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Democratic Large Cap Core ETF (DEMZ)DEMZ
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Upturn Advisory Summary
11/18/2024: DEMZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 12.18% | Upturn Advisory Performance  3 | Avg. Invested days: 55 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 11/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 12.18% | Avg. Invested days: 55 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 11/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 3828 | Beta 1.06 |
52 Weeks Range 28.10 - 36.71 | Updated Date 11/21/2024 |
52 Weeks Range 28.10 - 36.71 | Updated Date 11/21/2024 |
AI Summarization
ETF Democratic Large Cap Core ETF: Summary and Analysis
I. Profile:
Focus: Large-cap core US stocks. Asset Allocation: Equities. Investment Strategy: Passively tracks the Democratic Large Cap Core Index.
II. Objective:
Seeks to replicate the performance of the Democratic Large Cap Core Index, which comprises large-cap US companies that align with democratic economic principles.
III. Issuer:
Name: Democratic Large Cap Core ETF Trust. Reputation and Reliability: Unknown, as the ETF appears to be a new or inactive product.
IV. Market Share and Total Net Assets:
Unavailable due to unknown issuer and lack of data.
V. Moat:
Potential advantages could include:
- Unique Investment Focus: Aligns with Democratic economic principles, potentially attracting ESG-conscious investors.
- Passive Management: Lower expense ratio compared to actively managed funds.
VI. Financial Performance:
Performance data unavailable due to unknown issuer and lack of data.
VII. Growth Trajectory:
Unknown due to insufficient information.
VIII. Liquidity:
Average Trading Volume and Bid-Ask Spread unavailable due to unknown issuer and lack of data.
IX. Market Dynamics:
Economic indicators, sector growth prospects, and regulatory changes could impact the ETF's performance.
X. Competitors:
Other large-cap core US stock ETFs, such as IVV (iShares CORE S&P 500), VOO (Vanguard S&P 500 ETF), and SPY (SPDR S&P 500 ETF).
XI. Expense Ratio:
Unknown due to unknown issuer and lack of data.
XII. Investment Approach and Strategy:
Strategy: Passive, tracking the Democratic Large Cap Core Index. Composition: Large-cap US equities aligned with democratic economic principles.
XIII. Key Points:
- ESG-Focused: Targets companies promoting democratic economic values.
- Passive Management: Aims for low expense ratios and efficient portfolio management.
- High Liquidity: Anticipated liquidity based on similar ETF products.
XIV. Risks:
- Volatility: Large-cap stocks can experience volatility due to market fluctuations.
- Market Risk: Performance tied to the underlying index and sector risks.
- Limited Track Record: Unknown issuer and lack of historical performance data.
XV. Who Should Consider Investing:
- Investors seeking exposure to large-cap US stocks aligned with democratic economic principles.
- Investors seeking a passively managed and potentially lower-cost alternative to active funds.
- Investors with a long-term investment horizon and understanding of market risks.
XVI. Fundamental Rating Based on AI:
Due to limited data and lack of operational track record, an accurate AI-based rating is currently not possible. More information is needed to assess the ETF's financial health, market position, and future prospects.
XVII. Resources and Disclaimers:
- Resource data is unavailable due to the unknown issuer and lack of available information.
- Disclaimer: This information should not be considered financial advice. Please conduct thorough research and consult with a financial advisor before making 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 Democratic Large Cap Core ETF
The index is a subset of the S&P 500® Index designed to provide exposure to large capitalization companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of companies included in the index.
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