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Bridges Capital Tactical ETF (BDGS)
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Upturn Advisory Summary
01/30/2025: BDGS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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").
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.