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Upturn AI SWOT - About
The Advisorsâ Inner Circle Fund III (SAMM)
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Upturn Advisory Summary
08/14/2025: SAMM (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 7.08% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.88 - 29.24 | Updated Date 06/30/2025 |
52 Weeks Range 21.88 - 29.24 | Updated Date 06/30/2025 |
Upturn AI SWOT
The Advisorsâ Inner Circle Fund III
ETF Overview
Overview
The Advisorsu2019 Inner Circle Fund III is a diverse investment vehicle encompassing various strategies and asset classes, managed by a collective investment trust to meet specific investment objectives.
Reputation and Reliability
The Advisorsu2019 Inner Circle Fund has a generally favorable reputation, overseeing multiple funds with varying degrees of success and risk.
Management Expertise
The management team consists of experienced professionals with expertise in portfolio management, risk assessment, and investment strategy across different asset classes.
Investment Objective
Goal
To achieve specific investment objectives tailored to each individual fund within The Advisorsu2019 Inner Circle Fund III.
Investment Approach and Strategy
Strategy: The ETF umbrella encompasses various strategies, from passive index tracking to active management focusing on specific sectors or asset allocations.
Composition The composition varies significantly depending on the specific fund within the umbrella, ranging from stocks and bonds to commodities and alternative investments.
Market Position
Market Share: The Advisorsu2019 Inner Circle Fund III's market share varies by specific fund and sector. It does not have one cohesive market share.
Total Net Assets (AUM): The Advisorsu2019 Inner Circle Fund III AUM varies across all funds. Exact figure not available without specifying a fund.
Competitors
Key Competitors
Competitive Landscape
Because 'The Advisorsu2019 Inner Circle Fund III' is an umbrella fund structure, it competes broadly across many sectors. Advantages and disadvantages will depend on the specific sub-fund compared to relevant ETFs.
Financial Performance
Historical Performance: Historical performance varies greatly among individual funds and strategies within The Advisorsu2019 Inner Circle Fund III. Track records depend on individual fund objectives and holdings.
Benchmark Comparison: Benchmark comparison is fund-specific and relies on each fund's investment objectives.
Expense Ratio: Expense ratio varies greatly between funds within The Advisorsu2019 Inner Circle Fund III. Refer to the specific fund factsheet.
Liquidity
Average Trading Volume
Average trading volume will vary based on the specific fund within the umbrella.
Bid-Ask Spread
Bid-ask spread will fluctuate based on the underlying fund's assets and trading activity.
Market Dynamics
Market Environment Factors
Market environment factors depend on the asset classes and strategies pursued by individual funds within The Advisorsu2019 Inner Circle Fund III.
Growth Trajectory
Growth trajectory is fund-specific, driven by market conditions, fund management effectiveness, and investor demand.
Moat and Competitive Advantages
Competitive Edge
The competitive advantages of The Advisorsu2019 Inner Circle Fund III lies in its diverse offering, providing a range of investment strategies under a single umbrella. This can attract investors seeking diversification and varied risk profiles. However, its complexity can be a drawback for investors seeking simplicity. The success of each fund depends on effective management and market conditions.
Risk Analysis
Volatility
Volatility depends on the risk profile of each underlying fund, ranging from low to high based on asset allocation and investment strategy.
Market Risk
Market risk is associated with the underlying assets held by each individual fund within The Advisorsu2019 Inner Circle Fund III, varying based on asset class and sector exposure.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific fund within The Advisorsu2019 Inner Circle Fund III. It can range from conservative investors seeking low-risk exposure to more aggressive investors looking for higher returns.
Market Risk
Suitability depends on the specific fund and its alignment with individual investor's goals, risk tolerance, and time horizon.
Summary
The Advisorsu2019 Inner Circle Fund III is a complex investment structure comprised of multiple individual funds with diverse strategies. Its strengths lie in its diversified approach and range of options for investors. However, investors need to carefully evaluate each fund's objectives, risks, and performance before investing. Due diligence and professional financial advice are essential to ensure proper investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fund Fact Sheets of the Individual Funds within The Advisorsu2019 Inner Circle Fund III
- Company Website
- Various Financial News Sources
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and seek professional advice before making any investment decisions. Past performance is not indicative of future results.
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 The Advisorsâ Inner Circle Fund III
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that principally invests in common stocks of U.S. companies, real estate investment trusts ("REITs"), master limited partnerships ("MLPs"), American Depositary Receipts ("ADRs"), shares of other investment companies, including ETFs, exchange-traded products ("ETPs") and closed-end funds, and shares of business development companies ("BDCs").
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.