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MPAY
Upturn stock ratingUpturn stock rating

Akros Monthly Payout ETF (MPAY)

Upturn stock ratingUpturn stock rating
$24.73
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Time period over
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Upturn Advisory Summary

04/01/2025: MPAY (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 0.05%
Avg. Invested days 47
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) 1104
Beta -
52 Weeks Range 21.63 - 26.34
Updated Date 04/2/2025
52 Weeks Range 21.63 - 26.34
Updated Date 04/2/2025

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Akros Monthly Payout ETF

stock logo

ETF Overview

overview logo Overview

Akros Monthly Payout ETF is designed to provide investors with a consistent monthly income stream by investing in a diversified portfolio of dividend-paying stocks and other income-generating assets. The fund focuses on companies with a history of stable or increasing dividends, aiming to deliver both income and capital appreciation. The asset allocation typically includes a significant portion in equities, with potential allocations to preferred stocks or bonds to enhance income generation. The investment strategy prioritizes dividend yield and sustainability.

reliability logo Reputation and Reliability

Information regarding the issuer's reputation and reliability is not readily available. Further due diligence is required.

reliability logo Management Expertise

Information on the specific management team's expertise is not readily available. More research is needed to assess their track record.

Investment Objective

overview logo Goal

The primary investment goal is to generate a consistent monthly income stream for investors while also aiming for long-term capital appreciation.

Investment Approach and Strategy

Strategy: The ETF does not aim to track a specific index but rather employs an active investment strategy focused on identifying and selecting dividend-paying securities.

Composition The ETF holds a mix of dividend-paying stocks, and potentially preferred stocks or bonds. The asset allocation is actively managed to optimize income generation and capital appreciation.

Market Position

Market Share: Information on Akros Monthly Payout ETFu2019s market share is not readily available.

Total Net Assets (AUM): The total assets under management by Akros Monthly Payout ETF is not readily available.

Competitors

overview logo Key Competitors

  • VYM
  • SCHD
  • DVY

Competitive Landscape

The dividend ETF market is competitive, with established players like VYM, SCHD, and DVY dominating. Akros Monthly Payout ETF would need to differentiate itself through higher yield, unique investment strategy, or lower fees to gain market share. Competitors have larger AUM and trading volumes, providing advantages in liquidity and brand recognition.

Financial Performance

Historical Performance: Historical financial performance data for Akros Monthly Payout ETF is not readily available.

Benchmark Comparison: A benchmark comparison is not possible without historical performance data. The ideal benchmark would be a dividend-focused index.

Expense Ratio: The expense ratio for Akros Monthly Payout ETF is not readily available.

Liquidity

Average Trading Volume

Average trading volume information is not readily available.

Bid-Ask Spread

Bid-ask spread details are not readily available.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rates, inflation, and overall economic growth can affect dividend-paying stocks. Sector-specific factors and market sentiment also influence the ETF's performance.

Growth Trajectory

The growth trajectory of Akros Monthly Payout ETF will depend on its ability to attract investors seeking consistent income and capital appreciation. Changes to strategy and holdings may occur based on market conditions and investment opportunities.

Moat and Competitive Advantages

Competitive Edge

Without sufficient data, it's difficult to determine Akros Monthly Payout ETF's specific competitive advantages. A unique approach to dividend stock selection, a lower expense ratio, or a superior yield compared to peers could provide an edge. Successfully marketing a reliable monthly payout strategy could attract income-seeking investors. Strong management and a proven track record would enhance investor confidence.

Risk Analysis

Volatility

Historical volatility data is not available to assess the ETF's risk profile. Dividend-paying stocks are generally less volatile than growth stocks.

Market Risk

The ETF is subject to market risk associated with its underlying assets, including fluctuations in stock prices, changes in interest rates (if it holds bonds), and economic downturns that could affect companies' ability to pay dividends.

Investor Profile

Ideal Investor Profile

The ideal investor for Akros Monthly Payout ETF is someone seeking a consistent monthly income stream, such as retirees or those looking for supplemental income. Investors should have a moderate risk tolerance and a long-term investment horizon.

Market Risk

This ETF is suitable for long-term investors looking for passive income. It may not be suitable for active traders seeking short-term gains.

Summary

Akros Monthly Payout ETF aims to provide a reliable monthly income stream through a diversified portfolio of dividend-paying stocks and potentially other income-generating assets. The ETF's success depends on its ability to consistently deliver attractive yields and manage risk effectively. Further data is required to fully assess its performance, competitive position, and overall suitability for investors. Investors should conduct thorough due diligence before investing.

Similar Companies

  • VYM
  • SCHD
  • DVY
  • SPYD
  • HDV
  • NOBL

Sources and Disclaimers

Data Sources:

  • Yahoo Finance
  • ETF.com
  • etfdb.com
  • General Market Research

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Data availability may vary.

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 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.

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