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Upturn AI SWOT - About
SanJac Alpha Core Plus Bond ETF (SJCP)
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Upturn Advisory Summary
04/01/2025: SJCP (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 0.56% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 208 | Beta - | 52 Weeks Range 24.52 - 24.98 | Updated Date 04/1/2025 |
52 Weeks Range 24.52 - 24.98 | Updated Date 04/1/2025 |
Upturn AI SWOT
SanJac Alpha Core Plus Bond ETF
ETF Overview
Overview
The SanJac Alpha Core Plus Bond ETF seeks to provide total return by investing primarily in a diversified portfolio of investment-grade and high-yield bonds, with a focus on active management to generate alpha.
Reputation and Reliability
Information about the issuer's reputation and track record is unavailable without the actual issuer details.
Management Expertise
Information about the management team's experience and expertise is unavailable without specific issuer details.
Investment Objective
Goal
To provide total return, consisting of current income and capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, seeking to outperform a benchmark through security selection and sector allocation.
Composition The ETF holds a mix of investment-grade and high-yield corporate bonds, government bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: Information about the SanJac Alpha Core Plus Bond ETFu2019s market share is unavailable without specific data.
Total Net Assets (AUM): Information about the total net assets is unavailable without specific data.
Competitors
Key Competitors
- AGG
- LQD
- HYG
- BND
Competitive Landscape
The bond ETF market is highly competitive with numerous established players. Without specific data, it is difficult to determine SanJac's advantages; however, active management could provide an edge if successful. Disadvantages would include higher expense ratios associated with active management and potential underperformance versus passive benchmarks.
Financial Performance
Historical Performance: Historical performance data is unavailable without specific data.
Benchmark Comparison: Benchmark comparison data is unavailable without specific data.
Expense Ratio: Expense ratio data is unavailable without specific data.
Liquidity
Average Trading Volume
Average trading volume is unavailable without specific data, but liquidity can be assessed based on trading volume.
Bid-Ask Spread
Bid-ask spread information is unavailable without specific data; however, it reflects the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth significantly impact bond ETFs. Sector growth prospects and overall market conditions also play a crucial role.
Growth Trajectory
Growth trends and patterns are difficult to assess without specific historical data regarding the ETF's strategy and holdings. However, an active strategy should be sensitive to market fluctuations.
Moat and Competitive Advantages
Competitive Edge
SanJac's potential competitive advantage lies in its active management, which aims to generate alpha through strategic security selection and sector allocation. This may lead to outperformance compared to passive bond ETFs. The ability of the management team to identify undervalued securities or capitalize on market inefficiencies are key factors. This is a core difference against passively managed bond ETFs.
Risk Analysis
Volatility
Historical volatility data is unavailable without specific data, but bond ETFs generally exhibit lower volatility than equity ETFs.
Market Risk
The primary risks associated with bond ETFs include interest rate risk (rising rates can decrease bond values), credit risk (risk of issuer default), and liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile for the SanJac Alpha Core Plus Bond ETF is an individual or institution seeking income and some capital appreciation with moderate risk tolerance.
Market Risk
The ETF is suitable for long-term investors seeking diversification in their fixed income portfolio, but may be more suited to active managers expecting outperformance.
Summary
The SanJac Alpha Core Plus Bond ETF aims to deliver total return through a diversified portfolio of bonds, employing an active management strategy. Its success hinges on the management team's ability to generate alpha. Key risks include interest rate risk and credit risk. This fund is best for investors seeking active fixed income management. Lack of available data regarding AUM, historical performance and expense ratio limits a comprehensive evaluation.
Similar Companies
- AGG
- LQD
- IEF
- TLT
- HYG
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer Websites (Hypothetical)
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data is based on hypothetical information due to the lack of details.
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 SanJac Alpha Core Plus Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in a portfolio of income-oriented instruments principally consisting of investment-grade U.S. corporate and government debt obligations (including securities issued or guaranteed by the U.S. government or its agencies or instrumentalities), mortgage-backed securities, mortgage real estate investment trusts, and preferred stocks. The fund is non-diversified.
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