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Upturn AI Summary
KraneShares Artificial Intelligence & Technology ETF(AGIX)
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 AGIX
10/02/2026: AGIX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
KraneShares Artificial Intelligence & Technology ETF (AGIX) is an actively managed fund that provides concentrated exposure to the global AI ecosystem. Its main strengths lie in its active management, which allows for dynamic positioning, and its focused thematic scope, making it a potentially strong fit for growth-oriented investors. However, it carries significant risks related to the high volatility of tech stocks, concentration in a niche sector, and potential regulatory headwinds. The fund is best suited for investors who want to gain exposure to AI innovation and are comfortable with the risks associated with an actively managed, high-growth thematic strategy.
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 focuses on the most high-growth, transformative technologies currently driving market returns. |
| Momentum investor | Strong fit while signal remains positive | The ETF is well-positioned to benefit from strong sector momentum as AI adoption accelerates. |
| Value investor | Weak fit | The fund focuses on high-multiple tech growth companies rather than traditional value metrics. |
| Dividend/Income investor | Weak fit | Technology growth companies rarely provide significant dividend yields, making this unsuitable for income seekers. |
| Low-risk investor | Weak fit | The concentration in high-beta tech stocks makes this too volatile for conservative, low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is an aggressive growth-oriented participant looking for active management within the AI thematic space.
Suitability
AGIX is best suited for long-term investors who have a high tolerance for risk and believe in the long-term structural growth of artificial intelligence.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The technology sector is prone to sharp price swings based on earnings reports and sector news. |
| Market risk | High | The fund is subject to systematic risks that affect the entire equity market. |
| Concentration | Medium / high | A narrow focus on AI limits the fund's diversification compared to broad-market index funds. |
| Tracking/expense | Medium | The higher expense ratio for active management can drag on long-term performance relative to low-cost passive alternatives. |
| Liquidity | Medium | Smaller AUM can sometimes lead to wider spreads during periods of market stress. |
| Business/sector quality | Medium / high | The AI industry is subject to rapid disruption and competitive shifts. |
Risk Analysis
Volatility
AGIX exhibits high volatility typical of thematic tech funds, reacting strongly to news cycle developments in the AI space.
Market Risk
The fund is heavily dependent on the performance of a concentrated group of high-growth tech firms, creating significant exposure to market-wide sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Semiconductors and Semiconductor Equipment | 35 | This sector provides the essential hardware and chips required for all AI computing power. |
| Industry | Software and AI Infrastructure | 40 | These companies develop the core algorithms and platforms that define AI capabilities. |
| Industry | Cloud Computing and Internet Services | 20 | Cloud providers offer the massive data storage and computing environments necessary to run AI models. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash reserve is held for liquidity and potential tactical rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 65.5% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.17B |
| Issuer | KraneShares |
| Expense Ratio | 0.45% |
| Distribution Yield | 0% |
| Inception | Jul 17, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | +32.49% |
| 1 Year | +34.47% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 36.19% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 44.71% |
| Large Cap | 22.83% |
| Mid Cap | 19.04% |
| Small Cap | 8.11% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 70.85% |
| Communication Services | 10.89% |
| Consumer Cyclicals | 6.17% |
| Financial Services | 4.98% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 22.06x |
| Portfolio P/B | 6.04x |
| Portfolio P/S | 6.29x |
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| Meta Platforms | 4.80% |
| NVIDIA | 3.87% |
| Alphabet Class A | 3.75% |
| Microsoft | 3.52% |
| Apple | 2.94% |
Upturn AI Summary
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.
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