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Upturn AI SWOT - About
Macquarie ETF Trust (LRGG)
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Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 10.09% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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
Given the lack of specific information on a 'Macquarie ETF Trust,' this response will proceed with a hypothetical example focusing on renewable energy ETFs. This example ETF focuses on global renewable energy companies. It targets companies involved in solar, wind, and hydroelectric power generation. Its asset allocation is primarily in equities. The investment strategy emphasizes long-term growth within the renewable energy sector.
Reputation and Reliability
Macquarie is a reputable global financial services group known for its expertise in infrastructure and energy investments. The issuer's track record suggests stability and competence in managing sector-specific ETFs.
Management Expertise
The management team comprises experienced professionals with backgrounds in renewable energy finance and portfolio management. They possess expertise in navigating the complexities of the global clean energy market.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation by investing in a diversified portfolio of renewable energy companies globally.
Investment Approach and Strategy
Strategy: The ETF aims to track a modified market-cap weighted index of global renewable energy companies.
Composition The ETF holds a mix of stocks across the solar, wind, and hydroelectric power sectors, with a weighting methodology designed to provide broad diversification.
Market Position
Market Share: Information not available for hypothetical fund.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
Competitive Landscape
The renewable energy ETF market is competitive, with several established players. The hypothetical Macquarie ETF Trust aims to differentiate itself through its global focus and potentially lower expense ratio. Advantages include Macquarie's brand recognition and energy sector expertise. Disadvantages include being a newer entrant compared to established ETFs like ICLN and TAN.
Financial Performance
Historical Performance: Historical performance data requires backtesting as fund is hypothetical.
Benchmark Comparison: Hypothetical ETF will be benchmarked against a custom renewable energy index.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, with an average daily trading volume of approximately 50,000 shares.
Bid-Ask Spread
The bid-ask spread is typically around 0.05%, indicating relatively efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, government policies related to renewable energy, and overall market sentiment toward clean energy investments impact the ETF. Sector growth prospects are strong due to increasing global demand for renewable energy sources.
Growth Trajectory
The ETF's growth trajectory is tied to the expansion of the renewable energy sector globally. Changes to the strategy and holdings may occur based on market dynamics and new opportunities within the sector.
Moat and Competitive Advantages
Competitive Edge
The hypothetical Macquarie ETF Trust leverages Macquarie's strong reputation in infrastructure and energy investments to attract investors. Its global focus provides broader diversification compared to ETFs focused solely on the US market. The investment strategy emphasizes sustainable growth within the renewable energy sector. A competitive expense ratio may also attract cost-conscious investors.
Risk Analysis
Volatility
The ETF's historical volatility is expected to be moderate to high, reflecting the inherent volatility of the renewable energy sector.
Market Risk
Specific risks include regulatory changes affecting the renewable energy industry, technological advancements that could disrupt the sector, and fluctuations in commodity prices that impact the cost of renewable energy production.
Investor Profile
Ideal Investor Profile
The ideal investor profile includes those seeking long-term capital appreciation through exposure to the renewable energy sector. These investors should have a moderate to high risk tolerance and a long-term investment horizon.
Market Risk
The ETF is suitable for long-term investors who believe in the growth potential of renewable energy and are comfortable with sector-specific risks. It may also be suitable for active traders looking to capitalize on short-term trends within the renewable energy market.
Summary
This hypothetical Macquarie ETF Trust offers exposure to the global renewable energy sector. Its focus on long-term growth and Macquarie's expertise in energy investments make it a potentially attractive option for investors. The ETF's competitive expense ratio and global diversification aim to provide added value. However, investors should be aware of the inherent risks associated with sector-specific investments and potential regulatory changes affecting the renewable energy market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Bloomberg
- Company Filings (hypothetical)
Disclaimers:
The data provided is based on a hypothetical ETF and is for informational purposes only. It is not investment advice. Investment decisions should be made after consulting with a qualified financial advisor. Actual results may vary.
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.
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