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Upturn AI SWOT - About
Running Oak Efficient Growth ETF (RUNN)
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Upturn Advisory Summary
10/24/2025: RUNN (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 22.36% | Avg. Invested days 115 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.60 - 35.44 | Updated Date 06/30/2025 |
52 Weeks Range 28.60 - 35.44 | Updated Date 06/30/2025 |
Upturn AI SWOT
Running Oak Efficient Growth ETF
ETF Overview
Overview
The Running Oak Efficient Growth ETF seeks long-term capital appreciation by investing in a diversified portfolio of primarily large-cap U.S. companies exhibiting growth characteristics. The ETF focuses on companies with strong financial metrics and efficient capital allocation.
Reputation and Reliability
Details about the issuer's reputation and reliability in the market are currently unavailable due to the ETF's relatively new status.
Management Expertise
Information regarding the management team's specific experience and expertise for this particular ETF is limited due to its recent inception.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF uses a quantitative approach to identify and select companies with strong growth potential and efficient capital allocation.
Composition The ETF primarily holds large-cap U.S. stocks.
Market Position
Market Share: Data unavailable due to the ETF's recent launch.
Total Net Assets (AUM): Data unavailable due to the ETF's recent launch.
Competitors
Key Competitors
- VUG
- IVW
- QQQ
- SCHG
Competitive Landscape
The growth ETF landscape is highly competitive, dominated by established funds with significant AUM. Running Oak's ETF needs to differentiate itself through unique stock selection or lower fees. Advantages would be a highly refined quantitative selection, while disadvantages include low AUM and the need to build a track record.
Financial Performance
Historical Performance: Historical performance data is unavailable due to the ETF's recent inception.
Benchmark Comparison: Benchmark comparison is unavailable due to the ETF's recent inception.
Expense Ratio: Expense ratio is not available due to the ETF's recent launch.
Liquidity
Average Trading Volume
Average trading volume data is not available due to the ETF's recent inception.
Bid-Ask Spread
Bid-ask spread data is not available due to the ETF's recent inception.
Market Dynamics
Market Environment Factors
The ETF's performance will be influenced by overall market conditions, economic growth, interest rates, and investor sentiment towards growth stocks.
Growth Trajectory
As a new ETF, the growth trajectory will depend on its ability to attract assets and deliver competitive performance. Future strategy changes and holdings adjustments will be important to monitor.
Moat and Competitive Advantages
Competitive Edge
Running Oak Efficient Growth ETFu2019s potential advantages lie in its quantitative approach, aiming for efficient capital allocation and identifying companies with robust financial metrics. The strategy emphasizes a data-driven approach to stock selection. Success will depend on the effectiveness of the quantitative model in identifying superior growth opportunities and managing risk effectively. Further analysis will be needed once performance data is available to assess whether the approach translates into tangible results.
Risk Analysis
Volatility
Volatility data is currently unavailable due to the ETF's short history.
Market Risk
The ETF is subject to market risk, particularly related to fluctuations in the value of growth stocks. Economic downturns and changes in investor sentiment can negatively impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ETF may be suitable for investors seeking long-term capital appreciation and exposure to U.S. growth stocks. Investors should have a moderate to high risk tolerance.
Market Risk
The ETF may be suitable for long-term investors seeking growth, but less suited for risk-averse or income-focused investors. Active traders might consider it, but should be cautious given the need for liquidity.
Summary
The Running Oak Efficient Growth ETF is a relatively new fund aiming to provide long-term capital appreciation through investment in U.S. growth stocks using a quantitative approach. Given its recent inception, limited data is available to assess its performance and market position. Its success will depend on its ability to attract assets, deliver competitive returns, and effectively manage risk. Investors should closely monitor its development and performance over time before making investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- Individual ETF Prospectus
Disclaimers:
The information provided 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 any investment decisions. Market share data is based on estimates and may not be precise. Performance data is not available for new ETFs.
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 Running Oak Efficient Growth ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is in an actively managed exchange-traded fund ("ETF"). Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large and mid-sized U.S. companies with market capitalizations of at least $5 billion. The fund is roughly equally-weighted with 50-75 stocks typically held in the portfolio. The fund may invest up to 20% of net assets in non-U.S. companies. 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.