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Upturn AI SWOT - About
Managed Portfolio Series (LCR)
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Upturn Advisory Summary
08/14/2025: 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 15.56% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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
Managed Portfolio Series is a hypothetical series of ETFs providing diversified investment solutions across various asset classes and investment strategies, tailored to different risk tolerances and investment goals.
Reputation and Reliability
Hypothetical issuer with a strong reputation for innovation and client-centric investment solutions.
Management Expertise
Hypothetical management team with extensive experience in portfolio management, asset allocation, and risk management.
Investment Objective
Goal
To provide investors with a diversified portfolio solution tailored to their specific risk profile and investment objectives.
Investment Approach and Strategy
Strategy: Aims to provide diversified exposure to different asset classes, sectors, and investment styles through a combination of underlying ETFs.
Composition Typically holds a mix of stocks, bonds, commodities, and alternative assets, allocated based on the target risk profile of the specific portfolio within the series.
Market Position
Market Share: N/A
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- IVV
- VTI
- SPY
- AGG
- BND
Competitive Landscape
The competitive landscape is crowded with established ETF providers offering diverse strategies. Managed Portfolio Series competes on customization and a holistic approach. A key advantage is tailored portfolios, but a disadvantage could be higher fees compared to passively managed ETFs.
Financial Performance
Historical Performance: Performance data varies based on the specific portfolio within the series. [5.2, 8.5, 12.1, 6.8, 9.3]
Benchmark Comparison: Performance is benchmarked against a composite index that reflects the asset allocation of each specific portfolio.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The ETF's liquidity is generally high, reflecting its diversified holdings and broad investor base.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all influence the performance of the underlying assets within the Managed Portfolio Series.
Growth Trajectory
Growth is driven by increasing demand for diversified investment solutions and customized portfolio management.
Moat and Competitive Advantages
Competitive Edge
Managed Portfolio Series's competitive advantage lies in its ability to provide investors with a single, diversified solution tailored to their specific needs. Its combination of strategic asset allocation, active management, and risk management expertise create a unique offering. Its competitive edge is further reinforced by the hypothetical issuer's strong brand reputation and track record. This holistic approach can deliver superior risk-adjusted returns compared to individual ETF investments.
Risk Analysis
Volatility
Volatility depends on the specific portfolio's asset allocation, ranging from low for conservative portfolios to high for aggressive portfolios. [7.5, 10.2, 15.8]
Market Risk
Market risk is inherent in the underlying assets, including stocks, bonds, and commodities, which are subject to fluctuations in market conditions and investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a diversified investment solution that aligns with their risk tolerance, time horizon, and financial goals.
Market Risk
Suited for both long-term investors and those seeking a professionally managed portfolio solution with ongoing adjustments and rebalancing.
Summary
Managed Portfolio Series offers diversified investment portfolios managed by experienced professionals. With tailored asset allocations based on risk profiles, it seeks to provide investors with long-term growth and risk-adjusted returns. The expense ratio reflects active management and ongoing portfolio adjustments. While its performance is subject to market risks and the effectiveness of the management team, it provides a holistic investment solution for various investor needs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Data
- Market Research
- Industry Analysis
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Hypothetical performance data is not indicative of future results.
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.