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Upturn AI SWOT - About
The Advisorsâ Inner Circle Fund III (SAMM)
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Upturn Advisory Summary
10/24/2025: 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 16.19% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 collective investment trust offering various investment options across different asset classes and investment strategies, managed by different sub-advisors within a single fund structure. It provides access to diverse investment approaches, aiming for long-term capital appreciation or income generation depending on the specific portfolio.
Reputation and Reliability
The Advisors' Inner Circle Fund III is a series of funds that allows multiple investment managers to offer strategies under a single umbrella. Its reputation is built on offering diverse and accessible investment options.
Management Expertise
The management expertise varies based on the sub-advisor responsible for each individual portfolio within the fund. Each sub-advisor brings its specialized knowledge and experience.
Investment Objective
Goal
The primary investment goal varies depending on the specific portfolio within The Advisors' Inner Circle Fund III, ranging from capital appreciation to income generation.
Investment Approach and Strategy
Strategy: The Advisors' Inner Circle Fund III does not track a specific index but offers a variety of actively managed portfolios with different strategies.
Composition The composition varies significantly across portfolios within The Advisors' Inner Circle Fund III, potentially including stocks, bonds, commodities, and other asset classes.
Market Position
Market Share: Market share varies widely depending on the specific investment portfolio and its competitive landscape within The Advisors' Inner Circle Fund III.
Total Net Assets (AUM): Information on the total net assets (AUM) requires specifying the portfolio. Varies greatly depending on the fund within The Advisors' Inner Circle Fund III.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends heavily on the specific portfolio strategy within The Advisors' Inner Circle Fund III. Its advantages lie in offering diverse investment options under one umbrella, while disadvantages may include higher expense ratios and performance variability across portfolios.
Financial Performance
Historical Performance: Historical financial performance varies significantly across the portfolios within The Advisors' Inner Circle Fund III, requiring examination of each specific investment strategy.
Benchmark Comparison: Benchmark comparison depends on the specific portfolio and its investment strategy, necessitating a comparison to relevant benchmarks for each investment option.
Expense Ratio: Expense ratios vary depending on the portfolio within The Advisors' Inner Circle Fund III. Check the prospectus for each investment strategy within the fund.
Liquidity
Average Trading Volume
Average trading volume depends on the specific portfolio within The Advisors' Inner Circle Fund III, varying significantly.
Bid-Ask Spread
Bid-ask spread varies depending on the portfolio within The Advisors' Inner Circle Fund III; check the specific investment option for details.
Market Dynamics
Market Environment Factors
Market environment factors influencing The Advisors' Inner Circle Fund III depend on the specific portfolio's asset allocation and investment strategy.
Growth Trajectory
The growth trajectory of The Advisors' Inner Circle Fund III depends on the specific investment strategies offered and market conditions.
Moat and Competitive Advantages
Competitive Edge
The Advisorsu2019 Inner Circle Fund III provides a platform for different investment managers to offer strategies in a single fund structure. It offers diversification benefits to investors seeking access to multiple investment approaches. The diversified offering attracts investors looking for a comprehensive solution within a single fund family. It consolidates multiple investment strategies, reducing administrative overhead and potentially lowering costs compared to investing in separate funds.
Risk Analysis
Volatility
Volatility depends on the specific portfolios within The Advisors' Inner Circle Fund III, requiring review of each investment option.
Market Risk
Market risk depends on the underlying assets of the portfolios within The Advisors' Inner Circle Fund III; review each investment strategy for its market risk exposure.
Investor Profile
Ideal Investor Profile
The ideal investor profile is suitable for investors seeking access to diverse investment strategies and managers within a single fund structure.
Market Risk
The Advisors' Inner Circle Fund III can be suitable for both long-term investors and active traders, depending on the investment strategy selected.
Summary
The Advisors' Inner Circle Fund III offers diverse actively managed investment portfolios, appealing to investors seeking varied investment approaches within a single fund structure. Its comprehensive approach reduces administrative overhead, potentially lowering costs. However, performance and risks vary across portfolios; investors must assess each strategy carefully. It suits investors seeking a diversified, professionally managed solution across diverse investment options. Investors must conduct careful due diligence and understand the specifics of their selected portfolio and consider the expenses.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider's website
- Financial news sources
- Investment analysis platforms
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market conditions can change and historical 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.