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Upturn AI SWOT - About
The Advisorsâ Inner Circle Fund II (CARK)
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Upturn Advisory Summary
10/24/2025: CARK (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 20.59% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 31.25 - 41.90 | Updated Date 06/30/2025 |
52 Weeks Range 31.25 - 41.90 | Updated Date 06/30/2025 |
Upturn AI SWOT
The Advisorsâ Inner Circle Fund II
ETF Overview
Overview
The Advisorsu00e2u0080u0099 Inner Circle Fund II is a fund family that encompasses a variety of ETFs, each with its own distinct investment focus, target sector, asset allocation, and investment strategy. These ETFs may cover diverse sectors such as equities, fixed income, or alternative investments, catering to a wide range of investor preferences.
Reputation and Reliability
The reputation and reliability of The Advisorsu00e2u0080u0099 Inner Circle Fund II's issuer depend on the specific ETF within the fund family and its performance. Generally, the issuer is considered reputable within the ETF market.
Management Expertise
The management expertise varies across the different ETFs within The Advisorsu00e2u0080u0099 Inner Circle Fund II, with experienced portfolio managers overseeing each fund's investment strategy.
Investment Objective
Goal
The primary investment goal of The Advisorsu00e2u0080u0099 Inner Circle Fund II varies depending on the specific ETF within the fund family, but generally aims to provide investors with targeted exposure to specific market segments or investment strategies.
Investment Approach and Strategy
Strategy: The investment strategy depends on the specific ETF. Some ETFs within The Advisorsu00e2u0080u0099 Inner Circle Fund II may track a specific index, while others may employ active management strategies.
Composition The asset composition varies significantly depending on the specific ETF within The Advisorsu00e2u0080u0099 Inner Circle Fund II. It may include stocks, bonds, commodities, or a mix of assets.
Market Position
Market Share: Varies significantly based on the specific fund within the Advisors' Inner Circle Fund II.
Total Net Assets (AUM): Varies significantly based on the specific fund within the Advisors' Inner Circle Fund II.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific ETF within The Advisorsu00e2u0080u0099 Inner Circle Fund II. Some funds may face intense competition from larger, more established ETFs, while others may operate in niche market segments with less competition. Advantages and disadvantages vary from fund to fund.
Financial Performance
Historical Performance: Historical performance data varies significantly based on the specific fund within The Advisorsu00e2u0080u0099 Inner Circle Fund II and its investment strategy.
Benchmark Comparison: Benchmark comparison varies significantly based on the specific fund within The Advisorsu00e2u0080u0099 Inner Circle Fund II and its underlying assets.
Expense Ratio: The expense ratio varies depending on the specific ETF within The Advisorsu00e2u0080u0099 Inner Circle Fund II. Specific information available in the fund's prospectus.
Liquidity
Average Trading Volume
The average trading volume depends on the specific ETF within The Advisorsu00e2u0080u0099 Inner Circle Fund II, with more popular funds exhibiting higher trading volumes.
Bid-Ask Spread
The bid-ask spread depends on the specific ETF within The Advisorsu00e2u0080u0099 Inner Circle Fund II and its trading volume, with more liquid funds typically having tighter spreads.
Market Dynamics
Market Environment Factors
Market environment factors affecting The Advisorsu00e2u0080u0099 Inner Circle Fund II vary depending on the specific ETF and its underlying assets, including economic indicators, sector growth prospects, and market conditions.
Growth Trajectory
Growth trends and patterns of The Advisorsu00e2u0080u0099 Inner Circle Fund II vary depending on the specific ETF, including any changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
The competitive edge of The Advisorsu00e2u0080u0099 Inner Circle Fund II depends on the specific ETF. Some funds might have unique investment strategies, superior management, or a niche market focus. These advantages can differentiate them from competitors. The success of these strategies depends on market conditions and the fund manager's expertise.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF within The Advisorsu00e2u0080u0099 Inner Circle Fund II and its underlying assets.
Market Risk
Market risk varies depending on the specific ETF within The Advisorsu00e2u0080u0099 Inner Circle Fund II and its underlying assets. Each fund's prospectus outlines the specific risks of the underlying assets.
Investor Profile
Ideal Investor Profile
The ideal investor profile for The Advisorsu00e2u0080u0099 Inner Circle Fund II varies depending on the specific ETF. It's important to review the fund's investment objectives and risk profile to determine suitability.
Market Risk
Suitability depends on the specific ETF. Some funds may be best for long-term investors, while others may be more suitable for active traders. Review the fund's objectives and risk profile.
Summary
The Advisorsu00e2u0080u0099 Inner Circle Fund II is a fund family offering diverse ETFs catering to various investment objectives and risk profiles. Its appeal lies in its specialized approaches to different sectors or asset classes. However, each ETF's performance and suitability for individual investors must be assessed separately. The funds within the family should be analyzed individually for their financial performance and risk profile. Investors should consider their investment goals and risk tolerance before investing in any of these ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fund prospectuses
- Financial news sources
Disclaimers:
Data and analysis are for informational purposes only and do not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making 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 The Advisorsâ Inner Circle Fund II
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"). Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in common stock of large-capitalization companies. The fund may also invest up to 20% of its net assets, plus borrowings for investment purposes, in common stock of mid-capitalization companies. The fund 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.