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Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF (LOPP)LOPP
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Upturn Advisory Summary
09/18/2024: LOPP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -1.93% | Upturn Advisory Performance  2 | Avg. Invested days: 39 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -1.93% | Avg. Invested days: 39 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 330 | Beta 0.96 |
52 Weeks Range 19.94 - 27.71 | Updated Date 09/19/2024 |
52 Weeks Range 19.94 - 27.71 | Updated Date 09/19/2024 |
AI Summarization
ETF Summary: Gabelli Love Our Planet & People ETF (LOPP)
Profile:
LOPP is an actively managed ETF focusing on mid-cap US companies with a commitment to environmental and social responsibility. It follows the Gabelli Positive Social OutcomesTM investment strategy, allocating assets across various sectors based on environmental, social, and governance (ESG) criteria.
Objective:
LOPP aims to generate long-term capital appreciation and income through direct investments in equity securities of companies exhibiting positive social and environmental impact.
Issuer:
Gabelli ETFs Trust is the issuer of LOPP. While the issuer itself is relatively new, it is backed by Gabelli Funds, a well-established investment firm with over 50 years of experience, managing over $100 billion in assets.
Reputation and Reliability:
Gabelli Funds has a respectable reputation in the financial industry, with its founder Mario Gabelli recognized as a market leader. However, with LOPP launched in 2023, its track record is limited.
Market Share:
LOPP's market share within the impact investing ETF space is relatively small. Currently, there are limited competitor ETFs directly targeting mid-cap companies with specific ESG focus.
Total Net Assets:
As of November 2023, LOPP's total net assets are approximately $30 million.
Moat:
LOPP possesses a unique moat through its proprietary ESG approach and focus on mid-cap companies, catering to a niche market with growing interest in impact investing.
Financial Performance:
Since inception in December 2022, LOPP's performance has been promising, exceeding the S&P 500 MidCap Index return. However, it's important to note that past performance is not indicative of future results.
Growth Trajectory:
The impact investing theme is gaining significant traction, suggesting potential growth for LOPP. However, the ETF's future performance will depend on its ability to maintain its ESG commitment while achieving competitive returns.
Liquidity:
LOPP displays moderate trading volume, indicating decent liquidity. The bid-ask spread is fairly narrow, highlighting efficient trading opportunities.
Market Dynamics:
The ETF's market environment is influenced by economic factors, interest rates, and the overall performance of the mid-cap and ESG segments.
Competitors:
- Vanguard ESG U.S. Stock ETF (ESGV): Tracks the CRSP US Large Cap Index, focusing on large-cap companies.
- iShares ESG MSCI USA Leaders ETF (SUSL): Tracks the MSCI USA ESG Leaders Index, encompassing large- and mid-cap companies.
Expense Ratio:
LOPP's annual expense ratio is 0.74%, aligning with similar actively managed ESG ETFs.
Investment Approach:
LOPP utilizes a fundamental analysis approach, selecting companies based on their ESG practices and financial performance. The portfolio holds a diversified mix of stocks across various sectors.
Key Points:
- Actively managed ETF with ESG focus.
- Targets mid-cap US companies.
- Delivers strong historical performance.
- Possesses a unique niche and active management approach.
- Carries moderate liquidity and a competitive expense ratio.
Risks:
- Sector concentration risk due to mid-cap focus.
- Active management risk associated with success relying on manager decisions.
- Market volatility affecting overall performance.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation and income.
- Individuals interested in aligning their investments with positive social and environmental impact.
- Investors comfortable with active management and mid-cap risk profiles.
AI-Based Fundamental Rating: 8/10
LOPP earns a commendable AI-based rating of 8/10 considering its solid fundamentals. The positive factors include its unique ESG approach, positive performance, and respectable issuer backing. However, the limited track record and mid-cap focus warrant some caution.
Resources:
- Gabelli ETFs Trust website: https://gabelli.com/etfs/
- LOPP ETF webpage: https://gabelli.com/etfs/etf-lineup/lopp/
- Yahoo Finance: https://finance.yahoo.com/quote/LOPP/
Disclaimer:
The information provided above is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial advisor 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 Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
The fund seeks to achieve its objective by investing substantially all, and in any case no less than 80%, of its assets in U.S. exchange-listed common and preferred stocks of companies that meet its guidelines for sustainability at the time of investment. Under normal market conditions, the fund invests its assets in stocks that are listed on a national securities exchange or similar market, such as the National Market System of the Financial Industry Regulatory Authority, Inc. (FINRA). It may also invest in foreign securities by investing in American Depositary Receipts.
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