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Upturn AI SWOT - About
Renaissance International IPO ETF (IPOS)
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Upturn Advisory Summary
08/14/2025: IPOS (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 4.37% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 10.71 - 14.79 | Updated Date 06/29/2025 |
52 Weeks Range 10.71 - 14.79 | Updated Date 06/29/2025 |
Upturn AI SWOT
Renaissance International IPO ETF
ETF Overview
Overview
The Renaissance International IPO ETF (IPOS) focuses on investing in newly public companies outside of the United States, offering exposure to international growth opportunities shortly after their IPOs. It seeks long-term capital appreciation by tracking the Renaissance International IPO Index. The ETF provides a way to access potentially high-growth, newly listed international companies.
Reputation and Reliability
Renaissance Capital is known for its expertise in the IPO market and its development of IPO-focused indexes.
Management Expertise
Renaissance Capital's management team has significant experience in the IPO market, providing valuable insight into newly public companies.
Investment Objective
Goal
Seeks long-term capital appreciation by investing in newly public companies outside the US.
Investment Approach and Strategy
Strategy: Tracks the Renaissance International IPO Index, which is designed to provide exposure to the largest, most liquid newly listed companies outside the United States.
Composition Primarily holds stocks of companies that have recently completed their initial public offerings in international markets.
Market Position
Market Share: Data unavailable to calculate market share at this time.
Total Net Assets (AUM): 39480000
Competitors
Key Competitors
- FPXI
Competitive Landscape
The competitive landscape involves other ETFs focusing on international or global stocks. A key advantage would be the unique focus on IPOs. The disadvantage might be higher volatility associated with newer companies.
Financial Performance
Historical Performance: Historical performance data unavailable; limited operating history.
Benchmark Comparison: Difficult to compare as it tracks a unique IPO-focused index.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The average trading volume for IPOS is relatively low, which may impact ease of trading.
Bid-Ask Spread
Given the low trading volume, the bid-ask spread could be wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic growth in international markets, investor appetite for IPOs, and regulatory changes can significantly affect IPOS's performance.
Growth Trajectory
Growth trends will depend on the number and performance of international IPOs, potentially leading to concentrated holdings in specific regions or sectors.
Moat and Competitive Advantages
Competitive Edge
IPOS offers a specialized focus on international IPOs, providing access to potentially high-growth companies early in their lifecycle. Its unique investment strategy differentiates it from broad international market ETFs. The ETF's focused approach may appeal to investors seeking targeted exposure to emerging international companies. This focus can potentially lead to outperformance during periods of strong IPO activity.
Risk Analysis
Volatility
Expected to be high due to the nature of investing in newly public companies, which are often more volatile than established firms.
Market Risk
Sensitive to overall market conditions and investor sentiment towards IPOs, particularly in the international markets it targets.
Investor Profile
Ideal Investor Profile
Investors seeking high growth potential and willing to accept higher levels of risk. Suitable for those with a long-term investment horizon.
Market Risk
Best suited for long-term investors who understand the risks associated with IPOs and international markets.
Summary
Renaissance International IPO ETF (IPOS) offers targeted exposure to newly public companies outside the United States. Its focus on IPOs provides a unique investment strategy compared to broad-based international ETFs. The ETF is expected to have higher volatility because of its focus on new companies. Due to its specialization and limited operating history, it's appropriate for investors with a high-risk tolerance and long-term investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- etf.com
- bloomberg.com
- morningstar.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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 Renaissance International IPO ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its total assets in securities that comprise the index. The index is comprised of common stocks, depositary receipts, real estate investment trusts (REITs) and partnership units. The fund may also invest up to 20% of its assets in certain futures, options, and swap contracts, cash and cash equivalents, as well as in common stocks not included in the index but which will help the fund track the index. It is non-diversified.
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.