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Upturn AI SWOT - About
Running Oak Efficient Growth ETF (RUNN)
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Upturn Advisory Summary
04/01/2025: RUNN (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 20.9% | Avg. Invested days 126 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 67093 | Beta - | 52 Weeks Range 29.05 - 35.44 | Updated Date 04/1/2025 |
52 Weeks Range 29.05 - 35.44 | Updated Date 04/1/2025 |
Upturn AI SWOT
Running Oak Efficient Growth ETF
ETF Overview
Overview
The Running Oak Efficient Growth ETF seeks long-term capital appreciation by investing in a diversified portfolio of growth-oriented companies across various sectors. The ETF employs a quantitative, rules-based investment strategy to identify companies with strong growth potential and efficient capital allocation.
Reputation and Reliability
Information about the issuer, Running Oak Capital, is not readily available, suggesting they may be a newer or smaller firm. Their reputation and reliability require further investigation.
Management Expertise
Information about the specific management team and their experience is not readily available.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF uses a quantitative, rules-based approach to select growth stocks.
Composition The ETF holds a portfolio of growth-oriented stocks across various sectors.
Market Position
Market Share: Data not readily available due to the ETF's specific focus and potential niche within the growth ETF landscape.
Total Net Assets (AUM): Data not readily available.
Competitors
Key Competitors
- VUG
- IWF
- QQQ
- SCHG
- MGK
Competitive Landscape
The growth ETF market is highly competitive, dominated by large, established players. Running Oak Efficient Growth ETF would need to differentiate itself through superior performance or a unique investment strategy to gain significant market share. Advantages could be a specific sector focus or a more efficient growth factor. Disadvantages stem from limited brand recognition and AUM.
Financial Performance
Historical Performance: Historical performance data not readily available.
Benchmark Comparison: Benchmark comparison data not readily available.
Expense Ratio: Data not readily available.
Liquidity
Average Trading Volume
Average trading volume data not readily available, suggesting potentially lower liquidity.
Bid-Ask Spread
Bid-ask spread data is not readily available.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks are key factors. Sector-specific growth prospects and overall market volatility also influence performance.
Growth Trajectory
Information on the ETF's growth trajectory is unavailable due to its limited trading history.
Moat and Competitive Advantages
Competitive Edge
Without specific data, it's difficult to assess Running Oak Efficient Growth ETF's competitive edge. It could potentially lie in its unique quantitative strategy or focus on a specific growth factor. This differentiation should provide superior risk-adjusted returns. It needs a unique approach that's consistently and demonstrably better to attract investors in the crowded growth market.
Risk Analysis
Volatility
Volatility data is not readily available, hindering a comprehensive risk assessment.
Market Risk
The ETF is subject to market risk, particularly the risk associated with growth stocks, which can be more volatile than value stocks, as well as sector concentration risk if the portfolio is heavily weighted in certain industries.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and comfortable with the potential volatility associated with growth stocks. Investors should have a high risk tolerance.
Market Risk
The ETF is potentially suitable for long-term investors with a high risk tolerance and a desire for growth-oriented investments.
Summary
Running Oak Efficient Growth ETF aims for long-term capital appreciation using a quantitative approach to select growth stocks. As a newer fund, comprehensive data regarding AUM, trading volume, and performance are limited. Investors should carefully evaluate the ETF's strategy and risk profile. Further research is warranted, particularly regarding the issuer's track record and the ETF's historical performance. Its success depends on its ability to deliver superior risk-adjusted returns compared to established growth ETFs.
Similar Companies
- VUG
- IWF
- QQQ
- SCHG
- MGK
- SPYG
- VONG
- RPG
Sources and Disclaimers
Data Sources:
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is based on available information and may not be complete or entirely accurate. Investors should conduct their own due diligence before making any investment decisions. Market share data is estimated and 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 Running Oak Efficient Growth ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is in an actively managed exchange-traded fund ("ETF"). Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large and mid-sized U.S. companies with market capitalizations of at least $5 billion. The fund is roughly equally-weighted with 50-75 stocks typically held in the portfolio. The fund may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
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