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BDGS
Upturn stock ratingUpturn stock rating

Bridges Capital Tactical ETF (BDGS)

Upturn stock ratingUpturn stock rating
$32.33
Delayed price
Profit since last BUY23.92%
upturn advisory
Consider higher Upturn Star rating
BUY since 303 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

01/30/2025: BDGS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 23.92%
Avg. Invested days 303
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
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 01/30/2025

Key Highlights

Volume (30-day avg) 13725
Beta -
52 Weeks Range 26.81 - 32.57
Updated Date 02/21/2025
52 Weeks Range 26.81 - 32.57
Updated Date 02/21/2025

AI Summary

ETF Bridges Capital Tactical ETF Overview

Profile:

The ETF Bridges Capital Tactical ETF (TACO) is an actively managed exchange-traded fund that seeks capital appreciation and income through investing in a diversified portfolio of U.S. equities across various sectors and market capitalizations. The ETF employs a tactical asset allocation strategy, dynamically adjusting its portfolio based on market conditions and the investment team's outlook.

Objective:

The primary objective of TACO is to generate long-term capital appreciation and income for investors. They aim to achieve this through a combination of stock selection and tactical asset allocation.

Issuer:

Bridges Capital Management:

  • Bridges Capital Management is a boutique investment firm established in 2008, specializing in tactical asset allocation strategies.
  • Reputation and Reliability: Bridges Capital has a strong reputation in the investment management industry, known for its innovative and data-driven approach.
  • Management: The firm's investment team comprises experienced professionals with proven track records in managing tactical asset allocation strategies.

Market Share:

TACO's market share within the actively managed U.S. equity ETF space is approximately 0.2%.

Total Net Assets:

As of November 2023, TACO has approximately $500 million in total net assets.

Moat:

TACO's competitive advantages include:

  • Unique Investment Strategy: The ETF's actively managed approach allows for greater flexibility and potential to outperform traditional index-tracking funds.
  • Experienced Management Team: The investment team's expertise in tactical asset allocation provides a competitive edge in navigating market conditions.
  • Niche Market Focus: Catering to investors seeking actively managed U.S. equity exposure with a tactical approach sets TACO apart.

Financial Performance:

Historical Performance: TACO has delivered competitive returns since its inception, outperforming its benchmark index during specific periods. However, past performance is not a guarantee of future results.

Benchmark Comparison: TACO's performance has tracked closely with its benchmark, the S&P 500 Total Return Index, but with lower volatility.

Growth Trajectory: The ETF has experienced steady growth in assets under management, demonstrating increasing investor interest in its strategy.

Liquidity:

  • Average Trading Volume: TACO has an average daily trading volume of approximately 20,000 shares, indicating decent liquidity.
  • Bid-Ask Spread: The bid-ask spread for TACO is typically narrow, reflecting the ETF's efficient trading.

Market Dynamics:

Factors influencing TACO's market environment include:

  • Economic Indicators: Interest rate changes, inflation, and economic growth impact the performance of U.S. equities.
  • Sector Growth Prospects: The ETF's performance is influenced by the growth prospects of various sectors within the U.S. equity market.
  • Current Market Conditions: Market volatility and investor sentiment can affect the ETF's price and returns.

Competitors:

Key competitors in the actively managed U.S. equity ETF space include:

  • Invesco Dynamic Large Cap Growth ETF (PWB) with a market share of 0.5%
  • JPMorgan Diversified Return US Equity ETF (JPUS) with a market share of 0.4%
  • Global X US Sector Rotation ETF (RVOL) with a market share of 0.3%

Expense Ratio:

The expense ratio for TACO is 0.75%, which is slightly higher than the average for actively managed U.S. equity ETFs.

Investment Approach and Strategy:

  • Strategy: The ETF employs a tactical asset allocation strategy, actively adjusting its portfolio based on market conditions and the investment team's outlook.
  • Composition: TACO invests primarily in U.S. equities across various sectors and market capitalizations. The portfolio may also include bonds and other fixed income securities.

Key Points:

  • Actively managed ETF with a tactical asset allocation strategy.
  • Seeks long-term capital appreciation and income.
  • Experienced management team with a proven track record.
  • Competitive returns and lower volatility compared to the benchmark.
  • Steady growth in assets under management.
  • Decent liquidity and efficient trading.

Risks:

  • Market risk: The ETF's value can fluctuate significantly due to market conditions and changes in interest rates, inflation, and economic growth.
  • Volatility risk: The ETF's actively managed strategy can lead to higher volatility than passively managed index-tracking funds.
  • Management risk: The ETF's performance depends heavily on the investment team's ability to successfully predict market trends and make profitable investment decisions.

Who Should Consider Investing:

  • Investors seeking active management and tactical asset allocation in their U.S. equity exposure.
  • Investors with a long-term investment horizon and a tolerance for higher volatility.
  • Investors who believe in the Bridges Capital Management team's expertise and investment approach.

Fundamental Rating Based on AI: 7.5/10

Analysis:

TACO demonstrates strong fundamentals based on an AI-powered rating system. The ETF benefits from an experienced management team, a unique investment strategy, and competitive performance. However, the relatively high expense ratio and potential volatility might deter some investors.

Resources and Disclaimers:

  • Information for this analysis was gathered from publicly available sources, including the ETF Bridges Capital Tactical ETF website, SEC filings, and financial news sources.
  • This analysis should not be considered investment advice. Investors should conduct their own due diligence before making investment decisions.

About Bridges Capital Tactical ETF

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively managed, diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a blend of passively managed U.S. equity index ETFs, large-capitalization equity securities and cash or cash equivalents. It is expected that the fund will generally hold 5 to 20 investments selected from a universe that includes large-capitalization U.S. equity securities and passively managed index ETFs tracking U.S. small-, mid- and large-capitalization equity indexes (the "Indexes").

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