
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
Northern Lights Fund Trust III (PRMN)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: PRMN (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -5.14% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
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 |
Upturn AI SWOT
Northern Lights Fund Trust III
ETF Overview
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.
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.
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
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
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.
Similar Companies
AGG

iShares Core U.S. Aggregate Bond ETF


AGG

iShares Core U.S. Aggregate Bond ETF
IWM

iShares Russell 2000 ETF


IWM

iShares Russell 2000 ETF
VEA

Vanguard FTSE Developed Markets Index Fund ETF Shares


VEA

Vanguard FTSE Developed Markets Index Fund ETF Shares
VTI

Vanguard Total Stock Market Index Fund ETF Shares


VTI

Vanguard Total Stock Market Index Fund ETF Shares
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.
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 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.
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.