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Madison ETFs Trust (CVRD)



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Upturn Advisory Summary
03/13/2025: CVRD (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -5.14% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Madison ETFs Trust
ETF Overview
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.
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.
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
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
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.
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 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.
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.