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THY
Upturn stock ratingUpturn stock rating

Northern Lights Fund Trust (THY)

Upturn stock ratingUpturn stock rating
$21.92
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

04/01/2025: THY (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 2.87%
Avg. Invested days 70
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 15101
Beta 0.49
52 Weeks Range 19.77 - 24.36
Updated Date 04/2/2025
52 Weeks Range 19.77 - 24.36
Updated Date 04/2/2025

ai summary icon Upturn AI SWOT

Northern Lights Fund Trust

stock logo

ETF Overview

overview logo Overview

Northern Lights Fund Trust is a registered investment company that offers a platform for various investment advisors to launch and manage ETFs. It doesn't focus on a specific sector but provides the infrastructure and support for a range of investment strategies across different asset classes and sectors.

reliability logo Reputation and Reliability

Northern Lights Fund Trust has a solid reputation for providing comprehensive ETF services and regulatory compliance.

reliability logo Management Expertise

The management team at Northern Lights Fund Trust has extensive experience in fund administration, compliance, and regulatory oversight.

Investment Objective

overview logo Goal

To provide a platform for investment advisors to efficiently manage and distribute their ETF products.

Investment Approach and Strategy

Strategy: Northern Lights Fund Trust does not track a specific index or sector itself. Individual ETFs launched under the trust each have their own strategies and track or replicate an index.

Composition The asset composition varies widely depending on the specific ETF launched under the Northern Lights Fund Trust umbrella. Individual ETFs can hold stocks, bonds, commodities, or a mix.

Market Position

Market Share: Northern Lights Fund Trust's market share is derived from the aggregate AUM of all ETFs operating under it.

Total Net Assets (AUM): Total Net Assets (AUM) are dependent on the funds operating under the Trust, therefore fluctuating.

Competitors

overview logo Key Competitors

  • Innovator Capital Management (Innovator ETFs)
  • Exchange Traded Concepts (Alpha Architect)
  • GraniteShares

Competitive Landscape

The competitive landscape involves established ETF issuers and other fund platforms. Northern Lights Fund Trust benefits from offering a cost-effective turnkey solution, while facing competition from firms with greater brand recognition and larger AUM in specific sectors. Its advantages are mainly in servicing niche and specialized ETFs where smaller managers can focus on specific sectors or strategies.

Financial Performance

Historical Performance: Historical performance varies widely as it is based on each ETF's investment strategy within the trust. This varies greatly.

Benchmark Comparison: Benchmark comparison varies widely, as each ETF is benchmarked to its own investment category.

Expense Ratio: Expense Ratio varies depending on the fund.

Liquidity

Average Trading Volume

Average trading volume is dependent on the underlying ETF and can fluctuate based on market demand.

Bid-Ask Spread

Bid-ask spread varies depending on the specific ETF and its trading volume.

Market Dynamics

Market Environment Factors

The success of ETFs within the Northern Lights Fund Trust depends on broader economic conditions, sector-specific trends, and investor sentiment.

Growth Trajectory

Growth depends on new ETFs being launched under the platform and the performance of existing ETFs. Any changes to strategy and holdings are specific to each ETF under the Trust.

Moat and Competitive Advantages

Competitive Edge

Northern Lights Fund Trust's competitive edge lies in its ability to provide a complete and scalable ETF platform for investment advisors. This allows advisors to focus on portfolio management and marketing. The platform simplifies launching and managing ETFs, making it attractive to smaller or specialized investment firms. This offering simplifies the regulatory and operational complexities, allowing them to bring innovative products to market more efficiently. By lowering barriers to entry, Northern Lights Fund Trust contributes to increased product diversity in the ETF market.

Risk Analysis

Volatility

Volatility depends on the individual ETFs within the trust and their specific holdings.

Market Risk

Market risk depends on the underlying assets held by each ETF within the Northern Lights Fund Trust.

Investor Profile

Ideal Investor Profile

Investors interested in the Northern Lights Fund Trust are typically investment advisors or firms looking for a platform to launch and manage their own ETFs. Investors who seek exposure to a specific sector or strategy managed under the trust may also find it suitable.

Market Risk

The Northern Lights Fund Trust is best suited for investment advisors and firms, rather than individual investors, as it serves as an ETF launching platform.

Summary

Northern Lights Fund Trust is a platform for investment advisors to launch and manage ETFs, offering services like fund administration, compliance, and distribution. Individual ETFs within the trust have different strategies, holdings, and performance metrics. The platform benefits from offering a streamlined solution for ETF creation. Market risk and volatility are dependent on the individual fund composition within the Trust. The trust is more suitable for investment advisors who wish to create their own ETF's rather than individual investors.

Similar Companies

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Company Filings

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Data may be delayed. Consult a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Northern Lights Fund Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund"s adviser seeks to achieve the fund"s investment objectives by tactically investing in a portfolio of income-producing securities, including high-yield bonds, investment grade bonds, municipal bonds, U.S. Treasuries and/or cash/cash equivalents. It may hedge long positions using futures and/or ETFs.

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