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Upturn AI SWOT - About
The Advisorsâ Inner Circle Fund II (CARK)
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Upturn Advisory Summary
04/01/2025: CARK (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 2.43% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 43458 | Beta - | 52 Weeks Range 33.79 - 41.90 | Updated Date 04/1/2025 |
52 Weeks Range 33.79 - 41.90 | Updated Date 04/1/2025 |
Upturn AI SWOT
The Advisorsâ Inner Circle Fund II
ETF Overview
Overview
The Advisorsu2019 Inner Circle Fund II is a platform offering various ETFs with diverse investment strategies, often focused on niche markets or specific investment approaches. It provides a structure for different investment advisors to launch and manage ETFs under a common umbrella, offering economies of scale and streamlined operations. Asset allocation and investment strategy vary significantly among the individual ETFs within the fund.
Reputation and Reliability
The Advisorsu2019 Inner Circle Fund has a generally solid reputation as a platform provider, but the performance and risk profiles of individual ETFs within the fund can vary widely. Its reliability depends on the due diligence of the specific fund manager and the investment strategy employed.
Management Expertise
Management expertise varies across the different ETFs within The Advisors' Inner Circle Fund II. Each ETF has its own investment advisor and management team, which directly impacts the fund's performance.
Investment Objective
Goal
The primary investment goal varies for each ETF within The Advisorsu2019 Inner Circle Fund II, depending on the specific strategy of the fund.
Investment Approach and Strategy
Strategy: The ETFs within The Advisorsu2019 Inner Circle Fund II employ a range of strategies, including active management, index tracking, and factor-based investing.
Composition The composition varies widely depending on the individual ETF's strategy within The Advisorsu2019 Inner Circle Fund II, including stocks, bonds, commodities, or mixed assets.
Market Position
Market Share: Market share varies significantly for each ETF within the fund; some ETFs may have a significant share in their specific niche, while others may be relatively small.
Total Net Assets (AUM): N/A
Competitors
Key Competitors
Competitive Landscape
The Advisorsu2019 Inner Circle Fund II competes with other ETF providers and fund platforms. The advantage of this fund lies in its flexibility and ability to offer diverse investment strategies under one umbrella. However, the disadvantage is the lack of a unified brand and the varied performance across different ETFs.
Financial Performance
Historical Performance: N/A
Benchmark Comparison: N/A
Expense Ratio: N/A
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF within The Advisors' Inner Circle Fund II.
Bid-Ask Spread
Bid-ask spread varies significantly depending on the specific ETF within The Advisors' Inner Circle Fund II.
Market Dynamics
Market Environment Factors
Market dynamics impacting The Advisors' Inner Circle Fund II depend on the underlying assets and investment strategies of individual ETFs within the fund. Economic indicators, sector growth prospects, and overall market conditions all play a role.
Growth Trajectory
Growth trajectories for ETFs within The Advisors' Inner Circle Fund II vary, depending on strategy and performance.
Moat and Competitive Advantages
Competitive Edge
The competitive edge of The Advisorsu2019 Inner Circle Fund II lies in its flexible platform structure, allowing for the launch and management of diverse ETFs under one umbrella. This structure can provide economies of scale and streamlined operations for investment advisors. It enables the fund to cater to niche markets and unique investment strategies that larger ETF providers might overlook. The fund's ability to offer a range of actively managed ETFs also differentiates it from passively managed index funds.
Risk Analysis
Volatility
Volatility varies significantly depending on the specific ETF's holdings and strategy within The Advisors' Inner Circle Fund II.
Market Risk
Market risk depends on the specific assets held by each ETF within The Advisors' Inner Circle Fund II. For example, an ETF focused on technology stocks would have higher market risk than one focused on government bonds.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within The Advisors' Inner Circle Fund II. Generally, investors seeking exposure to niche markets or specific investment strategies should explore individual funds offered within the platform.
Market Risk
The suitability varies for the individual ETFs within The Advisors' Inner Circle Fund II. Some funds may be suitable for long-term investors, while others may be more appropriate for active traders.
Summary
The Advisorsu2019 Inner Circle Fund II is a fund platform that offers a diverse range of ETFs with different investment strategies and objectives. The fund's strength lies in its ability to accommodate niche markets and unique investment approaches. However, investors must conduct thorough research on each individual ETF to understand its specific risks, performance, and suitability for their portfolios. The performance and volatility vary widely across the different funds within the platform. It's crucial to evaluate each ETF based on its individual merits rather than the overall fund platform.
Similar Companies
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Performance and risk profiles can vary significantly. Consult with a qualified 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 The Advisorsâ Inner Circle Fund 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"). Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in common stock of large-capitalization companies. The fund may also invest up to 20% of its net assets, plus borrowings for investment purposes, in common stock of mid-capitalization companies. The fund is non-diversified.
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