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Upturn AI SWOT - About
Simplify Managed Futures Strategy ETF (CTA)
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Upturn Advisory Summary
10/24/2025: CTA (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 5.51% | Avg. Invested days 56 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta -0.39 | 52 Weeks Range 24.38 - 29.81 | Updated Date 06/29/2025 |
52 Weeks Range 24.38 - 29.81 | Updated Date 06/29/2025 |
Upturn AI SWOT
Simplify Exchange Traded Funds
ETF Overview
Overview
The Simplify Managed Futures Strategy ETF (CTA) seeks capital appreciation by investing in a portfolio of futures contracts across various asset classes. It employs a systematic, trend-following approach to capture potential gains from rising or falling markets.
Reputation and Reliability
Simplify Asset Management is a relatively newer firm focused on innovative ETF strategies, with a growing reputation for alternative investment solutions.
Management Expertise
Simplify's management team possesses experience in quantitative finance and alternative investments, contributing to their strategy-focused approach.
Investment Objective
Goal
The ETF aims to provide capital appreciation through exposure to managed futures strategies.
Investment Approach and Strategy
Strategy: The ETF invests in futures contracts across various asset classes using a systematic, trend-following approach.
Composition The ETF holds futures contracts on equities, fixed income, currencies, and commodities.
Market Position
Market Share: CTA's market share within the managed futures ETF category is growing but remains a smaller player compared to established funds.
Total Net Assets (AUM): 304874085
Competitors
Key Competitors
- KMLM
- FTCS
- DBMF
Competitive Landscape
The managed futures ETF market includes both established and emerging players. CTA competes on its systematic approach and potential for diversification, while facing competition from larger funds with longer track records and different strategy implementations. CTA's advantages lie in its specific model, but disadvantages include a shorter track record.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved and analyzed to understand its track record.
Benchmark Comparison: Benchmark comparisons are not applicable since CTA's strategy is not benchmarked to any standard market benchmark.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically competitive, reflecting the ETF's trading volume and underlying market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, and commodity price trends significantly influence the performance of managed futures strategies.
Growth Trajectory
Growth depends on the sustained interest in alternative strategies and the ETF's ability to deliver competitive risk-adjusted returns. Changes in strategy and holdings are proactively managed to adapt to market dynamics.
Moat and Competitive Advantages
Competitive Edge
CTA offers a systematic, trend-following approach to managed futures. Its agility to respond to trends in various sectors provides a unique advantage. It differentiates itself with a focus on optimized risk-adjusted returns compared to other managed futures ETFs. The relatively simple implementation makes it accessible to a wider range of investors seeking portfolio diversification.
Risk Analysis
Volatility
Historical volatility data is needed for assessment. Managed futures strategies can exhibit varying levels of volatility depending on market conditions.
Market Risk
The ETF is exposed to market risk through its futures contracts across various asset classes. Changes in economic conditions, geopolitical events, or investor sentiment can impact performance.
Investor Profile
Ideal Investor Profile
CTA is suitable for investors seeking diversification and alternative investment exposure with the potential for capital appreciation. Investors should have a moderate to high-risk tolerance and an understanding of managed futures strategies.
Market Risk
CTA is suited for long-term investors seeking portfolio diversification or active traders aiming to profit from short-term market trends.
Summary
The Simplify Managed Futures Strategy ETF (CTA) provides exposure to managed futures through a systematic, trend-following approach. It aims to generate capital appreciation across various asset classes. It's suitable for investors seeking diversification and alternative investment strategies, offering potential benefits during periods of market uncertainty. However, investors should consider its relatively shorter track record and expense ratio compared to established competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change rapidly. Investors should consult with a financial advisor before making any 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 Simplify Exchange Traded Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests in a portfolio of equity, U.S. Treasury, commodity, and foreign exchange futures contracts (collectively, "Futures Contracts"). Typically, it will not invest directly in commodity futures contracts. The Advisor expects to gain exposure to these investments by investing up to 25% of its assets in a wholly-owned subsidiary of the fund organized under the laws of the Cayman Islands (the "Subsidiary").
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