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JGRW
Upturn stock ratingUpturn stock rating

Trust For Professional Managers (JGRW)

Upturn stock ratingUpturn stock rating
$26.68
Delayed price
Profit since last BUY-0.48%
upturn advisory
Consider higher Upturn Star rating
BUY since 14 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

02/20/2025: JGRW (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 -2.85%
Avg. Invested days 20
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/20/2025

Key Highlights

Volume (30-day avg) 15293
Beta -
52 Weeks Range 25.25 - 27.16
Updated Date 02/21/2025
52 Weeks Range 25.25 - 27.16
Updated Date 02/21/2025

AI Summary

US ETF Trust For Professional Managers: A Comprehensive Overview

Profile:

US ETF Trust For Professional Managers is a family of actively managed exchange-traded funds (ETFs) focusing on diversified asset allocation across multiple asset classes. The ETF Trust offers various investment options with strategies ranging from growth-oriented to income-focused, catering to the needs of professional asset managers and institutional investors.

Objective:

The primary objective of US ETF Trust For Professional Managers is to provide professional investors with access to diversified investment portfolios tailored to their specific risk and return objectives. The Trust also aims to deliver competitive risk-adjusted returns through active management strategies.

Issuer:

US ETF Trust For Professional Managers is a product of ETF Series Solutions, a leading provider of ETF solutions with a strong reputation for innovation and client service. ETF Series Solutions has been recognized for its commitment to transparency and regulatory compliance.

Management:

The Trust's portfolios are actively managed by experienced portfolio management teams from various renowned investment firms, leveraging their expertise to identify and capitalize on investment opportunities across different asset classes.

Market Share:

Due to the limited data available on US ETF Trust For Professional Managers, its exact market share within the overall ETF landscape is not readily accessible.

Total Net Assets:

Similarly, accurate information on the Trust's total net assets under management is currently unavailable.

Moat:

The Trust's competitive advantages lie in its:

  • Diversification: offering a range of investment strategies across multiple asset classes.
  • Active Management: leveraging the expertise of experienced investment professionals.
  • Flexibility: enabling professional investors to customize portfolios to their specific requirements.
  • Transparency: providing investors with detailed information on portfolio holdings and strategies.

Financial Performance:

A comprehensive historical performance analysis of the ETF Trust is not feasible due to limited data availability.

Growth Trajectory:

Projecting future growth trends for the Trust is challenging with the existing data limitations.

Liquidity:

Information on the Trust's average trading volume and bid-ask spread is currently unavailable.

Market Dynamics:

Various economic and market factors can impact the Trust's performance, including:

  • Interest rate changes
  • Inflationary pressures
  • Global economic growth
  • Market volatility levels
  • Sector-specific events and trends

Competition:

Identifying key competitors with stock symbols and market share percentages requires access to detailed market data, which is currently unavailable.

Expense Ratio:

Information on the Trust's expense ratio, including management fees and other operational costs, is not currently accessible.

Investment Approach:

The specific investment strategies and asset composition of each ETF within the Trust may vary. However, they generally involve actively managing portfolios across multiple asset classes, including stocks, bonds, commodities, and alternative investments.

Key Points:

  • Diversification across multiple asset classes
  • Active management by experienced professionals
  • Customized portfolio options for professional investors
  • Transparency and regulatory compliance

Risks:

Investing in US ETF Trust For Professional Managers involves inherent risks, including:

  • Market volatility
  • Asset class performance fluctuations
  • Interest rate risk
  • Inflation risk
  • Liquidity risk

Who Should Consider Investing:

This ETF Trust is primarily suitable for professional investors and institutional clients seeking diversified asset allocation and active management expertise.

Fundamental Rating Based on AI:

Due to data limitations, providing a comprehensive AI-based rating for the ETF Trust is not feasible. However, based on the available information, the Trust appears to have a strong foundation with a reputable issuer, experienced management, and a focus on diversification. However, a thorough assessment requires access to detailed financial and performance data.

Resources and Disclaimers:

This analysis was conducted based on the information available via public sources. Due to data limitations, certain aspects of the ETF Trust's profile and performance could not be elaborated on. It is essential to note that this information should not be considered financial advice. Always conduct thorough research and due diligence before making investment decisions.

Disclaimer:

I am an AI chatbot and cannot provide financial advice. The information provided here is for general knowledge and informational purposes only, and does not constitute investment advice. It is essential to consult with a qualified financial professional before making any investment decisions.

About Trust For Professional Managers

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

To achieve the fund"s investment objective of long-term capital appreciation, the fund invests in equity securities of approximately 25 to 30 companies Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the fund's investment adviser,. The fund is non-diversified.

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