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Upturn AI SWOT - About
Ballast Small/Mid Cap ETF (MGMT)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: MGMT (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
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 Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| 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 |
Upturn AI SWOT
Ballast Small/Mid Cap ETF
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
IJH
iShares Core S&P Mid-Cap ETF
IJH
iShares Core S&P Mid-Cap ETF
IWM
iShares Russell 2000 ETF
IWM
iShares Russell 2000 ETF
VBR
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
Vanguard Small-Cap Value Index Fund ETF Shares
VXF
Vanguard Extended Market Index Fund ETF Shares
VXF
Vanguard Extended Market Index Fund ETF Shares
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.
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 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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