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PRMN
Upturn stock ratingUpturn stock rating

Northern Lights Fund Trust III (PRMN)

Upturn stock ratingUpturn stock rating
$26.95
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: PRMN (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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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -5.14%
Avg. Invested days 23
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
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) 404
Beta -
52 Weeks Range 26.75 - 29.59
Updated Date 04/1/2025
52 Weeks Range 26.75 - 29.59
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

Northern Lights Fund Trust III

stock logo

ETF Overview

overview logo Overview

Northern Lights Fund Trust III is a series of actively managed ETFs offering diverse investment strategies across various asset classes. The ETFs within this trust typically focus on specific sectors or themes, employing both fundamental and quantitative analysis to achieve their investment objectives.

reliability logo Reputation and Reliability

Northern Lights Fund Trust is known for providing a platform for various investment advisors to launch and manage ETFs. While not a direct manager, they provide crucial operational and compliance support.

reliability logo Management Expertise

Management expertise varies depending on the specific ETF within the Trust, as each fund typically has its own dedicated investment advisor.

Investment Objective

overview logo Goal

The primary investment goal varies across the Northern Lights Fund Trust III ETFs but generally aims to provide investors with long-term capital appreciation or income, depending on the specific fund's focus.

Investment Approach and Strategy

Strategy: Investment strategies vary by fund, encompassing actively managed strategies focusing on specific sectors, thematic investments, or quantitative approaches.

Composition The composition varies widely depending on the specific ETF within the Trust, ranging from equity-focused funds to fixed-income or multi-asset strategies.

Market Position

Market Share: Market share varies significantly among the ETFs within the Trust, depending on the specific sector or strategy they target.

Total Net Assets (AUM): Varies across the Northern Lights Fund Trust III family of ETFs.

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • QQQ

Competitive Landscape

The ETF industry is highly competitive with many established players. Northern Lights Fund Trust III benefits from offering specialized or niche strategies. However, it faces stiff competition from larger ETF providers with greater brand recognition and lower expense ratios. The funds' smaller size can sometimes impact liquidity compared to larger competitors.

Financial Performance

Historical Performance: Historical performance varies significantly among the ETFs within the Trust and depends on market conditions and the fund's specific investment strategy.

Benchmark Comparison: Benchmark comparison varies by fund, requiring specific fund-level analysis.

Expense Ratio: Expense ratios vary among the ETFs within the Trust. This is a key factor for investors to compare against competing funds.

Liquidity

Average Trading Volume

Average trading volume depends on the specific ETF within the Trust and can vary greatly, impacting ease of entry and exit.

Bid-Ask Spread

Bid-ask spread varies among the ETFs within the Trust, reflecting the fund's liquidity and investor demand.

Market Dynamics

Market Environment Factors

Economic indicators, sector-specific growth prospects, and overall market conditions all affect the performance of ETFs within Northern Lights Fund Trust III.

Growth Trajectory

Growth trajectory varies by fund and is dependent on the popularity of its investment strategy and its ability to attract assets. Changes in strategy and holdings are specific to each ETF within the Trust.

Moat and Competitive Advantages

Competitive Edge

Northern Lights Fund Trust IIIu2019s advantage lies in its ability to offer innovative and specialized investment strategies through its platform. This flexibility allows them to cater to specific investor needs that might not be met by larger, more standardized ETFs. The success hinges on the individual investment advisors' expertise and ability to deliver competitive returns within their chosen niche. However, the smaller scale of some ETFs can be a disadvantage.

Risk Analysis

Volatility

Volatility depends on the underlying assets of each ETF within the Trust and can vary significantly.

Market Risk

Market risk depends on the underlying assets and the specific market segments targeted by each ETF. Diversification within each fund helps mitigate some risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile depends on the specific ETF within the Trust. Some funds may be suitable for long-term investors seeking specific sector exposure, while others may be better suited for more active traders.

Market Risk

Suitability varies among the ETFs within the Trust. Some funds may be best for long-term investors seeking targeted exposure, while others may be more appropriate for active traders seeking shorter-term gains.

Summary

Northern Lights Fund Trust III provides a platform for various investment advisors to offer specialized ETFs with diverse strategies. The success of each ETF is largely dependent on the expertise of its individual investment advisor and its ability to deliver competitive returns. The platform offers flexibility in investment strategies, catering to specific investor needs. Investors should carefully evaluate each ETF's strategy, risk profile, and expense ratio before investing. The fund's AUM and daily trade volume can vary depending on the fund. The expenses vary for different funds based on their holdings and approach.

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Sources and Disclaimers

Data Sources:

  • Morningstar
  • ETF.com
  • Company Filings

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Data is based on available information and may be subject to change.

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 Northern Lights Fund Trust III

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund strategy follows a proprietary, rules-based methodology that selects global high dividend-paying ETFs or stocks from those listed on an exchange and with significant underlying security liquidity, while using offsetting short positions through equity index futures. The strategy allocates to long and short equity index futures, volatility futures, options and options on futures to neutralize equity risk exposure and control volatility similar to the global bond market, while striving to achieve high dividend income and capital appreciation over the long-term.

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