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MGMT
Upturn stock ratingUpturn stock rating

Ballast Small/Mid Cap ETF (MGMT)

Upturn stock ratingUpturn stock rating
$38.59
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: MGMT (1-star) is currently NOT-A-BUY. Pass it for now.

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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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit -13.36%
Avg. Invested days 35
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
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 04/01/2025

Key Highlights

Volume (30-day avg) 11423
Beta 0.99
52 Weeks Range 34.55 - 44.27
Updated Date 04/2/2025
52 Weeks Range 34.55 - 44.27
Updated Date 04/2/2025

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Ballast Small/Mid Cap ETF

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ETF Overview

Overview

The Ballast Small/Mid Cap ETF is designed to provide investors with exposure to a diversified portfolio of small and mid-capitalization U.S. companies, aiming for long-term capital appreciation.

Reputation and Reliability

Information on the issuer's reputation and reliability is currently not available.

Management Expertise

Information on the management expertise is currently not available.

Investment Objective

Goal

To achieve long-term capital appreciation by investing in a diversified portfolio of small and mid-capitalization U.S. companies.

Investment Approach and Strategy

Strategy: The ETF likely aims to track a specific small/mid-cap index or employs a similar strategy to replicate its performance.

Composition The ETF holds a portfolio primarily composed of stocks of small and mid-sized U.S. companies across various sectors.

Market Position

Market Share: Details on the exact market share of the Ballast Small/Mid Cap ETF are not currently available.

Total Net Assets (AUM): Information on the exact AUM is not currently available.

Competitors

Key Competitors

  • IWM
  • IJH
  • XJH

Competitive Landscape

The small/mid-cap ETF market is highly competitive, with many established players. Ballast Small/Mid Cap ETF needs to differentiate itself through unique strategies or lower fees to gain market share. Its success hinges on its ability to outperform its benchmark and provide value to investors. The advantages and disadvantages of Ballast Small/Mid Cap ETF compared to its competitors are currently unknown.

Financial Performance

Historical Performance: Historical financial performance data is not currently available.

Benchmark Comparison: A benchmark comparison is not possible without performance data.

Expense Ratio: Information on the fundu2019s expense ratio is not currently available.

Liquidity

Average Trading Volume

The ETF's liquidity cannot be assessed without data on average trading volume.

Bid-Ask Spread

The cost of trading the ETF cannot be determined without bid-ask spread data.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, and sector-specific trends significantly impact the performance of small/mid-cap companies.

Growth Trajectory

Growth trends are unknown because there is little information available.

Moat and Competitive Advantages

Competitive Edge

Information about the ETF's advantages such as unique investment strategies, superior management, or niche market focus are not known. Its ability to provide unique value and achieve long-term capital appreciation for investors is dependent on how it is positioned compared to its peers. The key to its long-term success will be its unique offerings and competitive advantages. Without unique offerings and advantages it will struggle to gain traction in the market.

Risk Analysis

Volatility

The historical volatility of Ballast Small/Mid Cap ETF cannot be assessed without data.

Market Risk

As a small/mid-cap ETF, it is exposed to market risk affecting smaller companies, including economic downturns and sector-specific challenges.

Investor Profile

Ideal Investor Profile

The ideal investor profile is one seeking long-term capital appreciation through exposure to small/mid-cap U.S. companies and is comfortable with potentially higher volatility.

Market Risk

The ETF is suitable for long-term investors looking for growth potential, although possibly it is less suitable for active traders given its relatively unknown liquidity.

Summary

The Ballast Small/Mid Cap ETF aims to provide capital appreciation through exposure to small/mid-cap U.S. companies. Due to lack of data, a full assessment of its potential cannot be done. Investors should consider their risk tolerance and long-term investment goals. A potential investor should gather further information from the ETF's official sources. Further due diligence is required before investing.

Similar Companies

  • IWM
  • IJH
  • VBR
  • VXF

Sources and Disclaimers

Data Sources:

  • Publicly available ETF data sources, ETF provider websites. Information is limited and based on general knowledge of the small/mid-cap ETF market.

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a financial advisor.

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

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

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

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

About Ballast Small/Mid Cap ETF

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

Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of domestic companies with small to medium market capitalizations. It may also invest all or substantially all of its assets in cash and cash equivalents, including money market funds and other short-term fixed income investments, in seeking to protect principal, or when, in the Adviser's opinion, there are not sufficient companies appropriate for investment.

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