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STF Tactical Growth & Income ETF (TUGN)
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Upturn Advisory Summary
11/04/2025: TUGN (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 51.81% | Avg. Invested days 83 | 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 11/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.7 | 52 Weeks Range 18.05 - 24.49 | Updated Date 06/29/2025 |
52 Weeks Range 18.05 - 24.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
STF Tactical Growth & Income ETF
ETF Overview
Overview
The STF Tactical Growth & Income ETF seeks to provide total return through a combination of current income and long-term capital appreciation. It employs a tactical asset allocation strategy across various asset classes, including equities and fixed income.
Reputation and Reliability
Information not readily available.
Management Expertise
Information not readily available.
Investment Objective
Goal
To provide total return through a combination of current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: Tactical asset allocation, dynamically adjusting portfolio weights based on market conditions.
Composition Mix of stocks and bonds across various market capitalizations and sectors. Holdings information not readily available in a structured format, preventing detailed analysis here.
Market Position
Market Share: Data not available to accurately determine the ETF's market share.
Total Net Assets (AUM): Data not readily available. Replacing with a default value of 5000000 to prevent errors.
Competitors
Key Competitors
- AOA
- AOM
- AOR
- VBAL
- VTIN
Competitive Landscape
The competitive landscape is dominated by larger asset allocation ETFs with higher AUM. STF's advantage lies in its tactical approach, while disadvantages include potentially higher fees and less predictable performance compared to passively managed competitors.
Financial Performance
Historical Performance: Data not readily available. Replacing with a default value of [1.0, 2.0, 3.0] to prevent errors.
Benchmark Comparison: Data not readily available. Replacing with a default value of [1.1, 2.2, 3.3] to prevent errors.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
Average trading volume for the ETF is low, indicating less liquidity than more established funds.
Bid-Ask Spread
The bid-ask spread is likely wider due to the lower trading volume, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and equity market performance influence the ETF's asset allocation and overall returns.
Growth Trajectory
Growth trajectory depends on the success of the tactical asset allocation strategy and market conditions; changes to strategy and holdings not reliably tracked.
Moat and Competitive Advantages
Competitive Edge
STF's competitive edge relies on its tactical asset allocation approach, aiming to outperform static allocation strategies. Success depends on the expertise of the management team in predicting market trends and adjusting the portfolio accordingly. This active management distinguishes it from passive index-tracking ETFs, offering potential for higher returns but also increased risk. Its unique strategy offers a differentiating factor compared to other growth and income ETF's.
Risk Analysis
Volatility
Likely moderate volatility due to the mix of stocks and bonds and the active management strategy.
Market Risk
Subject to market risk inherent in both equity and fixed income markets, as well as the risk of misjudging market conditions through its tactical approach.
Investor Profile
Ideal Investor Profile
Investors seeking a combination of growth and income with a tolerance for moderate risk and an interest in tactical asset allocation.
Market Risk
Suitable for long-term investors who understand and accept the risks associated with active management and tactical adjustments.
Summary
The STF Tactical Growth & Income ETF aims to provide total return through a blend of growth and income by strategically allocating assets. It employs an active management approach, which can lead to both potential outperformance and underperformance compared to passive strategies. Due to its tactical nature, its performance is highly dependent on the investment manager's capabilities. Investors should carefully consider their risk tolerance and investment goals before investing in STF.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- etfdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and data availability can change, affecting the accuracy of this analysis.
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 STF Tactical Growth & Income 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 allocating its investments among a combination of (i) U.S. equity securities or ETFs that, in the aggregate, seek to replicate the Nasdaq-100® Index, (ii) directly in, or in ETFs that hold, long-duration U.S. Treasury securities (the "Fixed Income Allocation"), and (iii) short-term U.S. Treasury bills, money market funds, and cash and/or cash equivalents (the "Cash Equivalents"). The fund also may opportunistically employ an options spread strategy. It is non-diversified.
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