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Upturn AI SWOT - About
Impact Shares NAACP Minority Empowerment ETF (NACP)
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Upturn Advisory Summary
04/01/2025: NACP (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.36% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 4508 | Beta 1.02 | 52 Weeks Range 35.27 - 43.84 | Updated Date 04/1/2025 |
52 Weeks Range 35.27 - 43.84 | Updated Date 04/1/2025 |
Upturn AI SWOT
Impact Shares NAACP Minority Empowerment ETF
ETF Overview
Overview
The Impact Shares NAACP Minority Empowerment ETF (NACP) seeks to track the Morningstar Minority Empowerment Index, investing in companies demonstrating strong racial and ethnic diversity policies. It focuses on large and mid-cap US equities and aims for positive social impact alongside financial returns.
Reputation and Reliability
Impact Shares is known for its focus on social impact ETFs, partnering with nonprofits like the NAACP. Their reliability is tied to their commitment to these social missions.
Management Expertise
Impact Shares management demonstrates expertise in impact investing, collaborating with established index providers like Morningstar to achieve specific social and financial goals.
Investment Objective
Goal
To track the Morningstar Minority Empowerment Index and provide investment results that correspond to the performance of the index.
Investment Approach and Strategy
Strategy: Tracks the Morningstar Minority Empowerment Index, which screens companies based on diversity and inclusion metrics.
Composition Primarily holds US large and mid-cap equities selected based on their diversity and inclusion policies. Typically the ETF contains between 200 to 300 individual stocks.
Market Position
Market Share: NACP has a relatively small market share compared to broader ESG or diversity-focused ETFs.
Total Net Assets (AUM): 4.8
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
Competitive Landscape
The ETF market is highly competitive. NACP differentiates itself through its specific focus on minority empowerment, while competitors have broader ESG or market-tracking approaches. NACP benefits from a clear social mission and NAACP partnership. The ETF faces the challenge of smaller scale compared to larger, more diversified ESG ETFs.
Financial Performance
Historical Performance: Historical performance data unavailable in this structured JSON output.
Benchmark Comparison: Benchmark comparison data unavailable in this structured JSON output.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
NACP exhibits a relatively low average trading volume.
Bid-Ask Spread
The bid-ask spread can be wider compared to more liquid ETFs.
Market Dynamics
Market Environment Factors
Growing investor interest in ESG and social impact investing benefits NACP. Broader market volatility and sector-specific risks impact its holdings.
Growth Trajectory
Growth depends on continued investor demand for social impact investments. Changes in diversity and inclusion standards and index methodology can influence holdings.
Moat and Competitive Advantages
Competitive Edge
NACP possesses a competitive edge through its partnership with the NAACP, providing credibility and focus on minority empowerment. Its explicit diversity and inclusion focus attracts socially conscious investors. The ETF differentiates itself from broader ESG funds. This niche positioning resonates with those seeking direct social impact. NACP's focused approach offers a unique value proposition in the crowded ETF market.
Risk Analysis
Volatility
Volatility data unavailable in this structured JSON output.
Market Risk
Exposed to market risk associated with US equities, particularly large and mid-cap stocks. Sector-specific risks depend on the index composition.
Investor Profile
Ideal Investor Profile
Socially conscious investors, those aligned with the NAACP's mission, and individuals seeking to promote minority empowerment through their investments.
Market Risk
Suitable for long-term investors interested in social impact investing, not ideal for short-term active traders due to lower liquidity and potential tracking error.
Summary
The Impact Shares NAACP Minority Empowerment ETF offers a unique investment approach focused on minority empowerment through its holdings. The partnership with NAACP offers a reputable association and unique investment strategy. While it exhibits a niche market share. Investors seeking social impact may find this a valuable investment. The funds liquidity and expense ratio should be considered as potential drawbacks.
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Sources and Disclaimers
Data Sources:
- Impact Shares Website
- Morningstar
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share is estimated based on available AUM data and may not be precise.
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 Impact Shares NAACP Minority Empowerment ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will, under normal circumstances, invest at least 80% of its total assets, plus borrowings for investment purposes (the 80% basket) in component securities of the underlying index (Component Securities). The underlying index is designed to measure the performance of large and mid- capitalization companies that are empowering to minorities, and to exhibit risk and return characteristics similar to those of the Morningstar U.S. Large-Mid Cap ® Index.
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