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Upturn AI SWOT - About
Impact Shares NAACP Minority Empowerment ETF (NACP)
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Upturn Advisory Summary
08/14/2025: NACP (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 33.93% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 34.40 - 43.95 | Updated Date 06/29/2025 |
52 Weeks Range 34.40 - 43.95 | Updated Date 06/29/2025 |
Upturn AI SWOT
Impact Shares NAACP Minority Empowerment ETF
ETF Overview
Overview
The Impact Shares NAACP Minority Empowerment ETF (NACP) seeks to provide investment results that correspond to the performance of the Morningstar Minority Empowerment Index. It primarily focuses on large-cap companies demonstrating strong minority empowerment policies and practices. The ETF invests in US equities.
Reputation and Reliability
Impact Shares is known for its focus on social impact investing. While smaller than major issuers, it has a growing reputation.
Management Expertise
Impact Shares partners with organizations like the NAACP, leveraging their expertise in social responsibility.
Investment Objective
Goal
To replicate the performance of the Morningstar Minority Empowerment Index, reflecting companies with strong minority empowerment policies.
Investment Approach and Strategy
Strategy: The ETF tracks the Morningstar Minority Empowerment Index, employing a passive investment strategy.
Composition Primarily US equities of large-cap companies.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): 13000000
Competitors
Key Competitors
- CRBN
- ESGV
- SUSL
- DSI
Competitive Landscape
The ESG ETF market is competitive. NACP differentiates itself with its specific focus on minority empowerment, while larger ESG ETFs like CRBN and ESGV have broader environmental and social criteria. NACP's AUM is significantly lower than its competitors, which could impact liquidity.
Financial Performance
Historical Performance: Historical performance data is not available due to the limited operating history of the ETF.
Benchmark Comparison: Benchmark comparison data is not available due to the limited operating history of the ETF.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume for NACP is relatively low, indicating potentially lower liquidity.
Bid-Ask Spread
The bid-ask spread for NACP can be wider compared to more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Investor sentiment towards ESG and socially responsible investing, regulatory changes impacting ESG disclosures, and overall market conditions influence NACP's performance.
Growth Trajectory
The ETF's growth depends on increased investor awareness of minority empowerment issues and demand for socially responsible investment options. The ETF might need active marketing to increase awareness of its focus.
Moat and Competitive Advantages
Competitive Edge
NACP's competitive edge lies in its explicit focus on minority empowerment, a niche within the broader ESG landscape. It offers investors a direct way to support companies committed to racial equity. The partnership with the NAACP adds credibility and social validation. However, it faces the challenge of attracting sufficient assets to improve liquidity and trading efficiency.
Risk Analysis
Volatility
Insufficient data to accurately assess historical volatility.
Market Risk
The fund is subject to market risk, including potential declines in the value of its holdings due to economic downturns or changes in investor sentiment. The fund is more focused than broader market ETFs, which could expose investors to sector specific risks.
Investor Profile
Ideal Investor Profile
Ideal investors include those specifically seeking socially responsible investments with a focus on minority empowerment and are comfortable with potentially lower liquidity and higher expense ratio.
Market Risk
NACP is more suitable for long-term investors aligned with its mission who are not highly sensitive to short-term price fluctuations.
Summary
Impact Shares NAACP Minority Empowerment ETF (NACP) offers a unique investment opportunity for those prioritizing minority empowerment within their ESG portfolio. It tracks the Morningstar Minority Empowerment Index and partners with the NAACP. While providing a targeted approach to socially responsible investing, potential investors should consider the fund's smaller AUM, lower liquidity, and potentially higher bid-ask spread. Its performance is tied to the success of its underlying holdings and the broader ESG market sentiment, and therefore should be monitored closely.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Impact Shares, Morningstar, ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making 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 Impact Shares NAACP Minority Empowerment ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will, under normal circumstances, invest at least 80% of its total assets, plus borrowings for investment purposes (the 80% basket) in component securities of the underlying index (Component Securities). The underlying index is designed to measure the performance of large and mid- capitalization companies that are empowering to minorities, and to exhibit risk and return characteristics similar to those of the Morningstar U.S. Large-Mid Cap ® Index.
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