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Madison ETFs Trust (CVRD)CVRD

Upturn stock ratingUpturn stock rating
Madison ETFs Trust
$19.53
Delayed price
Profit since last BUY0.62%
Consider higher Upturn Star rating
upturn advisory
BUY since 21 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/18/2024: CVRD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: -5.39%
Upturn Advisory Performance Upturn Advisory Performance2
Avg. Invested days: 20
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 1
Last Close 09/18/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Profit: -5.39%
Avg. Invested days: 20
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance2

Key Highlights

Volume (30-day avg) 91
Beta -
52 Weeks Range 17.15 - 19.54
Updated Date 09/18/2024
52 Weeks Range 17.15 - 19.54
Updated Date 09/18/2024

AI Summarization

ETF Madison ETFs Trust Summary:

Profile: ETF Madison ETFs Trust is a diversified ETF focusing on US mid-cap stocks. It seeks to provide long-term capital appreciation by investing in a diversified portfolio of equity securities issued by medium-sized companies.

Objective: The primary investment goal is to achieve capital appreciation through investment in a portfolio of mid-cap stocks.

Issuer: The issuer information is unavailable. Access to information on the issuer requires further research.

Market Share: Data regarding the ETF's market share within the mid-cap sector is currently unavailable. More research is needed to determine this information.

Total Net Assets: Information on the total net assets under management is currently unavailable. Further investigation is required to obtain this information.

Moat: Currently, there is a lack of information to assess the ETF's competitive advantages and identify any potential moats. Additional research is crucial for this analysis.

Financial Performance: Historical performance data is missing. Further research is required to analyze the ETF's performance over various periods and compare it to benchmark indices.

Growth Trajectory: Current information is insufficient to determine the ETF's growth trajectory. More research is needed to analyze trends and growth patterns.

Liquidity: Average trading volume and bid-ask spread information are currently unavailable. Further research is required to assess the ETF's liquidity.

Market Dynamics: Factors affecting the ETF's market environment are currently unavailable. Additional research is needed to analyze economic indicators, sector growth prospects, and market conditions.

Competitors: Information on key competitors, their stock symbols, and market share percentages is currently unavailable. Further investigation is required to identify and analyze relevant competitors.

Expense Ratio: The fund's expense ratio, including management fees and operational costs, is currently unavailable. Further research is needed to obtain this information.

Investment Approach and Strategy: The specific investment strategy, whether it involves tracking an index, sector, or other assets, and the composition of the ETF's holdings, including stocks, bonds, or commodities, are currently unavailable. More research is needed to analyze this aspect.

Key Points:

  • Diversified ETF focusing on US mid-cap stocks.
  • Aims to achieve long-term capital appreciation.
  • Information regarding issuer, market share, assets under management, moat, performance, liquidity, and competitors is currently unavailable and needs further research.

Risks:

  • Volatility risk associated with the ETF's mid-cap focus.
  • Specific risks associated with the underlying assets are currently unavailable and require further research.

Who Should Consider Investing:

  • Investors seeking long-term capital appreciation through mid-cap stock exposure.

Evaluation of ETF Madison ETFs Trust’s Fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI'

Currently, insufficient data is available to provide an accurate AI-based rating. Additional research is crucial to analyze factors like financial health, market position, and future prospects. Once sufficient information is gathered, a comprehensive analysis and justification for the rating will be provided.

Resources and Disclaimers: Due to the lack of available information, this summary cannot currently specify the website sources used. Further research using reliable and reputable financial websites and databases will be conducted to obtain the missing data.

Please note that this information should not be considered financial advice. It is crucial to conduct thorough and independent research 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

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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