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Upturn AI SWOT - About
Northern Lights Fund Trust III (HYTR)
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Upturn Advisory Summary
04/01/2025: HYTR (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.76% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 65019 | Beta 0.73 | 52 Weeks Range 20.02 - 23.58 | Updated Date 04/2/2025 |
52 Weeks Range 20.02 - 23.58 | Updated Date 04/2/2025 |
Upturn AI SWOT
Northern Lights Fund Trust III
ETF Overview
Overview
Northern Lights Fund Trust III is a registered investment company. It often operates as a 'fund of funds,' offering exposure to various asset classes and investment strategies through multiple underlying funds.
Reputation and Reliability
Northern Lights Compliance Services, LLC, serves as the fund's administrator and compliance services provider, overseeing regulatory compliance. Northern Lights has a good reputation in administrating various ETF's. The reliability depends on the individual funds it holds.
Management Expertise
The management team's expertise varies depending on the specific underlying fund, as they manage the individual assets within each fund. Their expertise lies in selecting suitable fund managers.
Investment Objective
Goal
The investment goal varies widely depending on the specific fund series within Northern Lights Fund Trust III. Each series has its own stated objective.
Investment Approach and Strategy
Strategy: The investment strategy changes per fund series, which may target specific sectors, follow indexes, or employ active management. Strategies vary widely across different fund series.
Composition The assets held vary by fund series. They may include stocks, bonds, derivatives, real estate, and/or other investment funds. The composition mirrors each funds stated strategy.
Market Position
Market Share: Varies depending on the specific fund series.
Total Net Assets (AUM): Varies depending on the specific fund series.
Competitors
Key Competitors
Competitive Landscape
Due to the fund-of-funds structure and variety of its series, Northern Lights Fund Trust III competes in multiple segments of the ETF market. Its competitive advantages and disadvantages depend on each fund's ability to outperform its peers.
Financial Performance
Historical Performance: Historical performance data will change among the funds within the trust. Performance varies widely.
Benchmark Comparison: Benchmark comparison varies depending on the specific fund series. Each fund series has its own benchmark index.
Expense Ratio: Expense ratio varies depending on the specific fund series.
Liquidity
Average Trading Volume
The ETF's liquidity depends upon the individual funds series.
Bid-Ask Spread
The bid-ask spread varies and depends upon the individual funds series.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions affect each fund series differently based on its individual holdings and strategies.
Growth Trajectory
Growth trajectory changes by fund series. These changes depend upon changes to the market as a whole or individual fund changes and holdings.
Moat and Competitive Advantages
Competitive Edge
Northern Lights Fund Trust III's competitive advantages lie in its ability to offer a diverse array of investment strategies under one umbrella. The fund's strengths vary among funds. It helps advisors and investors customize their portfolio according to their risk tolerance and goals. Its ability to launch innovative and niche investment strategies can also attract investors.
Risk Analysis
Volatility
The volatility varies depending on the underlying assets and strategies employed by the specific fund series.
Market Risk
Market risk is tied to the specific assets held in each fund series, ranging from equity risk to interest rate risk and commodity price risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific fund series. It could be suitable for investors seeking diverse exposure to specific market segments, strategies, or asset classes.
Market Risk
Suitability depends on the individual fund series. Some may be suited for long-term investors, active traders, or passive index followers.
Summary
Northern Lights Fund Trust III is a complex structure offering a diverse range of investment options through various fund series. Its appeal lies in the ability to access niche strategies and asset classes via a single investment vehicle. Assessing its suitability requires careful evaluation of each fund series' objectives, risks, and performance. Due to its broad nature, investors must carefully consider their specific investment goals before investing in a particular series within the fund. The Northern Lights Compliance Services, LLC, manages the fund's compliance requirements.
Similar Companies
Sources and Disclaimers
Data Sources:
- Company Website
- Fund Fact Sheets
- Financial News Outlets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence 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 Northern Lights Fund Trust III
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing at least 80% of its net assets in securities included in the index. The rules-based index is comprised of constituents that are a blend of allocations to two asset classes: unaffiliated U.S. high yield corporate bond (or "junk bond") exchange-traded funds ("ETFs") and unaffiliated U.S. 3-7 year Treasury ETFs. The index also includes a stop loss mechanism on the U.S. 3-7 year Treasury ETFs that allows the index to invest in U.S. T-bill ETFs.
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