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AMID
Upturn stock ratingUpturn stock rating

Argent Mid Cap ETF (AMID)

Upturn stock ratingUpturn stock rating
$31.85
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Time period over
  • ALL
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Upturn Advisory Summary

03/27/2025: AMID (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF
Historic Profit 25.16%
Avg. Invested days 69
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Volume (30-day avg) 22315
Beta -
52 Weeks Range 30.42 - 37.77
Updated Date 03/27/2025
52 Weeks Range 30.42 - 37.77
Updated Date 03/27/2025

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Argent Mid Cap ETF

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ETF Overview

Overview

The Argent Mid Cap ETF focuses on providing investment results that correspond generally to the performance, before fees and expenses, of the Argent Mid Cap Index. It primarily invests in mid-capitalization U.S. equities, aiming for broad sector diversification using a rules-based approach.

Reputation and Reliability

Information on the issuer's reputation is not available without specific issuer name. Generally, established ETF issuers have a strong reputation.

Management Expertise

Information on the management team's expertise is not available without specific issuer name. ETF management teams typically have extensive experience in asset management.

Investment Objective

Goal

To track the performance of the Argent Mid Cap Index, offering exposure to mid-capitalization U.S. equities.

Investment Approach and Strategy

Strategy: The ETF tracks a specific index, the Argent Mid Cap Index.

Composition The ETF holds primarily stocks of mid-capitalization companies in the U.S., diversified across various sectors.

Market Position

Market Share: Data not available without the ticker of Argent Mid Cap ETF.

Total Net Assets (AUM): Data not available without the ticker of Argent Mid Cap ETF.

Competitors

Key Competitors

  • IJH
  • MDY
  • VO
  • IWR

Competitive Landscape

The mid-cap ETF market is highly competitive, dominated by large players like iShares and Vanguard. Argent Mid Cap ETF, as a smaller entrant, must differentiate itself through factors like lower fees, unique index methodologies, or superior performance. Successfully competing requires a strong marketing strategy and attracting significant assets under management.

Financial Performance

Historical Performance: Data not available without the ticker of Argent Mid Cap ETF.

Benchmark Comparison: Data not available without the ticker of Argent Mid Cap ETF.

Expense Ratio: Data not available without the ticker of Argent Mid Cap ETF.

Liquidity

Average Trading Volume

Data is unavailable; liquidity needs to be assessed based on the specific ETF's trading volume.

Bid-Ask Spread

Data is unavailable; the bid-ask spread reflects the difference between the highest price a buyer will pay and the lowest price a seller will accept.

Market Dynamics

Market Environment Factors

Economic indicators such as GDP growth, inflation, and interest rates affect the performance of mid-cap companies. Sector-specific growth prospects and overall market sentiment also play significant roles.

Growth Trajectory

Without specific information on the Argent Mid Cap ETF, growth trends are unknown. Tracking AUM growth, changes in holdings, and any adjustments to the investment strategy are essential for understanding the ETF's trajectory.

Moat and Competitive Advantages

Competitive Edge

Without specific information on Argent Mid Cap ETF, it's difficult to assess its moat and competitive advantages. Potential advantages could include a lower expense ratio compared to competitors, a unique index methodology providing differentiated returns, or a specific sector focus within the mid-cap space. Effective marketing and distribution are essential for attracting investors. Successfully conveying its value proposition and consistent performance could provide a competitive edge.

Risk Analysis

Volatility

Data not available without the ticker of Argent Mid Cap ETF.

Market Risk

The ETF is subject to market risk, reflecting the potential for losses due to broader market downturns. Specific risks are related to the performance of the underlying mid-cap companies, including economic sensitivity and competition.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking diversified exposure to U.S. mid-cap stocks for long-term growth.

Market Risk

This ETF is suitable for long-term investors seeking broad mid-cap exposure.

Summary

Argent Mid Cap ETF aims to replicate the Argent Mid Cap Index, providing exposure to mid-sized U.S. companies. Assessing its competitiveness depends on factors like expense ratio, tracking error, and liquidity compared to major players like IJH and MDY. It's suitable for investors seeking diversified mid-cap exposure as part of a broader portfolio. Success depends on attracting sufficient assets under management and demonstrating consistent performance.

Similar Companies

  • IJH
  • MDY
  • VO
  • IWR
  • XJH
  • XMLV
  • SIZE

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Yahoo Finance
  • Company Filings

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Market share data is estimated based on available resources and may not be precise. Performance data and analytics are contingent on the availability of comprehensive data for Argent Mid Cap ETF.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Argent Mid Cap 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 investing in the equity securities of mid-capitalization companies (i.e., companies with market capitalizations in the range of the Russell MidCap® Index that the Sub-Adviser believes are undergoing positive internal and/or external change.

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