ACGR
ACGR 2-star rating from Upturn Advisory

ACGR (ACGR)

ACGR (ACGR) 2-star rating from Upturn Advisory
$66.88
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Upturn Advisory Summary

12/11/2025: ACGR (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 2 star rating for performance

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 45.29%
Avg. Invested days 73
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 5.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/11/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 45.34 - 60.61
Updated Date 06/28/2025
52 Weeks Range 45.34 - 60.61
Updated Date 06/28/2025

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ACGR

ACGR(ACGR) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

ETF ACGR is an actively managed equity ETF that seeks to provide capital appreciation by investing in companies that are involved in the global clean energy sector. The strategy focuses on identifying companies with strong growth potential in areas such as renewable energy generation, energy efficiency, and sustainable technologies. It aims to offer a diversified exposure to this dynamic and evolving industry.

Reputation and Reliability logo Reputation and Reliability

Information about the issuer's reputation and reliability for ETF ACGR is not readily available in public financial databases. Further due diligence on the issuer would be recommended.

Leadership icon representing strong management expertise and executive team Management Expertise

As an actively managed ETF, ACGR relies on the expertise of its fund managers to select and manage its holdings. Specific details on the management team's experience and track record are not publicly detailed in standard ETF data feeds.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary investment goal of ETF ACGR is to achieve long-term capital growth by investing in companies that are expected to benefit from the transition to clean energy and sustainable technologies globally.

Investment Approach and Strategy

Strategy: ETF ACGR actively selects companies involved in the clean energy sector, rather than tracking a specific index. The strategy is to identify growth opportunities within renewable energy generation (solar, wind), energy storage, electric vehicles, energy efficiency technologies, and related infrastructure.

Composition The ETF's composition primarily consists of equities of companies operating within the clean energy ecosystem. This includes both large-cap and mid-cap companies, with a focus on those believed to have strong earnings potential and a competitive advantage in their respective sub-sectors of the clean energy market.

Market Position

Market Share: Detailed market share data for ETF ACGR within the broader clean energy ETF sector is not readily available in public datasets. Its specific position would depend on its AUM relative to other clean energy ETFs.

Total Net Assets (AUM):

Competitors

Key Competitors logo Key Competitors

  • ICLN
  • PBW
  • QCLN

Competitive Landscape

The clean energy ETF market is competitive, with several established ETFs tracking various segments of the industry. ACGR's active management strategy is a potential differentiator, allowing for flexibility in stock selection compared to passive index-tracking ETFs. However, active management can also lead to higher expense ratios and the risk of underperformance relative to benchmarks or more cost-effective passive options. Its success will depend on the fund manager's ability to identify undervalued opportunities and outperform peers.

Financial Performance

Historical Performance: Historical performance data for ETF ACGR is not available in the provided context, making it impossible to review its track record over different time periods.

Benchmark Comparison: As an actively managed ETF, a specific benchmark comparison is not provided. Performance would typically be measured against a relevant clean energy index or a broad market index, but this data is unavailable.

Expense Ratio:

Liquidity

Average Trading Volume

Information on ACGR's average trading volume is not readily available in standard financial data feeds, making it difficult to assess its liquidity.

Bid-Ask Spread

Details regarding the bid-ask spread for ACGR are not publicly available, which is a key factor in determining the cost of trading the ETF.

Market Dynamics

Market Environment Factors

Factors such as global government policies supporting renewable energy, technological advancements in clean energy solutions, fluctuating commodity prices (oil, gas), and investor sentiment towards ESG (Environmental, Social, and Governance) investing significantly impact ETFs like ACGR. Economic growth and geopolitical events also play a role in energy demand and investment.

Growth Trajectory

The growth trajectory of ETF ACGR is intrinsically linked to the overall growth of the clean energy sector. Trends towards decarbonization, increasing adoption of electric vehicles, and advancements in renewable energy technologies suggest a positive long-term growth outlook for the sector, and consequently for ETFs focused on it. Specific changes to ACGR's strategy or holdings would require access to fund filings.

Moat and Competitive Advantages

Competitive Edge

As an actively managed ETF, ACGR's primary competitive edge lies in its fund manager's ability to perform in-depth research and identify companies with superior growth potential within the clean energy sector. This allows for strategic allocation to sub-sectors or companies that might be underrepresented in passive indices. The flexibility to adapt to market shifts and emerging technologies can also be an advantage. However, the success of these advantages hinges on the skill of the management team.

Risk Analysis

Volatility

Historical volatility data for ETF ACGR is not available, preventing an assessment of its price fluctuations relative to the broader market or its peers.

Market Risk

Specific market risks for ACGR include regulatory changes affecting the clean energy sector, competition from traditional energy sources, technological obsolescence, dependence on government subsidies and incentives, and general equity market volatility. Geopolitical events impacting energy supply and demand can also pose a significant risk.

Investor Profile

Ideal Investor Profile

The ideal investor for ETF ACGR would be an individual seeking long-term capital appreciation and who has a conviction in the growth potential of the clean energy sector. Investors should be comfortable with equity market risk and the specific risks associated with the renewable energy industry. A willingness to accept the potential for higher expense ratios associated with active management is also important.

Market Risk

ACGR is likely best suited for long-term investors who are looking to gain exposure to the growing clean energy market and believe in the active management strategy to outperform. It may also appeal to investors seeking thematic diversification within their portfolio. It is less suitable for short-term traders due to the potential for active management's unpredictability and liquidity considerations.

Summary

ETF ACGR is an actively managed equity fund focused on the global clean energy sector, aiming for long-term capital appreciation. Its strategy involves selecting companies with growth potential in renewable energy and sustainable technologies. While its active management offers flexibility, detailed historical performance, AUM, expense ratios, and liquidity data are not readily available for a comprehensive assessment. The ETF operates in a competitive market, with its success dependent on the fund manager's expertise in identifying undervalued opportunities within the evolving clean energy landscape.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • Information compiled from general knowledge of ETF structures and common data points. Specific data for ACGR beyond its general description was not found in publicly accessible standard financial data feeds.

Disclaimers:

This analysis is based on general ETF characteristics and publicly available information. Specific financial data, historical performance, expense ratios, and liquidity details for ETF ACGR were not accessible through standard financial data platforms. Investors should conduct their own thorough research and consult with a financial advisor before making any investment decisions. The issuer's reputation and management expertise details are not elaborated upon due to data unavailability. Market share data for competitors is also unavailable.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About ACGR

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website