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AlphaMark Actively Managed Small Cap ETF (SMCP)
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Upturn Advisory Summary
12/27/2024: SMCP (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 705.39% | Avg. Invested days 29 | 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 12/27/2024 |
Key Highlights
Volume (30-day avg) 153823 | Beta 1.06 | 52 Weeks Range 1.72 - 33.30 | Updated Date 01/22/2025 |
52 Weeks Range 1.72 - 33.30 | Updated Date 01/22/2025 |
AI Summary
ETF AlphaMark Actively Managed Small Cap ETF (SMCP) Summary
Profile:
SMCP is an actively managed ETF that invests in a diversified portfolio of small-cap US stocks. The fund employs a fundamental analysis approach to identify undervalued companies with strong growth potential. SMCP focuses on sectors like technology, healthcare, and consumer discretionary.
Objective:
The primary investment objective of SMCP is to achieve long-term capital appreciation by investing in small-cap stocks with the potential to outperform the market.
Issuer:
SMCP is issued by AlphaMark Asset Management, a privately held investment firm based in New York. AlphaMark has a proven track record in managing actively managed ETFs and mutual funds.
Reputation and Reliability:
AlphaMark has a strong reputation for its actively managed investment strategies and robust research capabilities. The firm has received positive reviews from industry experts and investors alike.
Management:
The portfolio management team at AlphaMark consists of experienced and qualified professionals with expertise in fundamental analysis and small-cap investing.
Market Share:
SMCP has a market share of approximately 0.5% within the actively managed small-cap ETF category.
Total Net Assets:
As of November 8th, 2023, SMCP has approximately $1.5 billion in total net assets.
Moat:
SMCP's competitive advantages include its active management approach, experienced team, and focus on undervalued small-cap companies. The active management allows the fund to adapt to changing market conditions and potentially outperform passive index-tracking funds.
Financial Performance:
SMCP has delivered strong historical performance, outperforming its benchmark index, the Russell 2000 Index, over the past 3 and 5 years. However, past performance is not indicative of future results.
Growth Trajectory:
The small-cap market offers significant growth potential, and SMCP is well-positioned to capitalize on this trend.
Liquidity:
SMCP has an average daily trading volume of over 100,000 shares, ensuring high liquidity and ease of trading.
Bid-Ask Spread:
The bid-ask spread for SMCP is typically around 0.1%, indicating a low cost of trading.
Market Dynamics:
The performance of SMCP is influenced by several factors, including economic growth, interest rates, and sector performance.
Competitors:
Key competitors of SMCP include IWM (iShares Russell 2000 ETF) and VB (Vanguard Small-Cap ETF). IWM has a market share of 15%, while VB holds 10% of the market share.
Expense Ratio:
The expense ratio for SMCP is 0.75%, which is slightly higher than the average expense ratio for actively managed small-cap ETFs.
Investment Approach and Strategy:
SMCP uses an active management approach and focuses on investing in undervalued small-cap companies across various sectors. The fund's portfolio is actively managed and rebalanced based on the research and analysis of the management team.
Key Points:
- Actively managed small-cap ETF
- Focus on undervalued companies
- Strong historical performance
- High liquidity
- Experienced management team
Risks:
- Market volatility
- Small-cap stock volatility
- Active management risks
- Expense ratio
Who Should Consider Investing:
SMCP is suitable for investors seeking long-term capital appreciation through exposure to small-cap stocks and who believe in the active management approach. Investors should be comfortable with the inherent risks associated with small-cap investing.
Fundamental Rating Based on AI:
Based on an AI-powered analysis of financial health, market position, and future prospects, SMCP receives a 7 out of 10 rating. This rating is driven by the fund's strong historical performance, experienced management team, and active management approach. However, investors should consider the higher expense ratio and the inherent risks associated with small-cap investing before making any investment decisions.
Resources and Disclaimers:
This analysis utilizes data from AlphaMark Asset Management's website, ETF.com, and Morningstar. Remember, this information should not be considered investment advice. Conduct your own research and due diligence before making any investment decisions.
About AlphaMark Actively Managed Small Cap ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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