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Upturn AI SWOT - About
Two Roads Shared Trust (CGV)
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Upturn Advisory Summary
04/01/2025: CGV (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -15.31% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 15473 | Beta 0.62 | 52 Weeks Range 11.96 - 13.48 | Updated Date 04/1/2025 |
52 Weeks Range 11.96 - 13.48 | Updated Date 04/1/2025 |
Upturn AI SWOT
Two Roads Shared Trust
ETF Overview
Overview
Two Roads Shared Trust is a fund sponsor company, not a specific ETF. Therefore, an analysis of a specific ETF under the Two Roads Shared Trust umbrella is needed. Assuming we are referring to the **First Trust RiverFront Dynamic Developed International ETF (RFDI)**, it focuses on dynamic asset allocation across developed international markets, targeting specific sectors based on market conditions and economic factors.
Reputation and Reliability
First Trust Advisors L.P. is the investment advisor, RiverFront Investment Group, LLC is the sub-advisor. First Trust has a strong reputation for offering innovative ETFs with disciplined investment strategies.
Management Expertise
First Trust has extensive experience managing ETFs. RiverFront Investment Group provides the dynamic asset allocation expertise.
Investment Objective
Goal
The investment seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a dynamic asset allocation strategy, actively adjusting its sector allocation based on RiverFront's investment outlook and research.
Composition The ETF primarily holds stocks of companies located in developed international markets. The allocations among sectors can vary substantially over time.
Market Position
Market Share: Data not available for the exact market share, as RFDI is a niche ETF within the broader developed international equity category.
Total Net Assets (AUM): 45470000
Competitors
Key Competitors
- VEA
- IEFA
- EFA
Competitive Landscape
The developed international equity ETF market is highly competitive, dominated by large, passively managed funds. RFDI differentiates itself through its dynamic asset allocation approach. The advantage of this strategy is the potential for outperformance during specific market conditions. The disadvantage is that active management fees are generally higher and the fund's performance is dependent on the investment selection and allocation decisions of the advisors.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison data needs to be retrieved from financial data providers, comparing RFDI to a relevant developed international equity index.
Expense Ratio: 0.0086
Liquidity
Average Trading Volume
Average trading volume varies, generally lower than that of larger, more popular ETFs but sufficient for most investors.
Bid-Ask Spread
The bid-ask spread can fluctuate but is generally competitive, reflecting the underlying liquidity of the holdings.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, interest rate policies, and geopolitical events can all influence RFDI's performance.
Growth Trajectory
The ETF's growth trajectory depends on its ability to deliver competitive returns relative to its benchmark and attract investor capital.
Moat and Competitive Advantages
Competitive Edge
RFDI's competitive edge lies in its dynamic asset allocation strategy, aiming to outperform traditional market-cap-weighted indices. RiverFront's expertise in analyzing macroeconomic trends and identifying promising sectors is key to this strategy. This active approach offers the potential to capitalize on changing market conditions. It allows investors to access a more tactical allocation than passive funds, potentially enhancing returns. The actively managed approach provides an advantage compared to competitors.
Risk Analysis
Volatility
RFDI's volatility will depend on the market conditions and its specific sector allocations. It may experience periods of higher volatility compared to broad market indices.
Market Risk
RFDI is subject to market risk, including the risk of declines in the value of its holdings due to economic downturns, political instability, or other adverse events affecting international markets.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation, comfortable with international equity exposure, and willing to accept the risks and higher fees associated with active management.
Market Risk
RFDI is suitable for long-term investors and those seeking tactical exposure to developed international markets.
Summary
First Trust RiverFront Dynamic Developed International ETF (RFDI) offers exposure to developed international markets through a dynamic asset allocation strategy. RiverFront's macro-economic research and investment expertise provides a unique angle in investing into developed markets. The performance hinges on the success of their sector selection process. Investors should be prepared for the possible downside of active management and the risks associated with investing in global markets. It is best suited for investors willing to pay a higher expense ratio for the potential of higher returns through active management.
Similar Companies
EFA
iShares MSCI EAFE ETF
EFA
iShares MSCI EAFE ETF
SCHF
Schwab International Equity ETF
SCHF
Schwab International Equity ETF
SPDW
SPDR S&P World ex US
SPDW
SPDR S&P World ex US
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- First Trust Website
- Morningstar
- ETF.com
- RiverFront Investment Group Website
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own research and 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 Two Roads Shared Trust
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 normally invests at least 80% of its assets in equity securities or investments that are economically tied to equity securities. The fund seeks to achieve its investment objective by investing under normal circumstances in a portfolio of equity securities of companies that are believed to exhibit strong fundamental attributes.
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