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Upturn AI SWOT - About
Madison ETFs Trust (MSTI)
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Upturn Advisory Summary
08/14/2025: MSTI (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 7.46% | Avg. Invested days 98 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.28 - 20.62 | Updated Date 06/30/2025 |
52 Weeks Range 19.28 - 20.62 | Updated Date 06/30/2025 |
Upturn AI SWOT
Madison ETFs Trust
ETF Overview
Overview
Madison ETFs Trust is a suite of ETFs focusing on specific investment strategies and sectors. The ETFs are designed for investors seeking targeted exposure to various segments of the market with specific investment objectives.
Reputation and Reliability
The issuer's reputation depends on the specific ETF within the trust. Evaluate based on the performance and transparency of each fund.
Management Expertise
Evaluate the management team for each ETF within the trust individually, considering their experience in the specific sector or investment strategy.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Madison ETFs Trust. Each ETF has a distinct objective, such as capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: The strategy varies. Some ETFs may track specific indexes, while others might employ active management strategies or focus on particular sectors or investment themes.
Composition The asset composition depends on the specific ETF. It may include stocks, bonds, or other assets, reflecting the fund's investment strategy.
Market Position
Market Share: Varies significantly between the individual ETFs within the trust. The market share depends on the specific sector and strategy.
Total Net Assets (AUM): Data varies depending on the specific ETF in the Madison ETFs Trust.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific niche of each ETF. Competitors vary by sector and investment strategy. Madison ETFs Trust needs to differentiate itself through performance, lower fees, or unique strategies.
Financial Performance
Historical Performance: Historical performance data varies depending on the specific ETF. Analyze performance over different time periods (e.g., 1 year, 3 years, 5 years) for each ETF.
Benchmark Comparison: Compare each ETF's performance against its relevant benchmark index to assess its effectiveness. Benchmarks vary by ETF.
Expense Ratio: The expense ratio varies depending on the specific ETF. Check the specific fund's documentation for details.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF within the trust and can be found on major financial websites.
Bid-Ask Spread
The bid-ask spread depends on the specific ETF and is usually tighter for more liquid and widely traded funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions affect the individual ETFs differently, based on their strategies.
Growth Trajectory
Growth trends are dependent on the individual ETFu2019s investment strategy, sector performance and overall market sentiment. Review fund-specific holdings and strategies.
Moat and Competitive Advantages
Competitive Edge
Madison ETFs Trust's competitive advantages depend on each ETFu2019s unique investment strategy and focus. Some funds may focus on niche markets or employ proprietary strategies. Superior management and lower costs are key advantages. Differentiating factors depend on each ETF within the trust.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets. Some ETFs may be more volatile than others depending on their investment strategy.
Market Risk
Market risk depends on the asset class and sector focus of each ETF within the Madison ETFs Trust. Sector-specific ETFs have concentration risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. It ranges from conservative investors seeking income to aggressive investors seeking growth.
Market Risk
Suitability depends on the specific ETF's investment objective and risk profile. Some ETFs may be suitable for long-term investors, while others are more appropriate for active traders.
Summary
Madison ETFs Trust provides a variety of ETFs with different investment objectives and strategies. Analyzing each ETF within the trust is important to understanding its overall market positioning. Investment decisions depend on the risk tolerance and investment goals of individual investors. Before investing, carefully review the prospectus and consider consulting with a financial advisor. The trust offers targeted exposure to diverse market segments but requires fund-specific evaluation for performance and suitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Data is subject to change.
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 Madison ETFs Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. The fund may invest up to 10% of its net assets in shares of other registered investment companies that principally invest in fixed income securities.
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