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Upturn AI SWOT - About
Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF (VNSE)
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Upturn Advisory Summary
04/01/2025: VNSE (1-star) is currently NOT-A-BUY. Pass it for now.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2807 | Beta 0.97 | 52 Weeks Range 30.10 - 36.37 | Updated Date 04/2/2025 |
52 Weeks Range 30.10 - 36.37 | Updated Date 04/2/2025 |
Upturn AI SWOT
Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
ETF Overview
Overview
The Natixis Vaughan Nelson Select ETF is an actively managed fund that seeks long-term capital appreciation by investing primarily in a concentrated portfolio of U.S. companies, employing a value-oriented investment approach.
Reputation and Reliability
Natixis Investment Managers is a well-established global asset management organization with a diverse range of investment strategies.
Management Expertise
The fund is managed by Vaughan Nelson Investment Management, a firm with a long history of value investing expertise.
Investment Objective
Goal
The fund seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy focused on identifying undervalued U.S. companies with strong fundamentals and attractive long-term growth potential.
Composition The fund primarily invests in U.S. equity securities.
Market Position
Market Share: Data unavailable to provide an accurate market share.
Total Net Assets (AUM): Data unavailable to provide an accurate AUM.
Competitors
Key Competitors
- VTV
- IWD
- RPV
- IVE
Competitive Landscape
The competitive landscape is composed of large-cap value ETFs. Natixis's active approach differentiates it. However, established passive funds from Vanguard, iShares, and State Street have significant scale and brand recognition.
Financial Performance
Historical Performance: Historical financial performance data is not available.
Benchmark Comparison: Performance data is not available to compare against a benchmark.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Average trading volume data unavailable.
Bid-Ask Spread
Bid-ask spread data is unavailable.
Market Dynamics
Market Environment Factors
The fund's performance is influenced by factors such as interest rates, economic growth, and investor sentiment towards value stocks.
Growth Trajectory
Growth trajectory unavailable.
Moat and Competitive Advantages
Competitive Edge
The Natixis Vaughan Nelson Select ETF differentiates itself through its active management approach, focusing on a concentrated portfolio of undervalued companies. Vaughan Nelson's expertise in value investing is a potential advantage. The active strategy allows for flexibility in navigating market conditions and identifying unique investment opportunities. However, active management can be subject to higher fees and the risk of underperformance compared to passive benchmarks.
Risk Analysis
Volatility
Volatility data unavailable.
Market Risk
The fund is subject to market risk, which is the possibility that the value of its investments will decline due to overall market conditions. Value stocks can underperform growth stocks for extended periods.
Investor Profile
Ideal Investor Profile
The ideal investor for the Natixis Vaughan Nelson Select ETF is one seeking long-term capital appreciation through a value-oriented approach.
Market Risk
The ETF may be suitable for long-term investors who are comfortable with the risks associated with active management and a concentrated portfolio.
Summary
The Natixis Vaughan Nelson Select ETF is an actively managed fund focused on long-term capital appreciation by investing in undervalued U.S. companies. Vaughan Nelson's value investing expertise guides the selection process. Active management distinguishes it from passive value ETFs but also introduces higher fees and potential underperformance risk. Ideal investors are long-term oriented and comfortable with active management and a concentrated portfolio.
Similar Companies
IVE
iShares S&P 500 Value ETF
IVE
iShares S&P 500 Value ETF
IWD
iShares Russell 1000 Value ETF
IWD
iShares Russell 1000 Value ETF
SPYV
SPDR® Portfolio S&P 500 Value ETF
SPYV
SPDR® Portfolio S&P 500 Value ETF
VTV
Vanguard Value Index Fund ETF Shares
VTV
Vanguard Value Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Natixis Investment Managers website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with 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 Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal market conditions, will invest primarily in equity securities, including common stocks,preferred stocks and real estate investment trusts ("REITs"). The fund may invest in companies with any market capitalization, although, it will typically focus its investments in mid- to large- capitalization companies. It is non-diversified.
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