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Professionally Managed Portfolios (CSMD)
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Upturn Advisory Summary
01/10/2025: CSMD (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 10.75% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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.
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.