ACGR (ACGR)

Overview

ALPS Active Growth ETF (ACGR) is an actively managed fund that aims to provide long-term capital appreciation by investing in a diversified portfolio of growth-oriented companies.

Reputation and Reliability

ALPS is a reputable ETF provider known for its innovative and specialized investment products.

Management Expertise

ALPS has a dedicated team of portfolio managers and analysts with experience in active growth investing.

Goal

To achieve long-term capital appreciation.

Investment Approach and Strategy

Strategy: ACGR is actively managed, selecting stocks based on fundamental analysis and growth potential.

Composition The ETF holds a portfolio of growth stocks across various sectors.

Market Share: ACGR's market share within the active growth ETF segment is relatively small.

Total Net Assets (AUM): 58000000

Key Competitors

• IWO
• VUG
• SCHG
• QQQ

Competitive Landscape

The active growth ETF landscape is highly competitive. ACGR faces competition from both passive and active funds. ACGR's active management seeks to outperform passive strategies, but its smaller size and higher expense ratio pose challenges.

Historical Performance: Historical performance data should be collected from reputable sources to understand performance metrics such as return and performance.

Benchmark Comparison: Benchmark comparisons will be based on specific index such as Russel 2000 Growth Index.

Expense Ratio: 0.6

Average Trading Volume

Average trading volume is moderate, reflecting the ETF's AUM and investor interest.

Bid-Ask Spread

The bid-ask spread is generally tight, but this can widen during times of high market volatility.

Market Environment Factors

Economic growth, interest rates, and sector-specific trends influence ACGR's performance.

Growth Trajectory

ACGR's growth depends on its ability to consistently outperform its benchmark and attract investor capital.

Competitive Edge

ACGR's competitive edge lies in its active management approach, which seeks to identify and invest in high-growth companies. The fund's managers have the flexibility to adjust the portfolio based on market conditions and company-specific factors. The team's ability to adapt to changes in growth prospects is critical to add value. The active structure offers the advantage of adapting portfolio to avoid large market drawdowns.

Volatility

ACGR's volatility is expected to be above-average due to its focus on growth stocks.

Market Risk

ACGR is subject to market risk, particularly related to growth stock valuations and economic cycles.

Ideal Investor Profile

ACGR is suited for investors seeking long-term capital appreciation through growth stocks and are comfortable with higher volatility.

Market Risk

ACGR is best for long-term investors with a higher risk tolerance.

ACGR is an actively managed growth ETF seeking long-term capital appreciation. Its active management strategy differentiates it from passive funds, but higher expense ratio and moderate trading volume are important considerations. The fund's success depends on the skill of its portfolio managers in identifying and capitalizing on growth opportunities. Investors should consider the fund's risk profile and suitability for their investment goals.

Data Sources:

• alpsfunds.com
• etf.com
• Morningstar.com

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data can change frequently.