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Upturn AI SWOT - About
Macquarie ETF Trust (LRGG)
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Upturn Advisory Summary
06/30/2025: LRGG (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 5.22% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.29 - 28.65 | Updated Date 06/30/2025 |
52 Weeks Range 23.29 - 28.65 | Updated Date 06/30/2025 |
Upturn AI SWOT
Macquarie ETF Trust
ETF Overview
Overview
Macquarie ETF Trust is a suite of exchange-traded funds offering exposure to various sectors and investment strategies. The ETFs aim to provide investors with diversification and targeted market access through passively or actively managed funds.
Reputation and Reliability
Macquarie is a global financial services group with a strong reputation. Macquarie has a long track record in managing investments and providing financial solutions.
Management Expertise
Macquarie's ETF management team consists of experienced professionals with expertise in investment management, trading, and ETF operations.
Investment Objective
Goal
The primary investment goal varies across the Macquarie ETF Trust's funds, ranging from tracking specific market indices to generating income or achieving capital appreciation.
Investment Approach and Strategy
Strategy: The investment strategies range from passive index tracking to active management, depending on the specific ETF within the trust.
Composition The asset composition varies widely across the ETFs, including stocks, bonds, commodities, and derivatives, depending on the fund's objective.
Market Position
Market Share: Market share varies based on individual fund and sector.
Total Net Assets (AUM): Data varies based on individual funds within the trust.
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar investment strategies. Macquarie ETFs face competition from larger, more established ETF providers with greater brand recognition and lower expense ratios. The competitive advantages could include specialized strategies or lower fees, if applicable. A disadvantage is relatively smaller scale.
Financial Performance
Historical Performance: Historical performance varies based on the specific ETF within the trust.
Benchmark Comparison: Benchmark comparison varies based on the specific ETF and its underlying index.
Expense Ratio: Expense ratios vary based on the specific ETF within the trust.
Liquidity
Average Trading Volume
Average trading volume varies greatly among ETFs within the Macquarie ETF Trust.
Bid-Ask Spread
Bid-ask spread varies depending on the ETF's trading volume and market capitalization.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of Macquarie ETFs.
Growth Trajectory
Growth trends depend on the specific ETF's strategy and its ability to attract assets and generate returns. Changes to strategy and holdings are disclosed in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
Macquarie ETF Trust's competitive advantages hinge on unique or specialized investment strategies, lower fees, or superior risk-adjusted returns compared to peers. The trustu2019s size and brand recognition are challenges. Differentiation and specific fund performance are key. Success depends on attracting assets and managing them effectively.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF and the asset classes it invests in.
Market Risk
Market risk is inherent in all ETFs, especially those tracking equities or other volatile asset classes. Sector-specific ETFs are particularly susceptible to risks specific to those industries.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF. Macquarie ETF Trust may suit investors seeking targeted exposure to specific sectors, investment strategies, or asset classes.
Market Risk
Suitability depends on the specific ETF. Some ETFs may be suitable for long-term investors, while others may be more appropriate for active traders.
Summary
Macquarie ETF Trust offers a range of ETFs with diverse investment objectives and strategies. The ETFs face stiff competition from larger providers in the ETF market. Success depends on their ability to differentiate through innovative strategies and to generate competitive risk-adjusted returns. Potential investors should carefully consider the specific investment objectives, risks, and fees of each ETF before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Macquarie ETF Trust Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is an approximation and may vary depending on the source and methodology.
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 Macquarie ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large capitalization companies. The fund"s securities will primarily include equity securities of growth-oriented companies selected by Delaware Management Company, the fund"s investment adviser ("Manager") that the Manager believes are high quality and have competitively advantaged business models and growth potential over the long term. The fund 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.