about the ETF's AUM, expense ratio, and historical returns are unavailable. Potential investors should consider the higher risk associated with small- and mid-cap stocks and the potential for higher management fees. Further research is needed to make an informed investment decision.
Similar Companies
IJH
iShares Core S&P Mid-Cap ETF
IJH
iShares Core S&P Mid-Cap ETF
IWM
iShares Russell 2000 ETF
IWM
iShares Russell 2000 ETF
VB
Vanguard Small-Cap Index Fund ETF Shares
VB
Vanguard Small-Cap Index Fund ETF Shares
VBR
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
Vanguard Small-Cap Value Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- ETF.com
- Bloomberg
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. The information is based on available data and assumptions, and actual results may vary. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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.