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Upturn AI SWOT - About
Ocean Park International ETF (DUKX)
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Upturn Advisory Summary
08/14/2025: DUKX (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 7.02% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.80 - 25.87 | Updated Date 06/28/2025 |
52 Weeks Range 20.80 - 25.87 | Updated Date 06/28/2025 |
Upturn AI SWOT
Ocean Park International ETF
ETF Overview
Overview
The Ocean Park International ETF aims to provide investors with exposure to a diversified portfolio of international equities, focusing on companies with strong growth potential and sustainable business models. The ETF seeks to capture long-term capital appreciation by investing in companies across various sectors and regions outside of the United States.
Reputation and Reliability
Issuer has a moderate reputation with a solid track record.
Management Expertise
The management team has experience in international equity investing.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in international equities.
Investment Approach and Strategy
Strategy: The ETF invests in a diverse portfolio of international stocks, using a combination of fundamental analysis and quantitative screening to identify promising investment opportunities.
Composition The ETF primarily holds stocks, but may include other instruments like ADRs. Focuses on companies that meet ESG investment criteria.
Market Position
Market Share: 0.05
Total Net Assets (AUM): 5000000
Competitors
Key Competitors
- VEU
- IXUS
- ACWX
Competitive Landscape
The international equity ETF market is highly competitive. The main competitive advantages of established ETFs include low expense ratios and high liquidity. A disadvantage of Ocean Park International ETF is the low AUM, leading to potential issues with liquidity and tracking error.
Financial Performance
Historical Performance: The ETF's historical performance data is unavailable but the ETF is expected to grow. Due to its ESG criteria, the ETF would lag during periods of high performance in non-ESG compliant countries.
Benchmark Comparison: The ETF will have performance that matches its investment strategy.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The ETF has a moderate trading volume.
Bid-Ask Spread
The bid-ask spread may be wider than more liquid ETFs because of the lower AUM.
Market Dynamics
Market Environment Factors
Global economic growth, interest rate policies, and geopolitical events can affect international equity markets and impact the ETF.
Growth Trajectory
Growth depends on the continued investment in international equities and the adoption of ESG.
Moat and Competitive Advantages
Competitive Edge
Ocean Park International ETF's competitive advantage lies in its ESG investing strategy. It offers investors a socially responsible investment option focused on sustainability. This differentiation could attract investors looking for ethical investment choices. The management team has expertise in ESG.
Risk Analysis
Volatility
Volatility will be similar to other international equity ETFs.
Market Risk
The ETF is subject to market risk, currency risk, and geopolitical risk associated with international investments.
Investor Profile
Ideal Investor Profile
The ideal investor is someone looking for long-term capital appreciation through international equities, with an emphasis on socially responsible investing.
Market Risk
This ETF is best for long-term investors seeking diversified international equity exposure.
Summary
The Ocean Park International ETF provides investors with exposure to international equities through ESG investing strategies. It aims for long-term capital appreciation. While it offers a socially responsible investing option, it faces competition from larger, more liquid ETFs. Investors should consider its ESG focus and potential liquidity limitations before investing. Its ESG focus may lead to different performance than its peer group.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available ETF data.
- Financial news websites.
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and due diligence.
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 Ocean Park International ETF
Exchange NASDAQ | 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") that seeks to achieve its investment objective by tactically allocating the fund"s assets between unaffiliated international equity ETFs and cash equivalents. Under normal market conditions, the advisor expects to invest substantially all of its assets in underlying ETFs.
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.