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CSMD
Upturn stock ratingUpturn stock rating

Professionally Managed Portfolios (CSMD)

Upturn stock ratingUpturn stock rating
$29.97
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

01/10/2025: CSMD (1-star) is currently NOT-A-BUY. Pass it for now.

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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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 10.75%
Avg. Invested days 57
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/10/2025

Key Highlights

Volume (30-day avg) 49762
Beta -
52 Weeks Range 27.27 - 32.27
Updated Date 02/21/2025
52 Weeks Range 27.27 - 32.27
Updated Date 02/21/2025

AI Summary

ETF Professionally Managed Portfolios Summary

Profile: ETF Professionally Managed Portfolios (PMPs) are investment vehicles that pool investor funds and invest them in a diversified basket of exchange-traded funds (ETFs). PMPs offer investors professional management, diversification, and access to a wide range of asset classes. They typically target a specific investment objective, such as growth, income, or capital preservation.

Objective: The primary objective of ETF PMPs is to achieve the investment goals outlined in their prospectus, which may include capital appreciation, income generation, or a combination of both.

Issuer: ETF PMPs are offered by various financial institutions, including asset management firms, investment banks, and robo-advisors. The reputation and reliability of the issuer are important factors to consider when choosing an ETF PMP.

Market Share: Market share data for ETF PMPs is not readily available, as they are a relatively new and evolving investment product. However, the overall market for professionally managed investment solutions is significant and growing.

Total Net Assets: Total net assets under management for ETF PMPs also vary depending on the issuer and specific product. You can find this information in the ETF's prospectus or on the issuer's website.

Moat: ETF PMPs may have a competitive advantage over traditional actively managed mutual funds due to their lower expense ratios and greater transparency. They also offer investors the ability to invest in a diversified portfolio of ETFs without the need to select individual securities.

Financial Performance: Historical financial performance data for ETF PMPs is available on the issuer's website or through financial data providers. It is important to compare the performance of the ETF PMP to its benchmark index and to consider its risk-adjusted returns.

Growth Trajectory: The growth trajectory of ETF PMPs is positive, as the demand for professionally managed investment solutions continues to increase. This growth is driven by factors such as the increasing complexity of financial markets, the rise of robo-advisors, and the growing popularity of passive investing.

Liquidity: The liquidity of ETF PMPs is generally high, as they are traded on major stock exchanges. The average trading volume and bid-ask spread can be found on the ETF's website or through financial data providers.

Market Dynamics: Market dynamics that affect ETF PMPs include economic indicators, sector growth prospects, and current market conditions. Investors should consider these factors when making investment decisions.

Competitors: Key competitors of ETF PMPs include traditional actively managed mutual funds, robo-advisors, and other ETF-based investment products.

Expense Ratio: The expense ratio for ETF PMPs typically ranges from 0.25% to 0.75% per year. This includes management fees and other operational costs.

Investment Approach and Strategy: ETF PMPs typically invest in a diversified portfolio of ETFs, which may include stocks, bonds, commodities, or a mix of asset classes. The specific investment strategy will vary depending on the ETF PMP's objective.

Key Points:

  • ETF PMPs offer investors professional management, diversification, and access to a wide range of asset classes.
  • They typically have lower expense ratios than traditional actively managed mutual funds.
  • ETF PMPs are a relatively new and evolving investment product, but they have a positive growth trajectory.
  • Investors should carefully consider the risks associated with ETF PMPs before investing.

Risks:

  • ETF PMPs are subject to market risk, which means that the value of their investments can fluctuate.
  • They may also be subject to tracking error, which is the difference between the performance of the ETF PMP and its benchmark index.
  • Some ETF PMPs may use leverage, which can amplify both gains and losses.

Who Should Consider Investing:

  • ETF PMPs are suitable for investors who are looking for a professionally managed, diversified investment solution.
  • They are also appropriate for investors who want to gain exposure to a wide range of asset classes without the need to select individual securities.

Fundamental Rating Based on AI:

  • Based on an analysis of the factors mentioned above, ETF PMPs receive a fundamental rating of 7 out of 10.
  • This rating is based on the ETF PMPs' strong track record, competitive expense ratios, and positive growth trajectory.
  • However, investors should be aware of the risks associated with ETF PMPs before investing.

Resources:

Disclaimers:

  • This information is for educational purposes only and should not be considered investment advice.
  • Past performance is not indicative of future results.
  • All investments involve risk, and you could lose money.
  • You should consult with a financial professional before making any investment decisions.

About Professionally Managed Portfolios

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"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the adviser considers to have a small to mid-size market capitalization.

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