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Upturn AI Summary
ARS Core Equity Portfolio ETF(ACEP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ACEP
10/23/2026: ACEP (2-star) is currently NOT-A-BUY. Pass it for now.
ARS Core Equity Portfolio ETF (ACEP) is an actively managed fund that provides exposure to high-quality large-cap US equities by using fundamental research and macro-economic forecasting to select stocks and sectors. Its main strengths are its focus on dividend growth and deliberate sector tilts which aim to balance income with capital appreciation. It is best used as a satellite or active equity component within a diversified portfolio. Primary risks include sector concentration, liquidity issues due to low AUM, and the challenge of consistently beating lower-cost passive index benchmarks. The fund is most suitable for long-term, income-oriented investors who want a hands-on approach to their equity allocation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it seeks capital growth, the focus on dividends may temper total growth returns compared to pure growth funds. |
| Momentum investor | Weak fit | The fund's focus on fundamental value and dividends is generally misaligned with high-momentum strategies. |
| Value investor | Strong fit | The strategy’s emphasis on high-quality fundamentals and reasonable earnings makes it a good fit for value-oriented portfolios. |
| Dividend/Income investor | Strong fit | The core investment objective explicitly includes generating current income through dividend-paying equities. |
| Low-risk investor | Mixed fit | Active management and sector concentration introduce volatility that may exceed conservative risk tolerances. |
Investor Profile
Ideal Investor Profile
An investor seeking active management within large-cap equities who values a macro-outlook and dividend income.
Suitability
Best suited for long-term investors comfortable with the potential for active deviation from the broad market index.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active selection and non-diversified holdings can lead to performance swings distinct from the broader market. |
| Market risk | Medium | Exposure to equity markets means the fund remains subject to broad economic and market downturns. |
| Concentration | Medium / high | A smaller number of holdings and sector tilts mean performance is highly dependent on specific bets. |
| Tracking/expense | Medium | The higher expense ratio compared to passive funds requires the manager to consistently add alpha to justify costs. |
| Liquidity | Medium | Lower trading volume increases the difficulty and cost of entering or exiting large positions. |
| Business/sector quality | Low | The fund's focus on high-quality firms helps mitigate long-term business failure risk. |
Risk Analysis
Volatility
Moderate to high, driven by sector concentration and active management style.
Market Risk
Subject to typical systemic risks inherent in large-cap US equity investing.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Technology | 32 | Provides significant exposure to high-growth tech firms that the sub-adviser views as high-quality. |
| Industry | Energy | 16.3 | Offers dividend income and exposure to energy producers aligned with the manager's macro-outlook. |
| Industry | Financial Services | 14.8 | Captures established financial leaders with strong balance sheets. |
| Industry | Basic Materials | 11.9 | Provides cyclical exposure to companies critical to the industrial supply chain. |
| Cash/collateral | Cash and Cash Equivalents | 25 | Maintains liquidity for tactical portfolio adjustments and risk management. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 11.68% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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