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Upturn AI SWOT - About
SPDR® SSGA Fixed Income Sector Rotation ETF (FISR)
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Upturn Advisory Summary
04/01/2025: FISR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 1.58% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 75293 | Beta 1.04 | 52 Weeks Range 23.93 - 26.15 | Updated Date 04/1/2025 |
52 Weeks Range 23.93 - 26.15 | Updated Date 04/1/2025 |
Upturn AI SWOT
SPDR® SSGA Fixed Income Sector Rotation ETF
ETF Overview
Overview
The SPDRu00ae SSGA Fixed Income Sector Rotation ETF (FIVR) seeks to provide total return by actively rotating among U.S. fixed income sectors, aiming to outperform a traditional fixed income benchmark through strategic allocation decisions.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long history of providing ETF products.
Management Expertise
SSGA has a team of experienced fixed income professionals managing the ETF, with expertise in sector allocation and macroeconomic analysis.
Investment Objective
Goal
The primary investment goal is to achieve total return by actively managing exposure across various U.S. fixed income sectors.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, rotating among different fixed income sectors based on macroeconomic analysis and relative value assessment.
Composition The ETF holds a diverse portfolio of fixed income securities, spanning sectors such as government, corporate, and securitized debt.
Market Position
Market Share: FIVR's market share is relatively small compared to broad market fixed income ETFs.
Total Net Assets (AUM): 10830000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
Competitive Landscape
The fixed income ETF market is dominated by large, passively managed funds with low expense ratios. FIVR differentiates itself through active sector rotation, offering the potential for outperformance but at a higher expense ratio. A disadvantage is the unpredictability of active management. Advantages include potential for gains where passive investment lacks.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved dynamically from financial data providers.
Benchmark Comparison: Benchmark comparison requires dynamic data retrieval to compare against a relevant fixed income index like the Bloomberg Barclays U.S. Aggregate Bond Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
Average daily trading volume needs to be dynamically determined from financial data providers.
Bid-Ask Spread
Bid-ask spread data must be dynamically retrieved to reflect real-time market conditions.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth influence fixed income sector performance. Sector growth prospects vary based on macroeconomic conditions and credit market dynamics.
Growth Trajectory
Growth patterns depend on the ETF's ability to successfully rotate into outperforming sectors and avoid underperforming ones, which depends on the fund manager's skill in macroeconomic forecasting.
Moat and Competitive Advantages
Competitive Edge
FIVR's competitive advantage lies in its active sector rotation strategy, aiming to capitalize on macroeconomic trends and relative value opportunities within the fixed income market. The ETF provides exposure to potentially higher-yielding sectors compared to passively managed broad market bond funds. Skilled sector allocation could generate alpha for investors. However, success is contingent on the fund manager's expertise.
Risk Analysis
Volatility
Volatility depends on the specific sectors held and their sensitivity to interest rate changes and credit spreads. Historical volatility needs to be retrieved dynamically.
Market Risk
Market risk stems from interest rate risk (changes in interest rates affecting bond prices) and credit risk (the risk of issuers defaulting on their debt obligations).
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks higher potential returns than broad market fixed income ETFs and is comfortable with active management and potentially higher volatility.
Market Risk
FIVR may be suitable for investors seeking to enhance fixed income returns through active management, but may not be appropriate for passive index followers seeking consistent, benchmark-like performance.
Summary
The SPDRu00ae SSGA Fixed Income Sector Rotation ETF (FIVR) is an actively managed fixed income ETF that aims to provide total return by strategically rotating among various U.S. fixed income sectors. The fund's success hinges on the expertise of its management team in accurately forecasting macroeconomic trends and identifying undervalued sectors. While it offers the potential for outperformance compared to passive fixed income ETFs, investors should be aware of the higher expense ratio and the risks associated with active management. It is suitable for those comfortable with potentially higher volatility and seeking to enhance fixed income returns.
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Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data may be delayed.
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 SPDR® SSGA Fixed Income Sector Rotation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a fund of funds, meaning that it primarily invests its assets in securities of other exchange-traded funds (ETFs). Under normal circumstances, it invests at least 80% of its net assets (plus the amount of borrowings for investments purposes) directly, or indirectly through the underlying ETFs, in fixed income securities. The fund or ETFs in which it invests may use derivative instruments to gain or hedge exposure to certain securities as an alternative to investing directly in such securities.
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