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Upturn AI SWOT - About
F/m Emerald Life Sciences Innovation ETF (LFSC)
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Upturn Advisory Summary
04/01/2025: LFSC (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) 4840 | Beta - | 52 Weeks Range 21.90 - 27.76 | Updated Date 04/1/2025 |
52 Weeks Range 21.90 - 27.76 | Updated Date 04/1/2025 |
Upturn AI SWOT
F/m Emerald Life Sciences Innovation ETF
ETF Overview
Overview
The F/m Emerald Life Sciences Innovation ETF (LRNZ) seeks to provide capital appreciation by investing in companies involved in innovative life sciences. It focuses on companies that are developing or using cutting-edge technologies and therapies in healthcare.
Reputation and Reliability
F/M Investments is an ETF issuer that offers a range of thematic ETFs. Their reputation is still developing as a relatively newer entrant.
Management Expertise
The management team has experience in financial services and ETF management, although specific details on individual experience may vary.
Investment Objective
Goal
To provide capital appreciation by investing in companies involved in innovative life sciences.
Investment Approach and Strategy
Strategy: The ETF employs an actively managed investment strategy focusing on innovative life sciences companies.
Composition The ETF primarily holds stocks of companies in the life sciences sector, including biotechnology, pharmaceuticals, and healthcare technology.
Market Position
Market Share: LRNZ's market share is relatively small within the broader life sciences ETF category.
Total Net Assets (AUM): 15000000
Competitors
Key Competitors
- ARKG
- XBI
- IBB
Competitive Landscape
The life sciences ETF market is highly competitive, dominated by larger, established funds. LRNZ differentiates itself with its active management and focus on innovation, but faces challenges in attracting assets due to its smaller size and higher expense ratio compared to passively managed competitors. Advantages are targeted focus; Disadvantages are lower AUM.
Financial Performance
Historical Performance: Historical performance data needs to be analyzed over different time periods (e.g., 1-year, 3-year, 5-year) to understand its track record. Data unavailable without real time data.
Benchmark Comparison: The ETF's performance should be compared to relevant benchmark indices (e.g., S&P Biotechnology Select Industry Index) to evaluate its effectiveness. Data unavailable without real time data.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume of LRNZ is relatively low, which may affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for LRNZ can be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic factors, regulatory changes, and technological advancements in the life sciences sector influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets and generate returns in line with its investment objective. Data on holdings changes is necessary to analyze the growth.
Moat and Competitive Advantages
Competitive Edge
LRNZ's competitive edge lies in its active management and focus on innovative life sciences companies that may not be well-represented in broader market indices. This targeted approach allows for potentially higher returns if the fund's managers can identify and invest in successful emerging companies. Its smaller size allows it to be nimble in acquiring and divesting positions. Its niche focus could provide diversification for investors looking to add exposure to specific areas within the life sciences sector.
Risk Analysis
Volatility
LRNZ's historical volatility needs to be assessed to understand its potential price fluctuations.
Market Risk
LRNZ is subject to market risk, as the value of its holdings can decline due to various factors, including economic downturns, industry-specific challenges, and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor for LRNZ is someone with a high-risk tolerance and a long-term investment horizon who is looking for exposure to innovative life sciences companies.
Market Risk
LRNZ is more suitable for long-term investors who are comfortable with higher volatility and have a strong understanding of the life sciences sector.
Summary
The F/m Emerald Life Sciences Innovation ETF (LRNZ) offers targeted exposure to innovative life sciences companies through active management. Its smaller size and higher expense ratio, relative to larger competitors, are important considerations for investors. It is best suited for those seeking concentrated exposure to a potentially high-growth area of healthcare. Investor should understand that the fund's success hinges on the expertise of its active managers and the performance of its underlying holdings. Due to its active management style, performance is highly dependent on management team's decisions.
Similar Companies
IBB
iShares Biotechnology ETF
IBB
iShares Biotechnology ETF
PJP
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PJP
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XBI
SPDR® S&P Biotech ETF
XBI
SPDR® S&P Biotech ETF
XLV
Health Care Select Sector SPDR® Fund
XLV
Health Care Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- F/M Investments Website
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and risk tolerance. Past performance is not indicative of future results.
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 F/m Emerald Life Sciences Innovation 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") and invests primarily in equity securities of life science companies selected by Emerald Mutual Fund Advisers Trust, the fund"s investment sub-adviser, under the supervision of the adviser. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities issued by life science companies demonstrating innovation.
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