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Upturn AI SWOT - About
SP Funds Trust (SPTE)
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Upturn Advisory Summary
08/29/2025: SPTE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 35.14% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.30 - 31.11 | Updated Date 06/30/2025 |
52 Weeks Range 21.30 - 31.11 | Updated Date 06/30/2025 |
Upturn AI SWOT
SP Funds Trust
ETF Overview
Overview
SP Funds Trust offers ETFs focused on thematic and value-based investment strategies. They offer access to sectors like energy, healthcare, and emerging markets, aiming for long-term growth.
Reputation and Reliability
SP Funds Trust is a relatively newer issuer in the ETF market. It focuses on niche investment themes, offering unique strategies.
Management Expertise
The management team has experience in asset management and ETF product development, with a focus on innovation.
Investment Objective
Goal
The primary investment goal varies depending on the specific SP Funds Trust ETF, generally focusing on capital appreciation.
Investment Approach and Strategy
Strategy: SP Funds Trust offers ETFs that track specific indices or employ active management strategies within a given sector or theme.
Composition The ETFs primarily hold stocks within their targeted sector or investment theme.
Market Position
Market Share: SP Funds Trust's market share is relatively small compared to larger ETF providers.
Total Net Assets (AUM): Varies by fund. Specific AUM should be queried for each individual ETF within the SP Funds Trust family.
Competitors
Key Competitors
- XLE
- VDE
- IBB
- XLV
Competitive Landscape
The ETF market is highly competitive with established players holding significant market share. SP Funds Trust offers niche strategies, potentially appealing to investors seeking specific exposure, but faces challenges in attracting assets from larger, more established ETFs. Their advantage lies in offering unique investment angles, while the disadvantage is lower liquidity and brand recognition.
Financial Performance
Historical Performance: Historical performance varies significantly among the different SP Funds Trust ETFs and should be analyzed on a fund-by-fund basis.
Benchmark Comparison: Benchmark comparison should be conducted for each individual ETF against its respective benchmark.
Expense Ratio: Expense ratios vary by fund. Refer to the specific ETF's prospectus.
Liquidity
Average Trading Volume
The average trading volume varies significantly depending on the specific SP Funds Trust ETF; some funds may have lower liquidity than more established ETFs.
Bid-Ask Spread
Bid-ask spreads also vary and should be examined individually, as lower volume funds may exhibit wider spreads.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, and overall market conditions influence SP Funds Trust ETFs. Changes in regulations for particular market sectors can affect the net asset value.
Growth Trajectory
Growth depends on investor adoption of thematic strategies. Changes to holdings are dictated by the fund's index tracking or active management strategy.
Moat and Competitive Advantages
Competitive Edge
SP Funds Trust's advantage lies in its specialized investment themes and strategies. This allows them to cater to investors seeking targeted exposure to specific sectors or investment ideas. The ability to innovate and identify unique investment opportunities is a key strength. However, they lack the scale and brand recognition of larger ETF providers, posing a challenge in attracting significant assets. The relatively small asset base can potentially impact trading liquidity and market impact.
Risk Analysis
Volatility
Volatility depends on the underlying assets of each specific ETF within the SP Funds Trust family.
Market Risk
Market risk depends on the specific sectors or themes the ETF focuses on, exposing investors to fluctuations in those markets.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to specific sectors or investment themes, comfortable with potential volatility, and has a long-term investment horizon.
Market Risk
Suitable for long-term investors or active traders looking for targeted sector exposure rather than passive index investing.
Summary
SP Funds Trust offers specialized ETFs targeting niche sectors and thematic investment strategies. The success of these ETFs depends on the adoption of their specific strategies and their ability to attract assets. They face competition from larger, more established ETF providers. Investors should carefully consider the fund's investment objective, strategy, and risk profile. Thoroughly review each ETFs prospectus before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions. Data may be delayed.
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 SP Funds Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The S&P Global 1200 Shariah Information Technology Capped Index is designed to measure the performance of global large-cap equity securities within the information technology sector that pass rules-based screens for adherence to Shariah investment guidelines, with a cap applied to ensure diversification among companies in the index. Under normal circumstances, at least 80% of the fund"s total assets will be invested in the component securities of the index. It is non-diversified.
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