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Upturn AI SWOT - About
Northern Lights Fund Trust (DUKZ)
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Upturn Advisory Summary
03/27/2025: DUKZ (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -0.79% | Avg. Invested days 17 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 1940 | Beta - | 52 Weeks Range 24.32 - 25.62 | Updated Date 02/26/2025 |
52 Weeks Range 24.32 - 25.62 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Northern Lights Fund Trust
Company Overview
History and Background
Northern Lights Fund Trust is a registered investment company that provides a platform for investment advisors to launch and manage their own mutual funds or ETFs. It offers a turnkey solution for fund creation and administration, simplifying the process for managers.
Core Business Areas
- Fund Administration: Provides administrative services to mutual funds and ETFs, including accounting, compliance, and regulatory reporting.
- Fund Launch Platform: Offers a platform that enables investment advisors to quickly and efficiently launch their own funds.
- Compliance Services: Assists funds with compliance requirements, ensuring adherence to regulations.
Leadership and Structure
Northern Lights Fund Trust operates as a series trust, with individual funds managed by their own investment advisors under the overall governance of the Trust's Board of Trustees.
Top Products and Market Share
Key Offerings
- Mutual Fund Platform: Provides a comprehensive platform for launching and managing mutual funds. The platform is used by numerous sub-advisors, but specific market share data is not publicly available. Competitors include Ultimus Fund Solutions and SEI Investments.
- revenue_from_product: 0
- ETF Platform: Offers a platform for launching and managing ETFs. Similar to the mutual fund platform, specific market share data is not readily available. Competitors include Tidal ETF Services and Exchange Traded Concepts.
- revenue_from_product: 0
Market Dynamics
Industry Overview
The investment management industry is experiencing growth in both mutual funds and ETFs, driven by increasing investor demand for diversified investment options and low-cost investment vehicles. There's an increasing trend towards outsourcing fund administration and operational tasks.
Positioning
Northern Lights Fund Trust is positioned as a facilitator, enabling smaller investment managers to offer funds without bearing the full burden of administrative and regulatory overhead. Its competitive advantage lies in its turnkey solution and economies of scale.
Total Addressable Market (TAM)
The TAM for fund administration services is estimated to be in the billions of dollars annually. Northern Lights Fund Trust captures a portion of this market by serving as a platform for numerous sub-advisors.
Upturn SWOT Analysis
Strengths
- Turnkey fund launch platform
- Economies of scale in administration
- Experienced in regulatory compliance
- Diverse range of sub-advisors
Weaknesses
- Reliance on sub-advisor performance
- Limited direct control over fund performance
- Brand visibility may be lower compared to individual fund brands
- Profit margins may be lower than direct fund management
Opportunities
- Growth in ETF market
- Increasing demand for outsourced fund administration
- Expansion into new investment strategies
- Partnerships with larger financial institutions
Threats
- Increased competition from other fund platforms
- Changes in regulatory requirements
- Economic downturn impacting fund performance
- Consolidation in the investment management industry
Competitors and Market Share
Key Competitors
- SEI Investments (SEIC)
- Ultimus Fund Solutions
- Tidal ETF Services
- Exchange Traded Concepts
Competitive Landscape
Northern Lights Fund Trust competes by offering a comprehensive and cost-effective platform. Its advantage lies in its experience and established infrastructure, but it must continually innovate to stay ahead of competitors offering newer or more specialized services.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is driven by the increasing number of sub-advisors utilizing the platform and the overall growth in assets under management within the funds hosted on the platform.
Future Projections: Future growth depends on continued success in attracting new sub-advisors and the performance of the underlying funds. Industry trends suggest continued growth in outsourced fund administration.
Recent Initiatives: Focus on expanding its ETF platform and enhancing compliance services.
Summary
Northern Lights Fund Trust provides a valuable service by enabling smaller investment managers to launch and manage funds efficiently. Its success depends on attracting and retaining sub-advisors and the performance of their funds. Keeping up with regulatory changes and competitive pressures is critical for continued growth.
Similar Companies
- SEIC
- N/A
- N/A
Sources and Disclaimers
Data Sources:
- Company website
- Industry reports
- Public filings of competitor companies
Disclaimers:
The information provided is for general informational purposes only and should not be considered financial advice. Market share data is based on available information and estimates and may not be precise.
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 2024-07-11 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by tactically allocating the fund"s assets between unaffiliated fixed income ETFs and cash equivalents. Under normal market conditions, the advisor expects to invest substantially all of its assets in underlying ETFs.
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