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Upturn AI Summary
ACGR(ACGR)
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 ACGR
11/06/2026: ACGR (1-star) is currently NOT-A-BUY. Pass it for now.
ACGR is an actively managed ETF that targets long-term capital appreciation by investing primarily in a diversified portfolio of growth-oriented equities. Its primary strength lies in the potential for active managers to outperform passive benchmarks through fundamental research and selection. It is best used as a component of a growth-tilted portfolio for investors comfortable with higher volatility and expense ratios in exchange for professional management. Investors should monitor market interest rates and sector rotations, which are critical to the valuation of growth stocks. The fund is most suitable for long-term growth-oriented investors rather than short-term traders or those seeking income.
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 | Strong fit | The fund specifically targets high-growth equities aligning with this style. |
| Momentum investor | Strong fit while signal remains positive | It identifies and holds companies demonstrating strong earnings and price momentum. |
| Value investor | Weak fit | The strategy prioritizes growth potential over deep-value or bargain metrics. |
| Dividend/Income investor | Weak fit | Capital appreciation is the focus, and it is not designed to be an income-generating vehicle. |
| Low-risk investor | Weak fit | The portfolio is subject to the inherent volatility associated with equity-based growth investing. |
Investor Profile
Ideal Investor Profile
Investors seeking capital appreciation through an active management approach who are willing to pay for potential outperformance.
Suitability
Best suited for long-term investors looking for growth equity exposure with an active management component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are inherently more sensitive to market sentiment and interest rate changes. |
| Market risk | High | The fund is fully exposed to equity market downturns. |
| Concentration | Medium | Active selection may lead to sector or stock concentrations that differ from the broader market. |
| Tracking/expense | Medium | Higher expense ratios compared to passive funds create a performance drag. |
| Liquidity | Medium | Less active trading may result in higher costs during periods of market stress. |
| Business/sector quality | Medium | Reliance on specific growth sectors subjects the fund to sector-specific risks. |
Risk Analysis
Volatility
The fund historically exhibits higher volatility consistent with a growth-tilted equity strategy.
Market Risk
As an equity fund, it carries systemic risk and is sensitive to economic and geopolitical developments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 65 | These represent established companies that provide a foundation of stability and growth potential for the portfolio. |
| Market capitalization | Mid-Cap Equities | 25 | Mid-cap holdings are included to capture higher growth potential that may be unavailable in larger, more mature firms. |
| Cash/collateral | Cash and Cash Equivalents | 10 | This portion provides liquidity for portfolio rebalancing and risk management purposes. |
Analysis of Past Performance
Type ETF | Historic Profit 41.7% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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