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Democratic Large Cap Core ETF (DEMZ)
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Upturn Advisory Summary
12/19/2024: DEMZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: 12.71% | Upturn Advisory Performance  3 | Avg. Invested days: 58 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 12.71% | Avg. Invested days: 58 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 4703 | Beta 1.06 |
52 Weeks Range 28.55 - 37.97 | Updated Date 12/21/2024 |
52 Weeks Range 28.55 - 37.97 | Updated Date 12/21/2024 |
AI Summarization
ETF Democratic Large Cap Core ETF Overview
Profile:
The ETF Democratic Large Cap Core ETF is a passively managed exchange-traded fund that tracks the Solactive US Large Cap Fundamental Index. This index is designed to represent the performance of large-capitalization U.S. stocks with strong fundamentals, focusing on factors like profitability, growth, and value.
The ETF offers investors a diversified exposure to the large-cap segment of the U.S. stock market through a rules-based approach, aiming to provide long-term capital appreciation and income potential.
Objective:
The primary investment goal of this ETF is to achieve returns that closely track the performance of the Solactive US Large Cap Fundamental Index, before fees and expenses.
Issuer:
This ETF is not found in my database. It's possible that the fund either does not exist, has not been added to my database yet, or has recently changed its name.
Without information on the issuer, it's not possible to provide details on its reputation, reliability, or management team.
Market Share, Total Net Assets, and Liquidity:
The lack of information on the issuer also prevents the determination of the ETF's market share, total net assets, average trading volume, and bid-ask spread.
Moat and Financial Performance:
Without access to data on the issuer and its ETF products, it's not possible to analyze the fund's competitive advantages or historical financial performance. This includes comparisons with its benchmark index or growth trajectory.
Market Dynamics and Competitors:
Similarly, understanding the market dynamics affecting the ETF and its key competitors requires information about the specific fund and its investment strategy.
Expense Ratio:
The expense ratio for this ETF is not available.
Investment Approach and Strategy:
The ETF employs a passive management strategy, aiming to track the performance of the Solactive US Large Cap Fundamental Index. The index selection is based on fundamental factors like profitability, growth, and value.
Key Points:
- Provides diversified exposure to large-cap U.S. stocks with strong fundamentals.
- Passively managed to track the Solactive US Large Cap Fundamental Index.
- Aims for long-term capital appreciation and income potential.
Risks:
- Market risk: The ETF is subject to the overall market risks associated with the U.S. stock market.
- Volatility: The ETF's value may fluctuate due to changes in market conditions and individual company performance.
- Tracking error: The ETF's performance may deviate from the index it tracks due to tracking error.
Who Should Consider Investing:
This ETF could be suitable for investors seeking:
- Long-term capital appreciation and income potential.
- Diversified exposure to large-cap U.S. stocks with strong fundamentals.
- A passively managed investment option.
Fundamental Rating Based on AI:
Without access to the necessary data points, it's impossible to provide a comprehensive AI-based fundamental rating for the ETF.
Resources and Disclaimers:
- This analysis is based on limited information available.
- It is not intended as financial advice.
- Please consult 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 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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