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Akros Monthly Payout ETF (MPAY)



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Upturn Advisory Summary
04/01/2025: MPAY (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 0.05% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Akros Monthly Payout ETF
ETF Overview
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.
Reputation and Reliability
Information regarding the issuer's reputation and reliability is not readily available. Further due diligence is required.
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
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
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.
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 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.