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Upturn AI SWOT - About
STF Tactical Growth & Income ETF (TUGN)
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Upturn Advisory Summary
08/29/2025: 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 40.72% | Avg. Invested days 74 | 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 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 capital appreciation and income by investing in a diversified portfolio of primarily U.S. equities and fixed income securities using a tactical asset allocation strategy.
Reputation and Reliability
STF Funds are not widely known, limiting data on their reputation and track record.
Management Expertise
Specifics on management expertise require further research due to limited publicly available information.
Investment Objective
Goal
Seeks total return through a combination of capital appreciation and income.
Investment Approach and Strategy
Strategy: The ETF employs a tactical asset allocation strategy, shifting between equities and fixed income based on market conditions.
Composition The ETF invests in a mix of U.S. equities and fixed income securities.
Market Position
Market Share: Limited data is available to determine STF Tactical Growth & Income ETFu2019s exact market share.
Total Net Assets (AUM): Insufficient public information to determine AUM accurately.
Competitors
Key Competitors
- AOA
- AOM
- AOR
- AOK
- VBAL
- VBIN
- VBIA
- VT
- SCHD
- SPYI
Competitive Landscape
The competitive landscape includes various asset allocation ETFs from major providers. STF might differentiate through its specific tactical approach, though its smaller size and lack of readily available information poses a challenge compared to established competitors like Vanguard and iShares.
Financial Performance
Historical Performance: Historical performance data requires further research due to the ETF's limited track record and public information availability.
Benchmark Comparison: A meaningful benchmark comparison requires specific performance data which is not readily available.
Expense Ratio: The fund's expense ratio is not readily available.
Liquidity
Average Trading Volume
Average trading volume data is unavailable and hinders assessment of the ETF's liquidity.
Bid-Ask Spread
Bid-ask spread data is unavailable, thus impeding assessment of trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and equity market volatility can significantly affect STF Tactical Growth & Income ETF.
Growth Trajectory
Growth trends are difficult to ascertain without sufficient historical data; however, the ETF's tactical approach should adapt to changing market conditions.
Moat and Competitive Advantages
Competitive Edge
Due to limited available information, identifying specific competitive advantages of STF Tactical Growth & Income ETF is challenging. Its tactical asset allocation approach aims to outperform static allocation strategies. The ETF's success depends on the effectiveness of its tactical model and the expertise of its management team. Further details are necessary to confidently evaluate its competitive position. Potential advantages could arise from unique insights or cost efficiencies in their strategy implementation.
Risk Analysis
Volatility
Volatility assessment requires historical performance data, which is currently unavailable.
Market Risk
The ETF faces market risk inherent in both equity and fixed income investments, including economic downturns, interest rate fluctuations, and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a diversified, tactically managed portfolio for total return and is comfortable with the risks associated with both equities and fixed income. They should also be willing to invest in a lesser-known fund.
Market Risk
This ETF may be suitable for long-term investors seeking diversification and tactical asset allocation, although due diligence is crucial given the lack of readily available information.
Summary
The STF Tactical Growth & Income ETF aims to provide total return through tactical allocation between equities and fixed income. The fund's investment strategy relies on a tactical asset allocation model, aiming to adapt to changing market conditions. There is limited data on the STF fund's history, performance, and management team. Investors should exercise caution and conduct thorough research before investing. More data needs to become available to better assess this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar (where data available)
- Yahoo Finance (where data available)
Disclaimers:
Data is based on publicly available information. The information presented is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Numerical data might be inaccurate because of limited data available.
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.
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.