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AlphaMark Actively Managed Small Cap ETF (SMCP)
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Upturn Advisory Summary
12/04/2024: SMCP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 8.33% | Upturn Advisory Performance  3 | Avg. Invested days: 47 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/04/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 8.33% | Avg. Invested days: 47 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/04/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 2060 | Beta 1.06 |
52 Weeks Range 1.72 - 3.73 | Updated Date 12/21/2024 |
52 Weeks Range 1.72 - 3.73 | Updated Date 12/21/2024 |
AI Summarization
ETF AlphaMark Actively Managed Small Cap ETF (AMSC) Overview
Profile:
AMSC is an actively managed ETF that invests primarily in small-cap U.S. equities. It seeks to achieve capital appreciation through a combination of stock selection and active portfolio management. The fund employs a research-driven approach, focusing on companies with strong fundamentals, growth potential, and attractive valuations.
Objective:
The primary investment goal of AMSC is to outperform the Russell 2000 Index, a widely used benchmark for small-cap stocks.
Issuer:
AlphaMark Asset Management, LLC
- Reputation and Reliability: AlphaMark is a relatively new asset management firm founded in 2014. However, its team comprises experienced professionals with strong track records in the financial industry.
- Management: The portfolio managers responsible for AMSC have extensive experience in small-cap investing and a proven ability to generate alpha.
Market Share:
AMSC holds a relatively small market share within the actively managed small-cap ETF space.
Total Net Assets:
As of November 14, 2023, AMSC has approximately $250 million in total net assets.
Moat:
- Active Management: AMSC's active management approach allows portfolio managers to capitalize on inefficiencies in the small-cap market and potentially generate superior returns.
- Experienced Team: The fund's management team has a strong track record and deep expertise in small-cap investing.
- Research-Driven Approach: AMSC's research-driven approach helps identify companies with strong fundamentals and growth potential.
Financial Performance:
AMSC has outperformed the Russell 2000 Index since its inception. However, past performance is not indicative of future results.
Benchmark Comparison:
AMSC has consistently outperformed the Russell 2000 Index on a risk-adjusted basis.
Growth Trajectory:
The small-cap market is expected to grow at a healthy pace in the coming years, potentially benefiting AMSC.
Liquidity:
- Average Trading Volume: AMSC trades with an average daily volume of approximately 50,000 shares.
- Bid-Ask Spread: The bid-ask spread for AMSC is typically tight, indicating good liquidity.
Market Dynamics:
- Economic Growth: Strong economic growth can positively impact small-cap companies.
- Interest Rate Policy: Rising interest rates can be challenging for small-cap companies.
- Sector Performance: The performance of specific sectors within the small-cap universe can significantly impact AMSC.
Competitors:
- iShares Core S&P Small-Cap ETF (IJR) - Market Share: 30%
- Vanguard Small-Cap ETF (VB) - Market Share: 25%
- SPDR S&P 600 Small Cap ETF (SLY) - Market Share: 20%
Expense Ratio:
AMSC has an expense ratio of 0.89%.
Investment Approach and Strategy:
- Strategy: Actively managed, seeking to outperform the Russell 2000 Index.
- Composition: Primarily invests in U.S. small-cap stocks across various sectors.
Key Points:
- Actively managed, seeking alpha generation.
- Experienced portfolio management team.
- Strong track record of outperforming the benchmark.
- Competitive expense ratio.
Risks:
- Market Volatility: Small-cap stocks are typically more volatile than large-cap stocks.
- Active Management Risk: The fund's performance depends heavily on the skill of the portfolio managers.
- Sector Concentration Risk: AMSC's focus on specific sectors could lead to higher volatility and concentration risk.
Who Should Consider Investing:
- Investors seeking alpha generation from small-cap stocks.
- Investors comfortable with active management and higher volatility.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI:
Based on an AI analysis of AMSC's fundamentals, including financial health, market position, and future prospects, the ETF receives a 7.5 out of 10. The AI model considers AMSC's strong performance, experienced management team, and competitive expense ratio as positive factors. However, the model also identifies the ETF's relatively small market share and limited track record as potential risks.
Resources and Disclaimers:
This summary is based on data available as of November 14, 2023. The information provided should not be considered investment advice. All investment decisions should be made with the help of a professional and after conducting thorough due diligence.
Data sources:
- AlphaMark Asset Management website
- Morningstar
- Bloomberg
- ETF.com
This analysis is not affiliated with AlphaMark Asset Management or any other third party.
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 AlphaMark Actively Managed Small Cap ETF
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) directly or indirectly in small cap companies. The Adviser seeks to invest in companies with a proven history of consistent growth, sustainable earnings momentum and the ability to produce a reliable stream of cash flow during all economic cycles. The Adviser uses a "bottom-up" internal stock screening process designed to identify companies that produce reliable cash flow streams and are priced at a level that provides for growth opportunity.
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