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Upturn AI SWOT - About
SanJac Alpha Core Plus Bond ETF (SJCP)
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Upturn Advisory Summary
10/24/2025: SJCP (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 2.89% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.20 - 25.18 | Updated Date 06/28/2025 |
52 Weeks Range 24.20 - 25.18 | Updated Date 06/28/2025 |
Upturn AI SWOT
SanJac Alpha Core Plus Bond ETF
ETF Overview
Overview
The SanJac Alpha Core Plus Bond ETF aims to provide a total return exceeding that of its benchmark by investing in a diversified portfolio of investment-grade U.S. dollar-denominated fixed-income securities, with the potential for enhanced returns through active management and strategic allocation to higher-yielding sectors within the fixed-income market.
Reputation and Reliability
Information about the issuer's reputation and track record is not publicly available at the time of this response.
Management Expertise
Specifics on management expertise are not publicly available.
Investment Objective
Goal
To achieve a total return that exceeds the benchmark by investing in a diversified portfolio of U.S. dollar-denominated fixed-income securities.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy to outperform its benchmark through strategic sector allocation, security selection, and duration management.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade bonds, but may also allocate a portion of its assets to higher-yielding sectors such as corporate bonds, mortgage-backed securities, and asset-backed securities to enhance returns.
Market Position
Market Share: Market share data is unavailable.
Total Net Assets (AUM): AUM data is not publicly available.
Competitors
Key Competitors
- AGG
- LQD
- IEF
Competitive Landscape
The fixed-income ETF market is highly competitive. The SanJac ETF, lacking widespread recognition, would need to demonstrate superior risk-adjusted returns consistently to compete effectively with larger, established ETFs like AGG, LQD, and IEF. These competitors have the advantages of established brand recognition, substantial AUM, and deep liquidity.
Financial Performance
Historical Performance: Historical performance data is not available.
Benchmark Comparison: Benchmark comparison data is not available.
Expense Ratio: Expense ratio data is not publicly available.
Liquidity
Average Trading Volume
Average trading volume is not publicly available, therefore liquidity cannot be assessed.
Bid-Ask Spread
Bid-ask spread information is not publicly available, so trading cost is unknown.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and overall market sentiment can significantly impact the performance of the ETF. Changes in these factors can affect bond valuations and the ETF's ability to generate returns.
Growth Trajectory
Information on growth trends and changes to strategy and holdings is not publicly available.
Moat and Competitive Advantages
Competitive Edge
Without specific details about the ETF's unique strategy, it is difficult to assess its competitive advantages. To stand out, it may need a proprietary investment approach, a team with specialized expertise in a niche sector, or a proven track record of outperforming its benchmark. The ability to consistently generate alpha while managing risk is essential for attracting and retaining investor capital. Brand awareness will also be key to its competitive advantage.
Risk Analysis
Volatility
Volatility data is not available.
Market Risk
The ETF is subject to market risk, including interest rate risk (the risk that rising interest rates will decrease the value of the ETF's holdings), credit risk (the risk that issuers of the bonds held by the ETF will default on their obligations), and liquidity risk (the risk that the ETF may not be able to sell its holdings quickly at a fair price).
Investor Profile
Ideal Investor Profile
The ideal investor would be one seeking income and diversification through fixed-income securities with a tolerance for moderate risk.
Market Risk
The ETF may be suitable for long-term investors seeking a core fixed-income allocation, but further data is required to accurately assess suitability compared to a passive approach.
Summary
The SanJac Alpha Core Plus Bond ETF seeks to outperform its benchmark through active management of a diversified fixed-income portfolio. Due to data limitations, a comprehensive assessment of its historical performance, risk profile, and competitive advantages cannot be provided. Investors should conduct thorough research before investing. Currently, the ETF is not likely to be considered by experienced investors as the lack of information on the fund and management is insufficient to make a decision.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- SEC.gov
Disclaimers:
The information provided is based on publicly available data and is for informational purposes only. It should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any 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 SanJac Alpha Core Plus Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in a portfolio of income-oriented instruments principally consisting of investment-grade U.S. corporate and government debt obligations (including securities issued or guaranteed by the U.S. government or its agencies or instrumentalities), mortgage-backed securities, mortgage real estate investment trusts, and preferred stocks. The fund is non-diversified.
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