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Upturn AI SWOT - About
SanJac Alpha Low Duration ETF (SJLD)
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Upturn Advisory Summary
08/14/2025: SJLD (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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.25 - 25.09 | Updated Date 06/28/2025 |
52 Weeks Range 24.25 - 25.09 | Updated Date 06/28/2025 |
Upturn AI SWOT
SanJac Alpha Low Duration ETF
ETF Overview
Overview
SanJac Alpha Low Duration ETF aims to provide current income with a focus on capital preservation by investing in a diversified portfolio of low-duration fixed-income securities. It targets a mix of government, corporate, and mortgage-backed securities.
Reputation and Reliability
Information about the issuer's reputation and track record is not available.
Management Expertise
Information about the management team's experience and expertise is not available.
Investment Objective
Goal
To generate current income while maintaining a low duration profile to minimize interest rate risk.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting securities based on credit analysis and macroeconomic outlook.
Composition The ETF holds a diversified portfolio of fixed-income securities, including government bonds, corporate bonds, and mortgage-backed securities.
Market Position
Market Share: Market share data for SanJac Alpha Low Duration ETF is not available.
Total Net Assets (AUM):
Competitors
Key Competitors
- MINT
- NEAR
- GHYG
- SHV
- BIL
Competitive Landscape
The low-duration ETF market is competitive with numerous funds offering similar strategies. SanJac Alpha Low Duration ETF's success depends on its ability to generate competitive returns while effectively managing risk. Advantages could include superior security selection or lower fees, while disadvantages might stem from lower AUM and lower tradability compared to larger peers.
Financial Performance
Historical Performance: Historical performance data for SanJac Alpha Low Duration ETF is not available.
Benchmark Comparison: Benchmark comparison data is not available.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume data for SanJac Alpha Low Duration ETF is not available.
Bid-Ask Spread
Bid-ask spread data for SanJac Alpha Low Duration ETF is not available.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and credit spreads significantly impact the ETF's performance. Sector growth prospects within the fixed-income market can influence security selection. Current market conditions, particularly volatility in the bond market, will also affect the ETF.
Growth Trajectory
Growth trends are difficult to assess without historical data. Changes to the ETF's strategy and holdings are unknown without historical data.
Moat and Competitive Advantages
Competitive Edge
Without specific information on the ETF, it is difficult to determine its competitive advantages. A potential edge could stem from a unique investment strategy, such as focusing on specific sub-sectors within the low-duration market. Alternatively, superior security selection or a more efficient cost structure could give it an advantage. However, without further information, these are just speculative possibilities.
Risk Analysis
Volatility
Volatility data for SanJac Alpha Low Duration ETF is not available.
Market Risk
The ETF is exposed to interest rate risk, credit risk, and liquidity risk. Changes in interest rates can negatively impact the value of the fixed-income securities held by the ETF. Credit risk relates to the possibility of default by issuers. Liquidity risk arises from the potential difficulty in selling certain securities.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income and capital preservation while being risk-averse and interested in low-duration fixed income.
Market Risk
The ETF is most suitable for long-term investors seeking stable returns and those looking for a conservative fixed-income investment.
Summary
SanJac Alpha Low Duration ETF aims to provide current income with a focus on capital preservation through investment in low-duration fixed-income securities. It is actively managed, which means its performance depends on security selection and macroeconomic outlook. The ETF is exposed to interest rate, credit, and liquidity risks. It's suitable for risk-averse, long-term investors seeking stable returns through fixed income. The ETF's success will depend on generating competitive returns while effectively managing its risks in the competitive landscape of the low duration market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
Disclaimers:
The data provided is based on available information and may not be fully comprehensive. Investors should conduct their own due diligence before making 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 Low Duration ETF
Exchange NASDAQ | 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 seeks to achieve its investment objective by principally investing in short-term, investment-grade debt instruments. It seeks to typically maintain an average portfolio duration of less than two years. The fund is non-diversified.
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