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CCOR
Upturn stock ratingUpturn stock rating

Core Alternative ETF (CCOR)

Upturn stock ratingUpturn stock rating
$26.57
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Upturn Advisory Summary

08/14/2025: CCOR (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 0.63%
Avg. Invested days 51
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Core Alternative ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.