Hilton Small-MidCap Opportunity ETF (SMCO)

Overview

The Hilton Small-MidCap Opportunity ETF is an actively managed fund focusing on US small- and mid-capitalization stocks, aiming for long-term capital appreciation through opportunistic investments.

Reputation and Reliability

Information about Hilton's reputation is not widely available as a significant ETF issuer. Further research is needed to assess its track record.

Management Expertise

Information about the specific management team's experience and expertise is not readily available, necessitating additional investigation.

Goal

To achieve long-term capital appreciation by investing in a portfolio of small- and mid-capitalization US companies.

Investment Approach and Strategy

Strategy: Actively managed ETF, not tracking a specific index, seeking undervalued or growth-oriented opportunities within the small- and mid-cap space.

Composition Primarily holds stocks of US small- and mid-cap companies across various sectors.

Market Share: Market share data for the Hilton Small-MidCap Opportunity ETF is limited due to its niche and relatively new presence in the market.

Total Net Assets (AUM): AUM data is not readily available and would require direct verification from financial data providers.

Key Competitors

• IWM
• IJH
• XJH
• SCHA
• VO

Competitive Landscape

The ETF industry is highly competitive. IWM and IJH offer broad exposure to small and mid cap while Hilton Small-MidCap Opportunity ETF offers actively managed focus. Actively managed nature could be an advantage if stock selection works, or a disadvantage if the manager underperforms the index. The Hilton fund is likely more concentrated than broad index funds.

Historical Performance: Historical performance data is needed to evaluate the ETF's track record over different time periods. Data can be sourced from financial websites. It is important to assess performance in a bull or bear market.

Benchmark Comparison: Performance should be compared against relevant small-cap and mid-cap benchmarks like the Russell 2000 or S&P MidCap 400 indices.

Expense Ratio: The fund's expense ratio is not immediately available; it is essential to check the fund's prospectus or fact sheet for this information.

Average Trading Volume

Average trading volume data requires checking financial data providers and impacts the ease of buying and selling shares.

Bid-Ask Spread

The bid-ask spread information is unavailable at this time and should be verified with market data.

Market Environment Factors

The ETF's performance is affected by economic growth, interest rates, sector-specific trends, and overall market sentiment related to small and mid-cap stocks.

Growth Trajectory

Analyzing changes in the ETF's strategy and holdings can reveal its growth trajectory. Trends in allocation and specific stock selection are key.

Competitive Edge

The Hilton Small-MidCap Opportunity ETF's competitive edge depends on its active management team's ability to select stocks that outperform the benchmark indices. If the team identifies undervalued or high-growth potential companies better than competitors, this could lead to superior returns. The ability to navigate volatile markets and make timely adjustments to the portfolio would further enhance its competitive position. A smaller fund size might also allow for more nimble investment decisions than larger, less focused competitors.

Volatility

Volatility can be assessed by examining the ETF's standard deviation and beta relative to its benchmark. Small and mid caps can be more volatile.

Market Risk

The underlying assets, small- and mid-cap stocks, carry market risk related to economic cycles, sector downturns, and company-specific challenges. Actively managed portfolios carry manager risk.

Ideal Investor Profile

Investors with a long-term investment horizon seeking capital appreciation and willing to accept higher levels of risk associated with small- and mid-cap stocks. Someone who believes in active management.

Market Risk

Suitable for long-term investors who can tolerate higher volatility and seek potential outperformance compared to passive index funds. May not be suitable for risk-averse investors.

Hilton Small-MidCap Opportunity ETF is an actively managed fund focusing on US small- and mid-cap stocks, aiming for long-term capital appreciation. The fund's success hinges on the active management team's stock selection skills and its ability to navigate the inherent volatility of small- and mid-cap markets. Further analysis is necessary to ascertain its historical performance, liquidity, and expense ratio. It is suitable for investors with a long-term horizon and risk tolerance seeking potential outperformance.

Data Sources:

• Morningstar
• ETF.com
• Bloomberg
• Company Fact Sheet (If Available)

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved. Market share data is estimated based on publicly available information and may not be precise.