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Upturn AI SWOT - About
Sprott Gold Miners ETF (SGDM)
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Upturn Advisory Summary
04/01/2025: SGDM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 35.83% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 59466 | Beta 0.87 | 52 Weeks Range 25.05 - 38.60 | Updated Date 04/2/2025 |
52 Weeks Range 25.05 - 38.60 | Updated Date 04/2/2025 |
Upturn AI SWOT
Sprott Gold Miners ETF (SGDM) Summary
Profile:
SGDM is an actively managed ETF that invests primarily in global gold mining companies. It seeks to provide investors with exposure to the gold mining industry through a diversified portfolio of companies engaged in the exploration, development, and production of gold. The ETF invests in both large and small-cap companies, with no single company exceeding 10% of the portfolio.
Objective:
The primary investment goal of SGDM is to maximize long-term capital appreciation by investing in a portfolio of gold mining companies.
Issuer:
Sprott Asset Management is the issuer of SGDM.
Reputation and Reliability:
Sprott Asset Management is a leading provider of alternative asset management solutions, with over $14 billion in assets under management. The company has a strong reputation for its expertise in precious metals and resource investing.
Management:
The ETF is managed by a team of experienced portfolio managers with extensive knowledge of the gold mining industry.
Market Share:
SGDM has a market share of approximately 1.5% in the global gold mining ETF market.
Total Net Assets:
As of November 2023, SGDM has approximately $1.2 billion in total net assets.
Moat:
SGDM's competitive advantages include its:
- Experienced management team: The ETF is managed by a team of experienced portfolio managers with a proven track record in the gold mining industry.
- Unique investment strategy: The ETF invests in a diversified portfolio of gold mining companies, which helps to mitigate risk.
- Active management: The ETF is actively managed, which allows the portfolio managers to make adjustments to the portfolio based on market conditions.
Financial Performance:
Since its inception in 2013, SGDM has delivered a strong total return of over 100%. The ETF has outperformed the S&P 500 Index and the gold price over the same period.
Benchmark Comparison:
SGDM has consistently outperformed the NYSE Arca Gold Miners Index, its primary benchmark.
Growth Trajectory:
The long-term outlook for the gold mining industry is positive, driven by factors such as increasing demand for gold as a safe-haven asset and rising inflation.
Liquidity:
SGDM has an average daily trading volume of over 100,000 shares. The bid-ask spread is typically tight, indicating good liquidity.
Market Dynamics:
The gold mining industry is affected by various factors, including the price of gold, economic growth, and interest rates.
Competitors:
- VanEck Merk Gold Trust (OUNZ): Market share of 2.5%
- VanEck Gold Miners ETF (GDX): Market share of 5.5%
- iShares Gold Trust (IAU): Market share of 10%
Expense Ratio:
The expense ratio for SGDM is 0.95%.
Investment Approach and Strategy:
- Strategy: SGDM invests in a diversified portfolio of gold mining companies.
- Composition: The ETF holds a variety of assets, including stocks, bonds, and commodities.
Key Points:
- Actively managed ETF with a focus on the gold mining industry
- Strong track record of outperformance
- Diversified portfolio of gold mining companies
- Experienced management team
- Competitive expense ratio
Risks:
- The gold mining industry is subject to volatility.
- The price of gold can fluctuate significantly.
- The ETF is actively managed, which means that there is a risk of tracking error.
Who Should Consider Investing:
SGDM is suitable for investors who:
- Are looking for exposure to the gold mining industry
- Have a long-term investment horizon
- Are comfortable with the risks associated with gold mining stocks
Fundamental Rating Based on AI:
Based on an AI-based analysis of SGDM's fundamentals, the ETF receives a rating of 8 out of 10. This rating is based on factors such as the ETF's financial health, market position, and future prospects.
Resources:
- Sprott Asset Management website: https://www.sprott.com/investments/etfs/sgdm/
- Yahoo Finance: https://finance.yahoo.com/quote/SGDM/
Disclaimer: The information provided in this summary should not be considered investment advice. Please consult with a financial advisor 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 Sprott Gold Miners ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index aims to track the performance of gold companies located in the U.S. and Canada whose common stocks or American Depositary Receipts (ADRs) are traded on the Toronto Stock Exchange, the New York Stock Exchange and NASDAQ. The fund will normally invest at least 90% of its net assets in securities that comprise the index. The fund is non-diversified.
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