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Northern Lights Fund Trust (THY)



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Upturn Advisory Summary
04/01/2025: THY (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 2.87% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Northern Lights Fund Trust
ETF Overview
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.
Reputation and Reliability
Northern Lights Fund Trust has a solid reputation for providing comprehensive ETF services and regulatory compliance.
Management Expertise
The management team at Northern Lights Fund Trust has extensive experience in fund administration, compliance, and regulatory oversight.
Investment Objective
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
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.
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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.