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LFEQ

VanEck Long/Flat Trend ETF (LFEQ)

$48.62

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

03/24/2025: LFEQ (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

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF

Historic Profit 24.78%

Avg. Invested days 58

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

4.0

ETF Returns Performance

4.0

Profits based on simulation

Last Close 03/24/2025

Key Highlights

Volume (30-day avg) 2161	Beta 0.63	52 Weeks Range 41.55 - 51.75	Updated Date 04/2/2025
52 Weeks Range 41.55 - 51.75	Updated Date 04/2/2025

Upturn AI SWOT

VanEck Long/Flat Trend ETF

ETF Overview

Overview

The VanEck Long/Flat Trend ETF (LFEQ) is designed to systematically rotate between U.S. equities and cash based on long-term price trends. It seeks capital appreciation by using a rules-based approach that aims to capture equity market upside while mitigating downside risk by moving to cash when trends weaken.

Reputation and Reliability

VanEck has a solid reputation and long track record as an ETF provider, known for its diverse and innovative product offerings.

Management Expertise

VanEck employs experienced professionals in investment management, research, and trading, providing strong expertise in managing trend-following strategies.

Investment Objective

Goal

To seek capital appreciation.

Investment Approach and Strategy

Strategy: LFEQ employs a systematic, rules-based approach that dynamically allocates between U.S. equities and cash based on long-term price trends. It does not track a specific index.

Composition The ETF primarily holds U.S. equity securities and cash equivalents, with allocations shifting based on trend analysis. The specific equity holdings are generally representative of the broader U.S. market.

Market Position

Market Share: Data unavailable to calculate market share

Total Net Assets (AUM): Data unavailable to calculate AUM

Competitors

Key Competitors

iShares MSCI USA Momentum Factor ETF (MTUM)
Invesco DWA Momentum ETF (PDP)
Alpha Architect U.S. Quantitative Momentum ETF (QMOM)

Competitive Landscape

The ETF market in this segment is competitive, featuring several well-established momentum and trend-following ETFs. LFEQ differentiates itself with its long/flat strategy, which aims to reduce volatility by moving to cash during downtrends, but this can also lead to underperformance during strong bull markets compared to competitors that remain fully invested.

Financial Performance

Historical Performance: Historical performance data is unavailable, making it hard to comment.

Benchmark Comparison: A comparison to its benchmark or relevant index is unavailable, making it hard to comment.

Expense Ratio: 0.32

Liquidity

Average Trading Volume

Data unavailable to comment on average trading volume.

Bid-Ask Spread

Data unavailable to comment on the bid-ask spread.

Market Dynamics

Market Environment Factors

Economic indicators, market volatility, and interest rate movements influence LFEQ's performance. Market sentiment and overall equity market trends are also crucial.

Growth Trajectory

Data unavailable to comment on growth trajectory

Moat and Competitive Advantages

Competitive Edge

LFEQ's main advantage is its trend-following methodology, designed to limit downside risk during bear markets by shifting assets to cash. This strategy appeals to investors seeking to mitigate volatility. Its rules-based approach removes emotional decision-making, potentially leading to more consistent results over the long term. The ETF's expense ratio is competitive, making it an attractive option for cost-conscious investors.

Risk Analysis

Volatility

Historical volatility data is unavailable, so its volatility is undetermined.

Market Risk

LFEQ is exposed to market risk, particularly the risk of underperforming during strong bull markets when it may be holding cash. Its equity holdings are also subject to general market fluctuations.

Investor Profile

Ideal Investor Profile

LFEQ is best suited for investors seeking capital appreciation with a focus on downside risk mitigation. It appeals to those who prefer a systematic, rules-based approach to investing.

Market Risk

LFEQ is suitable for long-term investors who are comfortable with a strategy that may underperform during periods of strong market uptrends but aims to protect capital during downturns.

Summary

The VanEck Long/Flat Trend ETF (LFEQ) is designed for capital appreciation while trying to limit downside risk. It uses a rules-based, trend-following methodology to allocate between U.S. equities and cash. This ETF appeals to risk-averse investors. However, the investor should be aware of the potential underperformance during strong bull markets, when it may be holding cash. LFEQ provides a systematic approach to manage equity market exposure.

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Sources and Disclaimers

Data Sources:

VanEck
ETF.com
Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About VanEck Long/Flat Trend ETF

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

The fund normally invests at least 80% of its total assets in securities that track and/or comprise the fund's benchmark index. The index is a rules-based index that follows a proprietary model developed by Ned Davis Research, Inc. in conjunction with CMG Capital Management Group, Inc. To help limit potential loss associated with adverse market conditions, the model produces trade signals that dictate the index's equity allocation ranging from 100% fully invested to 100% in cash. The fund is non-diversified.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.