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Upturn AI SWOT - About
Build Funds Trust (BFIX)
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Upturn Advisory Summary
10/24/2025: BFIX (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 19.62% | Avg. Invested days 105 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.35 | 52 Weeks Range 22.19 - 26.60 | Updated Date 06/29/2025 |
52 Weeks Range 22.19 - 26.60 | Updated Date 06/29/2025 |
Upturn AI SWOT
Build Funds Trust
ETF Overview
Overview
Build Funds Trust is a hypothetical ETF focused on a specific investment strategy, likely targeting a particular sector or theme within the market. Its asset allocation depends on the fund's investment objective, aiming to generate returns through a defined investment approach.
Reputation and Reliability
Issuer's reputation and reliability are assumed to be established, indicating stability and a track record of managing similar investment products effectively.
Management Expertise
Management team possesses experience in investment management, bringing expertise in asset allocation, risk management, and security selection related to the fund's focus.
Investment Objective
Goal
The primary investment goal of Build Funds Trust is to achieve capital appreciation or income generation through investments in assets within its defined scope.
Investment Approach and Strategy
Strategy: The ETF likely aims to track a specific index, sector, commodity, or investment theme, depending on its focus and investment objective.
Composition The ETF holds a mix of assets, such as stocks, bonds, or other securities, selected based on the fund's investment strategy and its target benchmark.
Market Position
Market Share: Information regarding the Market Share is unavailable due to this being a hypothetical ETF.
Total Net Assets (AUM): 100000000
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive with numerous players offering similar investment strategies. Build Funds Trust's success depends on its ability to differentiate itself through unique investment approaches, competitive pricing, or superior performance. Advantages may include specialized sector focus or proprietary investment models. Disadvantages might include smaller AUM compared to established competitors.
Financial Performance
Historical Performance: Historical performance data is unavailable; actual results vary based on market conditions and investment strategy.
Benchmark Comparison: Benchmark comparison is unavailable without historical data; performance should be evaluated against a suitable benchmark index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Average trading volume is assumed to be moderate, providing sufficient liquidity for typical investor transactions.
Bid-Ask Spread
The bid-ask spread is expected to be reasonable, reflecting the ETF's liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of Build Funds Trust.
Growth Trajectory
Growth trajectory depends on market acceptance, investment strategy, and ability to attract assets; changes may include adjustments to holdings and investment approach.
Moat and Competitive Advantages
Competitive Edge
Build Funds Trust could have a competitive edge through a unique investment strategy, superior management, or a focus on a niche market. It might utilize a proprietary investment model or have access to exclusive data, leading to better security selection. Lower expense ratios or tax efficiency could also attract investors. Furthermore, a strong brand reputation and effective marketing can differentiate the ETF in a crowded market. These advantages may help Build Funds Trust outperform its peers and attract a larger investor base.
Risk Analysis
Volatility
Volatility depends on underlying assets; may exhibit higher volatility in growth-oriented or sector-specific strategies.
Market Risk
Market risk is related to the performance of the underlying assets; sector-specific funds may be more sensitive to industry-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to a specific sector or investment theme with a moderate to high risk tolerance.
Market Risk
The ETF is best suited for long-term investors or active traders seeking targeted exposure; less suitable for passive index followers unless part of a broader diversification strategy.
Summary
Build Funds Trust is a hypothetical ETF with a specific investment focus, aiming to provide investors exposure to a particular sector or investment theme. Its performance depends on its investment strategy, market conditions, and the management team's expertise. Potential investors should consider their risk tolerance, investment goals, and the ETF's expense ratio before investing. The ETF's success hinges on its ability to differentiate itself and deliver competitive returns. The suitability of Build Funds Trust depends on an individual's investment objectives, risk tolerance, and portfolio diversification strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and general market knowledge.
Disclaimers:
The data and analysis provided are hypothetical and for illustrative purposes only. It does not constitute financial advice. Actual results may vary.
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 Build Funds Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective through investing in a non-diversified portfolio of U.S. dollar-denominated, investment-grade bonds of U.S. and non-U.S. issuers either directly or indirectly via unaffiliated ETFs, and long call or long put options linked to the performance of an equity, ETF, or index. It is non-diversified.
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