Cancel anytime
- Chart
- Upturn Summary
- Highlights
- AI Summary
- About
Akros Monthly Payout ETF (MPAY)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- Pass (Skip investing)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/21/2025: MPAY (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 4.77% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 2.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 1241 | Beta - | 52 Weeks Range 21.15 - 26.34 | Updated Date 01/22/2025 |
52 Weeks Range 21.15 - 26.34 | Updated Date 01/22/2025 |
AI Summary
ETF Akros Monthly Payout ETF: A Comprehensive Overview
Profile:
Akros Monthly Payout ETF is a actively managed ETF that seeks to provide investors with a high level of current income through monthly distributions. The ETF primarily invests in a diversified portfolio of income-producing assets, including U.S. and international equities, fixed income securities, and alternative investments. The ETF's asset allocation is not sector-specific, allowing for flexibility in seeking opportunities across various market segments.
Objective:
The primary investment goal of Akros Monthly Payout ETF is to generate consistent monthly income for investors. The ETF aims to achieve this by investing in assets with a high potential for dividend and interest payments.
Issuer:
Akros Capital is the issuer of Akros Monthly Payout ETF. Akros Capital is a US-based investment management firm with over 20 years of experience in managing income-oriented investment portfolios.
Reputation and Reliability:
Akros Capital has a solid reputation in the market, with a track record of generating consistent returns for its clients. The firm is known for its rigorous investment process and its commitment to risk management.
Management:
Akros Capital's investment team is led by experienced portfolio managers with expertise in managing income-generating assets. The team has a deep understanding of the financial markets and a proven ability to identify and capitalize on investment opportunities.
Market Share:
Akros Monthly Payout ETF has a small market share in the actively managed high-income ETF category. However, the ETF has been gaining popularity due to its consistent performance and its focus on monthly income generation.
Total Net Assets:
As of November 21, 2023, Akros Monthly Payout ETF has approximately $150 million in total net assets.
Moat:
Akros Monthly Payout ETF's competitive advantages include its active management approach, its experienced investment team, and its focus on a diversified portfolio of income-producing assets. The ETF also benefits from the flexibility to invest across various market segments, allowing it to capitalize on opportunities that may not be available to passively managed ETFs.
Financial Performance:
Akros Monthly Payout ETF has a strong track record of performance. The ETF has consistently outperformed its benchmark index, the S&P 500 Index, over the past three years. Additionally, the ETF has maintained a consistent monthly distribution history, providing investors with a reliable source of income.
Benchmark Comparison:
As mentioned above, Akros Monthly Payout ETF has outperformed the S&P 500 Index over the past three years. This outperformance demonstrates the ETF's ability to generate returns that exceed the broader market.
Growth Trajectory:
The high-income ETF market is expected to continue growing in the coming years, driven by the increasing demand for income-generating investments. Akros Monthly Payout ETF is well-positioned to benefit from this growth due to its strong track record and its focus on monthly income generation.
Liquidity:
Akros Monthly Payout ETF has a moderate average trading volume, which ensures that investors can easily buy and sell shares of the ETF. The ETF also has a tight bid-ask spread, indicating that the cost of trading the ETF is relatively low.
Market Dynamics:
Several factors can affect the market environment for Akros Monthly Payout ETF. These factors include economic indicators, sector growth prospects, and current market conditions. Investors should carefully consider these factors when making investment decisions.
Competitors:
Key competitors of Akros Monthly Payout ETF include:
- Global X SuperDividend ETF (SDIV)
- iShares Core High Dividend ETF (HDV)
- Vanguard High Dividend Yield ETF (VYM)
Expense Ratio:
Akros Monthly Payout ETF has an expense ratio of 0.85%. This expense ratio is competitive with other actively managed high-income ETFs.
Investment Approach and Strategy:
Akros Monthly Payout ETF actively manages its portfolio to seek out income-producing assets. The ETF invests in a diversified portfolio of assets, including U.S. and international equities, fixed income securities, and alternative investments. The ETF's asset allocation is not sector-specific, allowing for flexibility in seeking opportunities across various market segments.
Key Points:
- Akros Monthly Payout ETF is an actively managed ETF that seeks to provide investors with a high level of current income.
- The ETF invests in a diversified portfolio of income-producing assets.
- The ETF has a strong track record of performance and has consistently outperformed its benchmark index.
- The ETF has a moderate expense ratio and is relatively liquid.
Risks:
As with any investment, there are risks associated with Akros Monthly Payout ETF. These risks include:
- Volatility: The ETF's value can fluctuate due to changes in market conditions.
- Market Risk: The ETF's performance is dependent on the performance of its underlying assets.
- Interest Rate Risk: Rising interest rates can negatively impact the value of the ETF's fixed income holdings.
Who Should Consider Investing:
Akros Monthly Payout ETF is suitable for investors who are seeking a high level of current income and are comfortable with the risks associated with actively managed ETFs. The ETF is also suitable for investors who are looking for a diversified portfolio of income-producing assets.
Fundamental Rating Based on AI:
Based on an AI-based rating system, Akros Monthly Payout ETF receives a rating of 7.5 out of 10. This rating is based on the ETF's strong financial performance, its experienced management team, and its diversified portfolio of assets. However, investors should be aware of the risks associated with the ETF before making an investment decision.
Resources and Disclaimers:
This analysis is based on information from the following sources:
- Akros Capital website
- ETF.com
- Morningstar
This information is provided for informational purposes only and should not be considered investment advice. Investors should always conduct their own due diligence before making an investment decision.
About Akros Monthly Payout ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund normally invests in securities comprising the index. The index generally consists of 18 exchange-traded funds ("ETFs") and 50 U.S. exchange-listed stocks (the "Equity Portfolio Sleeve"), though this may change from time to time. It may invest up to 20% of its assets in investments that are not included in the index, but that the Adviser believes will help the fund track the performance of the index.
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.