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DUKQ
Upturn stock ratingUpturn stock rating

Northern Lights Fund Trust (DUKQ)

Upturn stock ratingUpturn stock rating
$26.76
Last Close (24-hour delay)
Profit since last BUY7.43%
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Consider higher Upturn Star rating
BUY since 40 days
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Upturn Advisory Summary

08/14/2025: DUKQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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 7.15%
Avg. Invested days 37
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
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 -
52 Weeks Range 22.42 - 28.19
Updated Date 06/28/2025
52 Weeks Range 22.42 - 28.19
Updated Date 06/28/2025

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Northern Lights Fund Trust

stock logo

ETF Overview

overview logo Overview

Northern Lights Fund Trust is a registered investment company offering a range of ETFs. It primarily focuses on providing diversified investment solutions across various sectors and asset classes, typically through actively managed or index-tracking strategies, with a commitment to transparency and investor accessibility.

reliability logo Reputation and Reliability

Northern Lights Fund Trust is known for providing operational and regulatory support to various investment advisors, showcasing reliability in fund administration.

reliability logo Management Expertise

The management team at Northern Lights Fund Trust has extensive experience in fund operations, compliance, and distribution.

Investment Objective

overview logo Goal

The primary investment goal varies depending on the specific ETF within the Northern Lights Fund Trust. Each ETF aims to deliver returns aligned with its stated investment strategy, whether it's capital appreciation, income generation, or tracking a specific benchmark.

Investment Approach and Strategy

Strategy: The investment strategy depends on the specific ETF within the trust. Some funds track specific indexes, while others are actively managed.

Composition The asset composition depends on the specific ETF. It may include stocks, bonds, commodities, or a mix of asset classes.

Market Position

Market Share: Market share data for the collective ETFs within the Northern Lights Fund Trust can vary widely depending on the sectors they operate in, making it difficult to provide an accurate single figure without specifying a fund.

Total Net Assets (AUM): The total net assets (AUM) under management by Northern Lights Fund Trust fluctuates based on market conditions and investor activity, requiring real-time data for accurate reporting. Please refer to the fund family's website for current figures.

Competitors

overview logo Key Competitors

  • IVV (iShares Core S&P 500 ETF)
  • SPY (SPDR S&P 500 ETF Trust)
  • VTI (Vanguard Total Stock Market ETF)

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar investment strategies. Northern Lights Fund Trust competes with larger, more established ETF providers. Advantages may include specialized or niche investment strategies. Disadvantages may include lower AUM and brand recognition compared to larger competitors.

Financial Performance

Historical Performance: Historical financial performance varies widely depending on the specific ETF within the Northern Lights Fund Trust. Refer to the fund's prospectus or fact sheet for specific performance data.

Benchmark Comparison: Benchmark comparison is dependent on the specific ETF. Each ETF within the trust should be compared to its respective benchmark index.

Expense Ratio: Expense ratios vary depending on the specific ETF within the trust. Refer to the fund's prospectus or fact sheet for the specific expense ratio.

Liquidity

Average Trading Volume

The average trading volume depends on the specific ETF within the Northern Lights Fund Trust and may vary significantly.

Bid-Ask Spread

The bid-ask spread depends on the specific ETF within the Northern Lights Fund Trust and current market conditions; checking real-time data is essential.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions influence the performance of the ETFs within Northern Lights Fund Trust.

Growth Trajectory

Growth trends and patterns vary for each ETF within Northern Lights Fund Trust, depending on investment strategy and market demand.

Moat and Competitive Advantages

Competitive Edge

Northern Lights Fund Trust offers smaller and actively managed ETFs, providing innovative and unique investment options that are often not available from larger providers. They often focus on specific segments, which is designed to offer more tailored exposure than broader based ETFs. Because they are smaller, they may be able to respond more quickly to changes. However, smaller fund size may result in less liquidity.

Risk Analysis

Volatility

Volatility depends on the specific ETF's holdings and investment strategy.

Market Risk

Market risk depends on the underlying assets held by each ETF within the Northern Lights Fund Trust. Diversification can mitigate some risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF. It's suitable for investors looking for specific sector or strategy exposure.

Market Risk

Suitability depends on the specific ETF and individual investor's goals, risk tolerance, and investment horizon. Active traders might use these funds to take a bet on a specific sector, long term investors might not find the narrow segments useful, and passive index followers might prefer more standard, low cost ETF options.

Summary

Northern Lights Fund Trust provides a range of ETFs with diverse investment strategies, catering to investors with specific needs and preferences. Performance depends heavily on the individual fund's objectives and holdings. Investors should carefully review the prospectus and understand the risks associated with each ETF before investing. Its smaller size allows for niche strategies, but may also result in lower liquidity. The trust offers a platform for fund managers to launch ETFs, providing operational support and distribution capabilities.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Fund prospectuses
  • ETF.com
  • Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making investment decisions.

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 Northern Lights Fund 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 ETF that seeks to achieve its investment objective by tactically allocating the fund"s assets between unaffiliated U.S. equity ETFs ("Underlying ETFs") and cash equivalents. Under normal market conditions, the advisor expects to invest substantially all of its assets in underlying ETFs.