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Upturn AI SWOT - About
Investment Managers Series Trust II - AXS Sustainable Alpha ETF (NXTE)
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Upturn Advisory Summary
08/14/2025: NXTE (1-star) is currently NOT-A-BUY. Pass it for now.
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 -16.11% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.41 - 35.55 | Updated Date 06/29/2025 |
52 Weeks Range 25.41 - 35.55 | Updated Date 06/29/2025 |
Upturn AI SWOT
Investment Managers Series Trust II - AXS Sustainable Alpha ETF
ETF Overview
Overview
The AXS Sustainable Alpha ETF (NXMR) aims to provide long-term capital appreciation by investing in a portfolio of U.S. equities with strong ESG (Environmental, Social, and Governance) characteristics. It seeks to outperform traditional market benchmarks by incorporating sustainability factors into its investment selection process.
Reputation and Reliability
AXS Investments is a relatively newer player in the ETF market, striving to build a reputation for innovative and thematic investment solutions.
Management Expertise
AXS Investments leverages experienced portfolio managers and sustainability specialists to manage the fund, incorporating ESG data and analysis into the investment process.
Investment Objective
Goal
To seek long-term capital appreciation by investing in a portfolio of U.S. equities demonstrating strong ESG characteristics.
Investment Approach and Strategy
Strategy: The fund does not track a specific index. It employs a proprietary, fundamentally driven investment process that incorporates ESG factors to identify companies with sustainable business practices and growth potential.
Composition The ETF predominantly holds U.S. equities. Sector allocation is driven by the stock selection process, with potential for diversification across various industries.
Market Position
Market Share: Due to the AXS Sustainable Alpha ETF being a new fund, the market share is low compared to other established ESG funds.
Total Net Assets (AUM): 1367000
Competitors
Key Competitors
- ESGU
- SUSL
- DSI
Competitive Landscape
The ESG ETF market is highly competitive, with numerous established funds offering various approaches to sustainable investing. NXMR differentiates itself with a proprietary stock selection process. A potential disadvantage is its relatively small size and newer status compared to larger, more established ESG ETFs. However, a smaller size allows greater flexibility to invest in small and micro-cap equities.
Financial Performance
Historical Performance: Limited historical data is available due to the ETF's recent inception.
Benchmark Comparison: Performance data should be compared against broad market indices and relevant ESG benchmarks to assess effectiveness.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The fund's average trading volume is relatively low, which may impact ease of entry and exit for larger investors.
Bid-Ask Spread
The bid-ask spread can vary depending on trading volume, potentially affecting transaction costs.
Market Dynamics
Market Environment Factors
Investor interest in ESG investing, regulatory developments, and overall market conditions influence demand for the fund.
Growth Trajectory
The fund's growth depends on its ability to attract assets and demonstrate strong risk-adjusted performance relative to its peers.
Moat and Competitive Advantages
Competitive Edge
NXMR's competitive advantage lies in its specific strategy. AXS Investments leverages experienced portfolio managers and sustainability specialists to manage the fund, incorporating ESG data and analysis into the investment process. It offers a differentiated approach within the crowded ESG ETF landscape. This unique selection process aims to identify companies with strong sustainable business practices and growth potential.
Risk Analysis
Volatility
The ETF's volatility is expected to align with the broader equity market, but could vary depending on its specific stock holdings and sector allocations.
Market Risk
The fund is subject to market risk, including fluctuations in stock prices and economic downturns. ESG considerations may impact performance relative to traditional benchmarks.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation and aligning their investments with ESG principles are ideal candidates.
Market Risk
The fund is suitable for long-term investors seeking ESG exposure, but may not be suitable for active traders due to its relatively low trading volume.
Summary
The AXS Sustainable Alpha ETF (NXMR) offers investors a unique approach to ESG investing. The fund incorporates sustainability factors into its stock selection process, aiming to achieve long-term capital appreciation. Its newer status and smaller size present both opportunities and challenges in a competitive ESG ETF market. It suits investors seeking ESG exposure and a differentiated investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AXS Investments Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investment decisions should be based on your own research and consultation with a qualified financial advisor.
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 Investment Managers Series Trust II - AXS Sustainable Alpha ETF
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 borrowings for investment purposes, in sustainable companies. The fund may invest in companies of all sizes and across economic sectors and geography. Although the advisor will attempt to invest as much of its assets as is practical in common stocks and ADRs, the advisor may maintain a reasonable (up to 20%) position in U.S. Treasury Bills and money market instruments to meet liquidity needs.
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.