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Upturn AI SWOT - About
Fairlead Tactical Sector Fund (TACK)
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Upturn Advisory Summary
08/14/2025: TACK (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 3.03% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 24.36 - 29.71 | Updated Date 06/29/2025 |
52 Weeks Range 24.36 - 29.71 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fairlead Tactical Sector Fund
ETF Overview
Overview
The Fairlead Tactical Sector ETF is an actively managed fund that aims to provide capital appreciation by strategically allocating investments across different sectors of the U.S. equity market. The fund utilizes a technical analysis-driven approach to identify sectors with the highest potential for growth and adjusts its holdings accordingly.
Reputation and Reliability
Information about the issuer's reputation and track record is not readily available.
Management Expertise
Information about the management team's experience and expertise is not readily available.
Investment Objective
Goal
The primary investment goal of the Fairlead Tactical Sector ETF is to achieve capital appreciation.
Investment Approach and Strategy
Strategy: The ETF is actively managed and does not track a specific index. It uses a tactical sector rotation strategy based on technical analysis.
Composition The ETF primarily invests in U.S. equity securities across various sectors.
Market Position
Market Share: Market share data is not readily available.
Total Net Assets (AUM): AUM data is not readily available.
Competitors
Key Competitors
- XLK
- XLY
- XLF
- XLE
Competitive Landscape
The ETF market is highly competitive, with numerous established funds managing significant assets. Fairlead Tactical Sector Fund's success depends on its ability to generate superior returns through its technical analysis-driven sector rotation strategy. It faces competition from both passively managed index funds and other actively managed sector funds.
Financial Performance
Historical Performance: Historical performance data is not readily available in a structured format.
Benchmark Comparison: Benchmark comparison data is not readily available in a structured format.
Expense Ratio: Expense ratio data is not readily available.
Liquidity
Average Trading Volume
Average trading volume data is not readily available.
Bid-Ask Spread
Bid-ask spread data is not readily available.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, and overall market sentiment influence the performance of the Fairlead Tactical Sector Fund. Sector rotation strategies are sensitive to changes in economic cycles and investor preferences.
Growth Trajectory
Growth trajectory data is not readily available. Any changes to strategy and holdings would be based on ongoing technical analysis of sector trends.
Moat and Competitive Advantages
Competitive Edge
The fund's competitive advantage lies in its tactical approach to sector allocation based on technical analysis, which aims to identify sectors poised for growth. It seeks to outperform traditional market-cap-weighted indexes by dynamically adjusting sector exposure. The fund's active management provides flexibility to respond to changing market conditions. The fund's approach may appeal to investors seeking alpha generation through sector rotation.
Risk Analysis
Volatility
Volatility data is not readily available in structured format.
Market Risk
The Fairlead Tactical Sector Fund is subject to market risk, as its underlying assets are primarily U.S. equities. Sector-specific risks also apply, depending on the fund's allocation at any given time. The active management strategy introduces the risk of underperformance relative to benchmark indexes.
Investor Profile
Ideal Investor Profile
The ideal investor profile is not readily available.
Market Risk
The ETF may be suitable for active traders seeking tactical exposure to different market sectors. It may also appeal to investors who believe in the potential of technical analysis-driven investment strategies.
Summary
The Fairlead Tactical Sector ETF is an actively managed fund that seeks capital appreciation through tactical sector rotation based on technical analysis. Its success depends on accurately identifying sectors with the highest growth potential and effectively adjusting holdings. The fund is subject to market risk and the risk of underperformance relative to benchmark indexes. It may be suitable for active traders seeking tactical sector exposure. The ETF faces competition from passively managed index funds and other actively managed sector funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Fairlead Strategies
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on thorough research and consultation with a financial advisor.
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 Fairlead Tactical Sector Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a diversified actively-managed ETF that under normal circumstances will invest more than 80% of the fund"s net assets in passive domestic equity sector ETFs and ETFs investing respectively in gold and U.S. Treasuries. The fund"s principal investment strategy will employ a systematic approach to technical analysis focused on the identification of important trends. The fund"s investable universe will consist of the sectors of the S&P 500®, as defined by the State Street series of SPDR® ETFs.
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