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CVRD
Upturn stock ratingUpturn stock rating

Madison ETFs Trust (CVRD)

Upturn stock ratingUpturn stock rating
$17.72
Delayed price
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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)
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Upturn Advisory Summary

03/13/2025: CVRD (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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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 -5.14%
Avg. Invested days 38
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/13/2025

Key Highlights

Volume (30-day avg) 6855
Beta -
52 Weeks Range 17.36 - 19.02
Updated Date 04/1/2025
52 Weeks Range 17.36 - 19.02
Updated Date 04/1/2025

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Madison ETFs Trust

stock logo

ETF Overview

overview logo Overview

Madison ETFs Trust is a collective investment trust designed to provide investors with exposure to specific market segments or investment strategies through a portfolio of underlying assets. The specific focus, target sector, asset allocation, and investment strategy vary depending on the individual ETF within the trust.

reliability logo Reputation and Reliability

The reputation and reliability of Madison ETFs Trust's issuer depend on their track record in managing investment products and adhering to regulatory standards. More information is needed to complete this response.

reliability logo Management Expertise

The expertise of the management team responsible for the ETF is a crucial factor in its performance and risk management. More information is needed to complete this response.

Investment Objective

overview logo Goal

The investment goal of each ETF within Madison ETFs Trust varies depending on its specific mandate, such as capital appreciation, income generation, or tracking a particular index.

Investment Approach and Strategy

Strategy: Whether an ETF within Madison ETFs Trust aims to track a specific index, sector, commodity, or other assets depends on its individual investment mandate. It could be passive or active.

Composition The assets held by each ETF within Madison ETFs Trust vary depending on its specific investment objective and may include stocks, bonds, commodities, or a mix of these.

Market Position

Market Share: Due to a lack of available data, Madison ETFs Trustu2019s market share in its sector is not available.

Total Net Assets (AUM): The total net assets under management by Madison ETFs Trust vary depending on the specific ETF within the trust and its popularity among investors. This information is not publicly available at an aggregated level.

Competitors

overview logo Key Competitors

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar investment products. Without specific details about an individual Madison ETF's focus, a detailed comparison is not possible. The advantages and disadvantages of a Madison ETF compared to its competitors depend on its unique features, cost structure, and performance.

Financial Performance

Historical Performance: Historical financial performance data for each ETF within Madison ETFs Trust is required to assess its track record over different time periods. This would require knowing each fund in the trust to examine performance.

Benchmark Comparison: Comparing the ETF's performance to its benchmark index helps gauge its effectiveness. This cannot be done without information about the specific ETFs within the Trust.

Expense Ratio: The expense ratio for each fund within Madison ETFs Trust must be consulted to review management fees and operational costs for each specific fund.

Liquidity

Average Trading Volume

Average trading volume varies widely depending on the ETF within Madison ETFs Trust, some trading more than others.

Bid-Ask Spread

The bid-ask spread also varies but gives an indication of the cost of trading the ETF.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and current market conditions all influence the performance of the underlying assets held by ETFs within Madison ETFs Trust.

Growth Trajectory

Growth trends and patterns of ETFs within Madison ETFs Trust depend on market dynamics and any changes to the strategies and holdings of underlying investments.

Moat and Competitive Advantages

Competitive Edge

The competitive advantage of a Madison ETFs Trust fund can vary widely. It could involve a unique investment strategy, superior management expertise, or a focus on a niche market segment, helping attract investors seeking specific exposures. It is crucial to assess each fund individually to determine its competitive strengths and how it differentiates itself from other ETFs in the market. A clearly defined investment thesis and a consistent track record of performance contribute significantly to its competitive edge.

Risk Analysis

Volatility

Volatility depends on the specific ETF within Madison ETFs Trust and its underlying assets. Risk analysis requires reviewing the history of volatility.

Market Risk

The specific risks associated with a Madison ETF's underlying assets depend on its investment focus, sector exposure, and geographic allocation. Diversification, macroeconomic factors and political events may add to or alleviate market risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile for an ETF within Madison ETFs Trust depends on the fund's specific investment objective and risk profile. Risk tolerance and investment horizon all come into play.

Market Risk

Suitability depends on the investment goals, risk tolerance, and time horizon of the investor. Active and passive traders can invest in Madison ETFs Trust.

Summary

Madison ETFs Trust offers various investment strategies through its different funds. To make investment decisions, a thorough analysis of each fund is required, considering the fundu2019s objective, expense ratio, and risk factors. It's essential to compare these factors to the investor's goals. The specific fund in the Madison ETFs Trust needs to align to the appropriate market risk.

Similar Companies

Sources and Disclaimers

Data Sources:

Disclaimers:

The data provided is based on limited available information and should not be considered financial advice. Investors should conduct their own thorough research and consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Madison ETFs Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.

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