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Core Alternative ETF (CCOR)



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Upturn Advisory Summary
08/14/2025: CCOR (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 0.63% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.15 | 52 Weeks Range 24.42 - 28.06 | Updated Date 06/29/2025 |
52 Weeks Range 24.42 - 28.06 | Updated Date 06/29/2025 |
Upturn AI SWOT
Core Alternative ETF
ETF Overview
Overview
The Core Alternative ETF aims to provide diversified exposure to alternative asset classes, seeking returns uncorrelated with traditional stocks and bonds. It focuses on generating income and capital appreciation through investments in real estate, commodities, and other alternative strategies.
Reputation and Reliability
Details about the issuer's reputation and track record in the market are generally positive, though reliant on the fund's specific management and asset allocation.
Management Expertise
The management team's expertise is focused on alternative investments, with experience in asset allocation and risk management within these specific asset classes.
Investment Objective
Goal
The primary investment goal is to generate returns that are not highly correlated with traditional equity and fixed-income markets, providing diversification benefits.
Investment Approach and Strategy
Strategy: The ETF aims to achieve its objective by allocating assets across various alternative investment categories.
Composition The ETF holds a mix of assets, including real estate investment trusts (REITs), commodities, infrastructure, and other alternative asset classes.
Market Position
Market Share: The ETFu2019s market share depends on the specific segment of the alternative ETF market. Market data is required to provide accurate market share of this specific fund.
Total Net Assets (AUM): Insufficient information available to provide the exact AUM.
Competitors
Key Competitors
- QAI
- MNA
- ALTS
- BTAL
- HDG
Competitive Landscape
The alternative ETF market is competitive, with numerous funds offering various strategies. Core Alternative ETF's advantages depend on its specific asset allocation and performance compared to its peers. Competitors may have lower expense ratios, higher AUM, or different risk profiles.
Financial Performance
Historical Performance: Historical financial performance data for this specific ETF is unavailable. Requires historical returns, standard deviation and Sharpe Ratio data across different time periods.
Benchmark Comparison: Performance comparison to a benchmark index is needed to gauge effectiveness. The appropriate benchmark depends on the specific asset allocation strategy of the ETF.
Expense Ratio: Insufficient information available to provide the exact expense ratio.
Liquidity
Average Trading Volume
Average trading volume data is needed to accurately assess the ETF's liquidity.
Bid-Ask Spread
Bid-ask spread data is needed to assess the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects for real estate and commodities, and overall market conditions impact Core Alternative ETF's performance. Inflation and interest rate changes can significantly affect alternative asset classes.
Growth Trajectory
Analyzing historical performance and changes in strategy and holdings can reveal growth trends. Insufficient data is provided to accurately determine growth trajectory.
Moat and Competitive Advantages
Competitive Edge
Core Alternative ETF's competitive edge depends on its unique asset allocation, management expertise, and expense ratio relative to peers. A focused approach to specific alternative asset classes and a strong risk management process can provide advantages. Differentiated performance and competitive costs would be important differentiators. The ability to provide consistent, uncorrelated returns over time is crucial.
Risk Analysis
Volatility
Assessing historical volatility is required. Data on beta, standard deviation and drawdown is unavailable at this time.
Market Risk
Specific risks include commodity price volatility, real estate market fluctuations, interest rate risk, and regulatory changes affecting alternative asset classes. Correlations between alternative assets and traditional markets can also change over time, impacting diversification benefits.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversification beyond traditional assets and willing to accept the risks associated with alternative investments. Investors with a long-term investment horizon may be better suited.
Market Risk
This ETF may be suitable for long-term investors seeking diversification. Active traders may find it useful for tactical allocation, but the liquidity needs to be considered. It's not a passive index follower, but can complement such strategies.
Summary
The Core Alternative ETF seeks to provide diversification through alternative assets like real estate and commodities, aiming for returns uncorrelated with traditional markets. Its performance and risk profile depend on its specific asset allocation strategy and management expertise. Economic conditions and market dynamics heavily influence its performance. Its suitability lies in its ability to enhance diversification for long-term investors willing to navigate the complexities of alternative investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Bloomberg
- Issuer Websites
Disclaimers:
This analysis is based on limited information and publicly available data. Investment decisions should be made after consulting with a qualified financial advisor. Past performance is not indicative of future results.
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 Core Alternative ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund invests primarily in U.S. equity securities that tend to offer current dividends. It focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and their willingness to increase dividends over time.

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