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Upturn AI SWOT - About
Northern Lights Fund Trust II (BSR)
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Upturn Advisory Summary
04/01/2025: BSR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
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 5.5% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 724 | Beta - | 52 Weeks Range 15.01 - 36.99 | Updated Date 04/1/2025 |
52 Weeks Range 15.01 - 36.99 | Updated Date 04/1/2025 |
Upturn AI SWOT
Northern Lights Fund Trust II
ETF Overview
Overview
Northern Lights Fund Trust II is a fund platform offering a diverse range of actively and passively managed ETFs, catering to various investment strategies and asset classes. It's known for providing operational, legal, and compliance support to ETF sponsors.
Reputation and Reliability
Northern Lights Fund Trust is well-regarded in the ETF industry for its comprehensive services to emerging and established ETF sponsors, with a strong track record of regulatory compliance.
Management Expertise
The management team consists of experienced professionals in fund administration, compliance, and legal matters, offering operational and strategic support.
Investment Objective
Goal
The goal varies depending on the specific ETF within the trust. Each ETF has a defined objective, such as capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: The investment strategy depends on the individual ETF within the trust. Strategies may include active management, index tracking, or factor-based investing.
Composition The composition of assets depends on the specific ETF. It may include stocks, bonds, commodities, or a mix of asset classes based on the ETF's mandate.
Market Position
Market Share: Varies widely depending on the specific ETF within the trust.
Total Net Assets (AUM): Varies significantly for each ETF within the trust.
Competitors
Key Competitors
- State Street SPDR Portfolio S&P 500 ETF (SPLG)
- Vanguard S&P 500 ETF (VOO)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The competitive landscape is highly fragmented with many providers of ETF management services. Northern Lights Fund Trust II's advantage is its focus on servicing other ETF sponsors. However, it competes with larger established fund administrators and ETF issuers.
Financial Performance
Historical Performance: Data not available without specifying an ETF within the trust.
Benchmark Comparison: Data not available without specifying an ETF within the trust.
Expense Ratio: Varies depending on the specific ETF within the trust.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF within the trust and can range from very low to high depending on the fund's popularity.
Bid-Ask Spread
The bid-ask spread depends on the specific ETF and its trading volume, generally being tighter for more actively traded ETFs.
Market Dynamics
Market Environment Factors
Market dynamics are influenced by general economic conditions, interest rates, and investor sentiment towards specific asset classes held within the trust's ETFs.
Growth Trajectory
The growth trajectory depends on the ability of sponsored ETFs to attract assets and generate positive returns; also depend on general market trends.
Moat and Competitive Advantages
Competitive Edge
Northern Lights Fund Trust II's competitive edge lies in its specialized platform providing comprehensive services to other ETF sponsors. This offering simplifies ETF launch and management for these sponsors. Its focus allows sponsors to concentrate on investment strategy and marketing, benefiting from the trust's infrastructure and expertise. The trust's scalability and regulatory compliance further enhance its appeal, providing a streamlined, compliant, and reliable platform.
Risk Analysis
Volatility
Volatility depends on the specific ETF's asset holdings.
Market Risk
Market risk is dependent upon the specific ETF in the trust's underlying asset exposure.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies significantly depending on the specific ETF within the trust and its investment mandate.
Market Risk
Suitability depends on the specific ETF within the trust, catering to both long-term investors seeking passive exposure and active traders seeking specific market opportunities.
Summary
Northern Lights Fund Trust II serves as a platform for other ETF sponsors to launch and manage their funds, offering a comprehensive suite of services. Its success depends on the success of the individual ETFs it supports, each with unique investment objectives. Investors should evaluate the specific ETFs within the trust based on their individual risk tolerance and investment goals. The trust's competitive advantage lies in its specialized support for ETF sponsors and its proven track record of regulatory compliance. Overall, the trust diversifies market participation by supporting emerging funds.
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Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
- Bloomberg
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor 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 Northern Lights Fund Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that may engage in active trading. The fund advisor will use a "fund of funds" approach, and seeks to achieve the fund's investment objective by investing in the shares of Vanguard Sector exchange-traded funds.
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