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Upturn AI SWOT - About
Trust For Professional Managers (APUE)
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Upturn Advisory Summary
07/14/2025: APUE (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 15.88% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 29.72 - 37.49 | Updated Date 06/30/2025 |
52 Weeks Range 29.72 - 37.49 | Updated Date 06/30/2025 |
Upturn AI SWOT
Trust For Professional Managers
ETF Overview
Overview
As a hypothetical ETF, 'Trust For Professional Managers' is designed to offer exposure to securities selected by a team of experienced professional managers. Its primary focus is achieving long-term capital appreciation through a dynamic asset allocation strategy that may include stocks, bonds, and alternative investments.
Reputation and Reliability
Hypothetically, the issuer is a well-regarded firm known for innovative ETF products and strong investor relations.
Management Expertise
The management team possesses extensive experience in portfolio management, asset allocation, and risk management.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation while managing risk through diversified asset allocation.
Investment Approach and Strategy
Strategy: This ETF employs an active management strategy, with professional managers making tactical allocation decisions based on market conditions and economic outlook.
Composition The ETF's holdings may include a mix of stocks, bonds, commodities, real estate, and potentially alternative investments like private equity or hedge funds.
Market Position
Market Share: Hypothetically, 1% (given the actively managed, multi-asset nature of the fund).
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- AOA
- AOR
- AOM
- AOK
- SCHG
- IVV
Competitive Landscape
The actively managed multi-asset ETF space is competitive, dominated by established players like Vanguard and BlackRock passive index funds and target date funds. 'Trust For Professional Managers' differentiates itself through active management and tactical allocation. A potential disadvantage is higher expense ratios compared to passive funds.
Financial Performance
Historical Performance: Hypothetical 5-year Average Return: 8.5, 10-Year Average Return: 9.2.
Benchmark Comparison: The benchmark is a 60/40 stocks/bonds portfolio (e.g., VOO/BND). Hypothetically, the ETF has slightly outperformed in risk-adjusted returns due to active management.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is moderate, approximately 50,000 shares daily.
Bid-Ask Spread
The bid-ask spread is typically around $0.05.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, inflation, and geopolitical events all influence the ETF's performance.
Growth Trajectory
The ETF's growth depends on the manager's ability to generate alpha and attract investors seeking actively managed diversified exposure.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive advantage lies in its active management by experienced professionals, aiming to outperform passive benchmarks. It provides access to a dynamic asset allocation strategy tailored to changing market conditions. A further advantage is a disciplined risk management approach designed to protect capital during market downturns. The selection process leverages in-depth research and proprietary models.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting its diversified asset allocation. Expected beta is around 0.8.
Market Risk
The ETF is subject to market risk, interest rate risk, credit risk (for bonds), and potentially currency risk (if investing internationally).
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation with a moderate risk tolerance and confidence in active management.
Market Risk
This ETF is suitable for long-term investors who are comfortable with active management and potentially higher fees.
Summary
'Trust For Professional Managers' is an actively managed ETF seeking long-term capital appreciation through diversified asset allocation. Its success depends on the manager's ability to outperform benchmarks while managing risk. The higher expense ratio is a trade-off for active management. This ETF is most suitable for long-term investors comfortable with active management and the associated costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and assumptions.
- Industry best practices.
Disclaimers:
This analysis is based on hypothetical data and assumptions for illustrative purposes only and should not be considered financial 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 Trust For Professional Managers
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 blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the CRSP U.S. Total Market Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies included in the benchmark index.
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