ACGR (ACGR)

Overview

ACGR is an actively managed ETF that aims to provide exposure to companies positioned to benefit from the accelerated growth and adoption of technologies. It focuses on innovative sectors and disruptive technologies, employing a growth-oriented investment strategy.

Reputation and Reliability

ARK Investment Management LLC is a well-known and often discussed issuer in the active ETF space, particularly for its thematic and disruptive innovation focus. Their reputation is tied to their founder, Cathie Wood, and their active management approach.

Management Expertise

ARK Investment Management is led by Cathie Wood, who is a prominent figure in the investment world, known for her focus on disruptive innovation. The management team has a deep understanding of emerging technologies and their potential.

Goal

To achieve long-term capital appreciation by investing in companies focused on and benefiting from disruptive innovation.

Investment Approach and Strategy

Strategy: ACGR is an actively managed ETF. It does not track a specific index but rather selects companies based on ARK's research into disruptive innovation themes.

Composition The ETF holds a concentrated portfolio of publicly traded equity securities, primarily focusing on companies in the areas of genomic sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.

Market Share: Data on specific market share for ACGR is not readily available as a percentage of a clearly defined sector. Its market share is implicitly within the actively managed disruptive innovation ETF segment.

Total Net Assets (AUM): 773670000

Key Competitors

• ARK Innovation ETF (ARKK)
• Global X Robotics & Artificial Intelligence ETF (BOTZ)
• iShares Genomics<seg_5> genomics & Diagnostics ETF (IDNA)

Competitive Landscape

The competitive landscape for actively managed thematic ETFs, especially those focused on disruptive innovation, is highly competitive. ACGR's advantages lie in its specific focus on accelerated growth technologies and ARK's proprietary research. However, disadvantages can include higher expense ratios compared to passive ETFs and the inherent risks of concentrated, growth-oriented portfolios.

Historical Performance: ACGR has experienced significant volatility, with periods of strong gains followed by substantial drawdowns. Its performance is closely tied to the performance of the disruptive innovation sectors it invests in.

Benchmark Comparison: As an actively managed fund, ACGR's benchmark is typically not a single index. It is managed against its own investment objectives for long-term capital appreciation. Comparisons would be made against its own stated goals and its peer group.

Expense Ratio: 0.0075

Average Trading Volume

The average trading volume for ACGR is robust, indicating good liquidity and ease of trading for most investors.

Bid-Ask Spread

The bid-ask spread for ACGR is generally tight, reflecting good market depth and relatively low trading costs for investors.

Market Environment Factors

ACGR is heavily influenced by factors such as technological advancements, investor sentiment towards growth stocks, interest rate environments, and regulatory changes impacting innovative industries.

Growth Trajectory

The ETF's growth trajectory is dependent on the continued innovation and adoption of the technologies within its investment universe. Changes in strategy and holdings are driven by ARK's ongoing research and conviction in emerging trends.

Competitive Edge

ACGR's competitive edge stems from ARK Invest's thematic research-driven approach, focusing on companies at the forefront of disruptive innovation. Their concentrated portfolio and active management allow for nimble adjustments to capitalize on emerging technological trends. The firm's established reputation in this niche also attracts investors seeking exposure to high-growth, transformative industries.

Volatility

ACGR exhibits high historical volatility due to its concentration in growth-oriented, disruptive technology companies. These sectors are prone to significant price swings based on innovation breakthroughs, competitive pressures, and market sentiment.

Market Risk

The ETF is subject to significant market risk, including sector-specific risks related to technological obsolescence, regulatory hurdles, and the inherent uncertainties of emerging industries. Economic downturns and shifts in investor risk appetite can also disproportionately impact its performance.

Ideal Investor Profile

The ideal investor for ACGR is one with a high-risk tolerance, a long-term investment horizon, and a belief in the potential of disruptive technologies to drive future economic growth. Investors should be comfortable with significant fluctuations in portfolio value.

Market Risk

ACGR is best suited for long-term investors seeking exposure to high-growth, innovation-driven sectors. It is less suitable for risk-averse investors or those seeking stable, predictable returns.

ACGR is an actively managed ETF from ARK Invest focused on companies benefiting from disruptive innovation, such as AI and robotics. It aims for long-term capital appreciation but comes with high volatility and concentration risk. Investors should have a high risk tolerance and a long-term outlook to consider this ETF.

Data Sources:

• ETF Provider Website (ARK Invest)
• Financial Data Aggregators (e.g., Bloomberg, Morningstar)

Disclaimers:

This information is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.