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Upturn AI SWOT - About
Ocean Park International ETF (DUKX)
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Upturn Advisory Summary
04/01/2025: DUKX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1906 | Beta - | 52 Weeks Range 22.85 - 26.09 | Updated Date 04/1/2025 |
52 Weeks Range 22.85 - 26.09 | Updated Date 04/1/2025 |
Upturn AI SWOT
Ocean Park International ETF
ETF Overview
Overview
The Ocean Park International ETF aims to provide investors with exposure to a diversified portfolio of international equities, focusing on developed and emerging markets outside of the United States. Its strategy involves a mix of fundamental and quantitative analysis to select companies with growth potential and strong financial health.
Reputation and Reliability
Issuer's reputation is yet to be established. Track record in the market needs more time to establish.
Management Expertise
Management team's expertise is difficult to gauge due to the ETF's new presence in the market.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a portfolio of international equities.
Investment Approach and Strategy
Strategy: The ETF employs an actively managed investment strategy, selecting stocks based on fundamental research and quantitative analysis.
Composition The ETF holds a mix of international stocks, predominantly in developed and emerging markets.
Market Position
Market Share: ETF Ocean Park International ETF currently does not have a notable market share due to its relative newness.
Total Net Assets (AUM): TBD
Competitors
Key Competitors
- VEA
- VXUS
- IEFA
- ACWX
Competitive Landscape
The international equity ETF market is highly competitive, with several established players. Ocean Park International ETF faces the challenge of differentiating itself to attract investors from these incumbents. Its success will depend on its investment strategy and performance.
Financial Performance
Historical Performance: Historical financial performance data is still establishing and not yet significant for performance analysis.
Benchmark Comparison: Benchmark comparison is not yet fully applicable due to limited historical data. The selected benchmark should align with the ETF's international equity focus.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's liquidity, based on its average trading volume, is currently low due to its relative newness.
Bid-Ask Spread
The bid-ask spread is wider because of the low trading volume which reflects as a cost in trading this ETF.
Market Dynamics
Market Environment Factors
Economic indicators in various international markets, global trade policies, and currency fluctuations all affect the ETF's performance.
Growth Trajectory
Growth trends are dependent on the ETF gaining traction in the market and building a strong performance track record. Changes to strategy and holdings will likely occur as the ETF matures.
Moat and Competitive Advantages
Competitive Edge
Ocean Park International ETF's competitive advantage is yet to be seen. If the ETF can provide superior risk-adjusted returns, it could attract investors seeking higher growth potential. A unique investment strategy or a focus on a specific segment of the international market may set it apart. Success hinges on its execution of investment decisions.
Risk Analysis
Volatility
Volatility is hard to assess at this stage but is expected to be moderate, reflecting the volatility of international markets.
Market Risk
The ETF is subject to market risk, including fluctuations in international equity markets, currency exchange rates, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is an active equity investor willing to diversify outside of the U.S. and seeking growth opportunities in international markets.
Market Risk
Suitable for long-term investors seeking portfolio diversification and exposure to international equities.
Summary
Ocean Park International ETF is a new actively managed international equity ETF. It offers investors exposure to international markets outside the U.S. Its success depends on its management team's ability to generate competitive returns through its investment selection process. Investors should carefully monitor its performance and expenses before investing. Its potential relies on establishing a solid track record and attracting investor interest.
Similar Companies
ACWX
iShares MSCI ACWI ex U.S. ETF
ACWX
iShares MSCI ACWI ex U.S. ETF
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- ETF provider website
- Financial news outlets
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investors should conduct their own 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 Ocean Park International ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by tactically allocating the fund"s assets between unaffiliated international equity ETFs and cash equivalents. Under normal market conditions, the advisor expects to invest substantially all of its assets in underlying ETFs.
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