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Managed Portfolio Series (LST)
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Upturn Advisory Summary
04/01/2025: LST (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) 2127 | Beta - | 52 Weeks Range - | Updated Date 03/7/2025 |
52 Weeks Range - | Updated Date 03/7/2025 |
Upturn AI SWOT
Managed Portfolio Series
ETF Overview
Overview
The Managed Portfolio Series represents a suite of exchange-traded funds (ETFs) designed to offer diversified investment strategies through a portfolio of various asset classes, sectors, or investment styles. They typically use a strategic asset allocation to meet specified risk profiles or investment objectives.
Reputation and Reliability
The issuer's reputation and reliability depend on the specific firm managing the series. Generally, established issuers have a strong track record.
Management Expertise
Management expertise varies based on the issuer, but typically includes experienced portfolio managers and investment strategists.
Investment Objective
Goal
The primary investment goal varies by individual portfolio within the Managed Portfolio Series, ranging from capital appreciation to income generation or a balanced approach.
Investment Approach and Strategy
Strategy: The ETF aims to achieve its objectives by dynamically or passively allocating assets across different sectors, asset classes, or investment strategies. This may involve tracking multiple indices or employing active management.
Composition The ETF's holdings may include stocks, bonds, commodities, real estate, and other ETFs, depending on the specific portfolio's allocation strategy.
Market Position
Market Share: Market share varies significantly by individual portfolio within the series, depending on its investment focus and asset class.
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- AOA
- AOM
- AOR
- AOK
- AGG
Competitive Landscape
The competitive landscape is highly fragmented, with numerous ETFs offering diversified asset allocation strategies. Managed Portfolio Series's competitive edge could stem from lower expense ratios, unique asset allocation models, or strong performance history. Disadvantages may include higher management fees or underperformance compared to competitors.
Financial Performance
Historical Performance: Historical performance varies greatly between portfolios within the series. Consult specific fund fact sheets for performance data across 1-year, 3-year, 5-year, and 10-year periods.
Benchmark Comparison: Benchmark comparison depends on the specific portfolio's investment mandate. It's typically compared to a custom benchmark reflecting its asset allocation strategy.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific portfolio; some are highly liquid, while others are less so.
Bid-Ask Spread
The bid-ask spread varies depending on trading volume, typically ranging from a few basis points to over 10 basis points.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, inflation, and overall market sentiment influence Managed Portfolio Series' performance. Sector growth prospects within its underlying holdings are also important.
Growth Trajectory
Growth trends depend on market conditions and asset allocation strategy. Changes in asset allocation, expense ratios, or investment strategies can impact the growth trajectory.
Moat and Competitive Advantages
Competitive Edge
Managed Portfolio Series's competitive edge may lie in its strategic asset allocation methodology, potentially superior risk-adjusted returns, or access to unique investment opportunities. A well-defined asset allocation strategy tailored to specific risk profiles can attract investors. A strong track record of outperformance relative to benchmarks is also a significant advantage. Finally, economies of scale through a large AUM can potentially lead to lower expense ratios, further enhancing its competitiveness.
Risk Analysis
Volatility
Volatility varies based on the specific portfolio's asset allocation. Portfolios with higher equity exposure tend to exhibit greater volatility.
Market Risk
Market risk depends on the underlying assets. Equity holdings face equity market risk, while bond holdings face interest rate and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking a diversified, all-in-one investment solution that aligns with their risk tolerance and financial goals.
Market Risk
Managed Portfolio Series is suitable for long-term investors seeking a balanced portfolio and potentially income, though specific portfolios may cater to active traders or passive index followers.
Summary
The Managed Portfolio Series offers a range of diversified investment options designed to align with different risk profiles and financial objectives. Their success hinges on strategic asset allocation and the fund managersu2019 ability to adapt to changing market conditions. Investors should carefully consider the expense ratios, underlying asset allocations, and historical performance of each portfolio within the series. Ultimately, the choice depends on an individual's investment goals, risk tolerance, and investment horizon.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
AOA
iShares Core Aggressive Allocation ETF
AOA
iShares Core Aggressive Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOR
iShares Core Growth Allocation ETF
AOR
iShares Core Growth Allocation ETF
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
VT
Vanguard Total World Stock Index Fund ETF Shares
VT
Vanguard Total World Stock Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- SEC Filings
- Fund Fact Sheets
- Morningstar
- Bloomberg
- Issuer Websites
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share and AUM are estimates and may not reflect current data.
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 Managed Portfolio Series
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks capital appreciation by investing substantially all of its assets in equity securities traded in the U.S. securities markets (including common stocks, preferred stocks, convertible preferred stocks, warrants, options, and American Depositary Receipts). It invests in companies of all sizes and industries as well as in "growth" stocks and "value" stocks.
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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.