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Upturn AI SWOT - About
Hennessy Stance ESG ETF (STNC)
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Upturn Advisory Summary
08/14/2025: STNC (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 4.15% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.91 | 52 Weeks Range 26.24 - 32.20 | Updated Date 06/29/2025 |
52 Weeks Range 26.24 - 32.20 | Updated Date 06/29/2025 |
Upturn AI SWOT
Hennessy Stance ESG ETF
ETF Overview
Overview
The Hennessy Stance ESG ETF (STNC) is an actively managed ETF focusing on companies with strong Environmental, Social, and Governance (ESG) practices while maintaining a stance aligned with conservative values. It seeks long-term capital appreciation by investing primarily in U.S. equity securities.
Reputation and Reliability
Hennessy Advisors has a long-standing reputation in the investment management industry, known for its disciplined investment approach and focus on value investing.
Management Expertise
Hennessy Advisors' management team possesses extensive experience in managing equity portfolios and integrating ESG factors into the investment decision-making process.
Investment Objective
Goal
The primary investment goal is long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on companies with strong ESG profiles and alignment with conservative values.
Composition Primarily U.S. equity securities.
Market Position
Market Share: Data not readily available on exact market share.
Total Net Assets (AUM): 17880187
Competitors
Key Competitors
- ICLN
- ESGU
- VCLN
- DSI
- QCLN
Competitive Landscape
The ETF industry is highly competitive. STNC differentiates itself through its ESG focus and conservative values alignment, potentially appealing to a niche investor base. Larger ETFs offer lower expense ratios and potentially higher liquidity, presenting a challenge for STNC.
Financial Performance
Historical Performance: Historical performance data is not provided in this structure. Requires access to financial databases for time-series data.
Benchmark Comparison: Benchmark comparison requires specific benchmark index data which is unavailable.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Average trading volume is relatively low, which may impact ease of trading.
Bid-Ask Spread
Bid-ask spread is relatively wide, which may increase the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of STNC's holdings. Investor sentiment towards ESG and conservative values also impacts its performance.
Growth Trajectory
Growth trajectory is influenced by investor interest in ESG and conservative values. Changes to holdings are likely to reflect adjustments to these market dynamics.
Moat and Competitive Advantages
Competitive Edge
STNC's competitive advantage lies in its unique combination of ESG investing and alignment with conservative values. This niche focus caters to investors seeking socially responsible investments that also reflect their political or ethical beliefs. Its active management approach potentially allows for more flexible portfolio adjustments based on changing market conditions. However, this approach relies heavily on the expertise and judgment of the fund managers.
Risk Analysis
Volatility
Volatility is subject to fluctuations in the equity market and ESG-related sectors.
Market Risk
Specific risks include market volatility, sector concentration, and the potential for ESG factors to negatively impact financial performance compared to traditional benchmarks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through investments aligned with both ESG principles and conservative values.
Market Risk
It's suitable for long-term investors looking for socially responsible investing and are comfortable with actively managed funds and the associated risks.
Summary
Hennessy Stance ESG ETF (STNC) offers a unique investment approach by combining ESG principles with conservative values. It targets long-term capital appreciation through U.S. equity securities. Its success hinges on attracting investors aligned with both ESG and conservative viewpoints, and on the fund manager's ability to effectively navigate the market. With a relatively high expense ratio and lower trading volume, it may not suit all investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hennessy Advisors Website
- Various Financial News Outlets
- ETF.com
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Market data is subject to change. Consult a financial advisor 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 Hennessy Stance ESG ETF
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 will invest, under normal circumstances at least 80% of the value of its net assets plus the amount of any borrowings for investment purposes in exchange-traded equity securities of U.S. issuers that meet environmental, social, and governance (ESG) standards, as determined by its sub-adviser.
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.