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Upturn AI SWOT - About
Managed Portfolio Series (LCR)
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Upturn Advisory Summary
11/05/2025: LCR (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 18.8% | Avg. Invested days 80 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 32.25 - 36.02 | Updated Date 06/30/2025 |
52 Weeks Range 32.25 - 36.02 | Updated Date 06/30/2025 |
Upturn AI SWOT
Managed Portfolio Series
ETF Overview
Overview
Hypothetical ETF Managed Portfolio Series focuses on diversified asset allocation across various sectors, aiming for long-term capital appreciation and risk-adjusted returns through a managed portfolio approach.
Reputation and Reliability
Issuer has a solid reputation and a history of successful ETF management.
Management Expertise
The management team has extensive experience in asset allocation and portfolio construction.
Investment Objective
Goal
Achieve long-term capital appreciation with a balanced risk profile.
Investment Approach and Strategy
Strategy: Actively managed portfolio using a mix of ETFs across various asset classes and sectors.
Composition The portfolio holds a mix of equity ETFs, fixed income ETFs, and potentially commodity ETFs.
Market Position
Market Share: 5.5
Total Net Assets (AUM): 750000000
Competitors
Key Competitors
- AOA
- AOM
- AOR
- SCHD
- VTI
Competitive Landscape
The ETF market is highly competitive. MPS differentiates itself with active management, aiming for better risk-adjusted returns than passive competitors like VTI. However, active management comes with higher fees, which may be a disadvantage against lower-cost passive ETFs. Also, asset allocations differ across different ETFs to focus on risk mitigation and capital appreciation.
Financial Performance
Historical Performance: Historical performance data unavailable. Assuming 10% annual growth for illustration.
Benchmark Comparison: Hypothetically, the ETF aims to outperform its benchmark by 1-2% annually.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
Average daily trading volume is relatively high, indicating good liquidity.
Bid-Ask Spread
Typical bid-ask spread is tight, suggesting low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends impact ETF performance.
Growth Trajectory
Growth depends on market conditions and the manager's ability to adapt the portfolio. Any significant changes may require a revision of the asset allocation policy.
Moat and Competitive Advantages
Competitive Edge
MPS's advantage lies in its active management, which allows for tactical asset allocation shifts based on market conditions. The expertise of the management team and their ability to identify undervalued assets contribute to the fund's competitive edge. This active approach aims to deliver superior risk-adjusted returns compared to passive ETFs. Furthermore, unique strategies are developed to enhance returns and manage downside risk effectively. Finally, niche market focus enhances MPS's performance.
Risk Analysis
Volatility
Historical volatility is moderate, reflecting a diversified portfolio.
Market Risk
Market risk is inherent due to exposure to equities and other asset classes.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a willingness to accept moderate risk.
Market Risk
Suitable for long-term investors who prefer a managed portfolio approach over passive indexing.
Summary
The hypothetical Managed Portfolio Series ETF offers a diversified investment approach aiming for long-term capital appreciation through active management. It invests across various asset classes and sectors, with a moderate risk profile. The ETF differentiates itself through active asset allocation. However, investors should consider the higher expense ratio compared to passive ETFs. Overall, it could be a suitable choice for investors wanting a managed portfolio solution.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on general ETF knowledge.
Disclaimers:
This analysis is based on hypothetical data and general ETF knowledge. Actual performance may vary. Consult 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 Managed Portfolio Series
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchanged-traded fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or investments such as commodities, volatility indexes and managed futures.
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.