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Upturn AI SWOT - About
Unified Series Trust (OALC)
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Upturn Advisory Summary
04/04/2025: OALC (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 7.12% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 32664 | Beta 0.9 | 52 Weeks Range 25.50 - 31.27 | Updated Date 04/5/2025 |
52 Weeks Range 25.50 - 31.27 | Updated Date 04/5/2025 |
Upturn AI SWOT
Unified Series Trust
ETF Overview
Overview
Unified Series Trust is a platform that offers a variety of ETFs, each with its own specific investment objective and strategy. It allows different investment managers to launch ETFs under a single umbrella. Its focus varies depending on the specific ETF within the trust, covering sectors, asset classes, and investment strategies.
Reputation and Reliability
The issuer's reputation depends on the performance and management of the individual ETFs offered within the Unified Series Trust structure. Their track record varies based on the specific ETFs launched.
Management Expertise
Management expertise depends on the individual investment advisors or sub-advisors responsible for managing each ETF within the Unified Series Trust.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within Unified Series Trust, ranging from capital appreciation to income generation or tracking a specific index.
Investment Approach and Strategy
Strategy: The strategy varies depending on the specific ETF within Unified Series Trust. Some may track an index, others may be actively managed, and some may focus on specific sectors or themes.
Composition The composition of the ETF depends on the specific investment strategy of each fund within Unified Series Trust, including stocks, bonds, commodities, or a mix of assets.
Market Position
Market Share: Market share varies significantly among the ETFs offered in the Unified Series Trust, depending on the specific ETFu2019s assets and popularity.
Total Net Assets (AUM): AUM data unavailable without specifying a particular ETF within the series.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies based on the specific ETF within the Unified Series Trust. Advantages and disadvantages depend on the specific fund's strategy and performance relative to its peers.
Financial Performance
Historical Performance: Historical performance data varies depending on the specific ETF within the Unified Series Trust. Reviewing individual ETF prospectuses is necessary to assess performance.
Benchmark Comparison: Benchmark comparison depends on the specific ETF within Unified Series Trust and its chosen benchmark. Reviewing individual ETF prospectuses is necessary to assess performance.
Expense Ratio: Expense ratio depends on the specific ETF within the Unified Series Trust. This information is available in the individual fund's prospectus.
Liquidity
Average Trading Volume
Average trading volume varies depending on the specific ETF within Unified Series Trust.
Bid-Ask Spread
Bid-ask spread varies depending on the specific ETF within Unified Series Trust.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions affecting the ETFs within Unified Series Trust vary depending on the specific fund.
Growth Trajectory
Growth trends and patterns of the ETFs within Unified Series Trust vary depending on the specific fund and its strategy.
Moat and Competitive Advantages
Competitive Edge
Unified Series Trustu2019s competitive advantages include offering a diverse range of ETFs under one umbrella, providing access to various investment strategies and asset classes. This structure allows different investment managers to launch ETFs efficiently. The specific advantages, however, depend on each ETF's unique investment approach and performance. The trust model allows smaller fund managers to enter the ETF market, enhancing innovation and competition.
Risk Analysis
Volatility
Volatility depends on the specific ETF within the Unified Series Trust and its underlying assets.
Market Risk
Market risk associated with the ETFs within Unified Series Trust depends on the specific fundu2019s underlying assets and market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within Unified Series Trust, ranging from conservative income-seeking investors to aggressive growth-oriented investors.
Market Risk
Suitability depends on the specific ETF within Unified Series Trust and the investor's goals, risk tolerance, and investment horizon.
Summary
Unified Series Trust offers a diverse range of ETFs, each with its own investment objective, strategy, and risk profile. The platform provides a convenient way for investors to access various asset classes and investment approaches. Investors should carefully evaluate the specific ETF within the trust that aligns with their investment goals. Assessing factors such as expense ratio, historical performance, and risk is crucial when considering any ETF within the Unified Series Trust structure.
Similar Companies
Sources and Disclaimers
Data Sources:
- ETF prospectuses
- Financial news outlets
- Investment analysis websites
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research before making any investment decisions.
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 Unified Series Trust
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 Large Cap Companies. It invests primarily in large-cap equity securities issued by companies domiciled in the United States,with the intention of tracking the S&P 500 Index.
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