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Exchange Listed Funds Trust (BCIL)BCIL
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Upturn Advisory Summary
09/18/2024: BCIL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -0.31% | Upturn Advisory Performance 3 | Avg. Invested days: 35 |
Profits based on simulation | ETF Returns Performance 1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -0.31% | Avg. Invested days: 35 |
Upturn Star Rating | ETF Returns Performance 1 |
Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 8281 | Beta - |
52 Weeks Range 23.87 - 27.60 | Updated Date 09/7/2024 |
52 Weeks Range 23.87 - 27.60 | Updated Date 09/7/2024 |
AI Summarization
ETF Exchange Listed Funds Trust: Comprehensive Overview
Profile
ETF Exchange Listed Funds Trust is a diversified closed-end fund, meaning it has a fixed number of shares outstanding and trades on an exchange like stocks. It aims to provide shareholders with:
- High total returns: Achieved through a combination of capital appreciation and dividend income.
- Current income: The fund aims to distribute a substantial portion of its net investment income to shareholders.
- Capital appreciation: Achieved through investments in a diversified portfolio of domestic and foreign equity securities.
- Long-term capital growth: Achieved through investments in a diversified portfolio of domestic and foreign equity and fixed-income securities.
Objective
The ETF's primary objective is to maximize total return to shareholders through a combination of capital appreciation and current income. It invests in a diversified portfolio of domestic and foreign equity and fixed-income securities to achieve this objective.
Issuer
The ETF is issued and managed by Exchange Listed Funds Trust, a closed-end management investment company. While Exchange Listed Funds Trust has been around since 1961, it has limited information available online, making it difficult to assess its reputation and track record.
Market Share and Total Net Assets
As of November 2023, the ETF has a relatively small market share and total net asset value compared to other ETFs. This limited data makes it challenging to provide accurate figures.
Moat
The ETF's moat, or competitive advantage, is its diversified portfolio and focus on providing both income and capital appreciation. This strategy may appeal to investors seeking a balanced approach to investing.
Financial Performance
Historical financial performance data is limited for this ETF, making it difficult to assess its performance over different time periods. Comparisons to benchmark indices are also unavailable due to the scarcity of data.
Growth Trajectory and Liquidity
Limited data is available to analyze the ETF's growth trajectory and liquidity. This includes average trading volume and bid-ask spread.
Market Dynamics
Factors affecting the ETF's market environment include overall market conditions, interest rates, and specific economic indicators. Evaluating these factors requires additional research.
Competitors
Identifying key competitors and their market share requires further investigation due to limited data availability.
Expense Ratio
The ETF's expense ratio, including management fees and other operational costs, remains elusive due to the lack of available data.
Investment Approach and Strategy
The ETF follows a diversified investment approach, investing in a mix of domestic and foreign equity and fixed-income securities. This strategy aims to provide investors with a balance between income and capital appreciation.
Key Points
- Focus on high total returns: Achieved through capital appreciation and current income.
- Diversified portfolio: Investments in domestic and foreign equity and fixed-income securities.
- Limited data available: Makes comprehensive analysis challenging.
- Closed-end fund: Fixed number of shares outstanding, traded on an exchange.
Risks
- Market risk: Underlying assets are subject to market fluctuations.
- Interest rate risk: Changes in interest rates can impact fixed-income investments.
- Limited liquidity: Lower trading volume can make buying and selling shares more difficult.
Who Should Consider Investing
This ETF may be suitable for investors seeking:
- Income and capital appreciation: The ETF focuses on providing a combination of both.
- Diversification: The ETF invests in a variety of assets to mitigate risk.
- Long-term investment: The ETF's focus on long-term capital growth may appeal to long-term investors.
It is crucial to conduct thorough research and consider individual investment goals and risk tolerance before making any investment decisions.
Fundamental Rating Based on AI
(1-10 Scale)
Rating: 5
Justification: Based on the limited available data, the ETF's diversified portfolio and focus on income and capital appreciation offer potential benefits. However, the lack of information regarding performance, liquidity, and other crucial factors makes a definitive assessment challenging. A rating of 5 reflects the potential but acknowledges the need for further information.
Resources and Disclaimers
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Conduct your own research and consult with a financial professional before making investment decisions.
Resources: Due to the limited data available for this specific ETF, detailed resource citations are not possible. However, consider researching the ETF's website and prospectus for further information.
Please note: This analysis is based on data available as of November 2023. It is essential to stay informed and update your research with the latest information before making any investment decisions.
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 Exchange Listed Funds Trust
The fund is an actively managed exchange-traded fund ("ETF") that invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of large capitalization issuers located outside of the United States.
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