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Upturn AI Summary
TCW Artificial Intelligence ETF(AIFD)
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 AIFD
10/02/2026: AIFD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
AIFD provides targeted, actively managed exposure to the artificial intelligence sector by investing in leaders across hardware, software, and infrastructure. Its main strength lies in TCW's institutional research process, which allows for disciplined stock selection within a high-growth, often volatile theme. The fund serves as a satellite holding for those seeking to outperform broad technology indices by focusing on companies with superior AI prospects. However, investors must be aware of risks such as high sector concentration, sensitivity to valuation shifts, and the higher expense ratio characteristic of active funds. It is best suited for growth-focused investors with a long-term horizon who are comfortable monitoring the evolution of AI technology and the associated regulatory landscape.
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 provides concentrated exposure to the high-growth potential of the artificial intelligence revolution. |
| Momentum investor | Strong fit while signal remains positive | AI-themed stocks often exhibit strong momentum, making this a good choice during broad market uptrends. |
| Value investor | Weak fit | AI-focused technology stocks frequently trade at high valuation multiples, which conflicts with traditional value investing principles. |
| Dividend/Income investor | Weak fit | The fund focuses on growth rather than income, and most underlying AI companies reinvest profits instead of paying dividends. |
| Low-risk investor | Weak fit | The sector's inherent volatility makes it unsuitable for investors seeking capital preservation. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors seeking targeted exposure to AI innovation and willing to tolerate significant price fluctuations.
Suitability
Best for long-term investors who believe in the multi-year AI growth narrative and value active management over passive index exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology-focused thematic funds are susceptible to significant price swings based on sector sentiment. |
| Market risk | Medium / high | Broader market downturns often lead to a contraction in growth stock valuations, regardless of individual company quality. |
| Concentration | High | The fund's focus on a single industry theme reduces diversification across non-tech sectors. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to outperform the market consistently to provide net value. |
| Liquidity | Medium | Smaller AUM can occasionally lead to wider spreads compared to massive, broad-market index ETFs. |
| Business/sector quality | Medium | Rapid technological disruption can quickly diminish the competitive advantage of current AI leaders. |
Risk Analysis
Volatility
AIFD exhibits higher-than-average historical volatility due to its concentration in high-growth, high-beta technology companies.
Market Risk
The fund is highly correlated with tech-heavy indices and is susceptible to sudden sector corrections caused by valuation shifts or macroeconomic data.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Semiconductors & Semiconductor Equipment | 35 | These companies provide the essential hardware and compute power required for AI model training and inference. |
| Industry | Software & IT Services | 40 | Companies in this group develop the AI applications and platforms that drive software productivity and automation. |
| Industry | Cloud Computing Infrastructure | 20 | Cloud providers offer the scalable environment necessary for AI model deployment and storage. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintained for liquidity and to provide flexibility for tactical reallocation. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 62.49% | Avg. Invested days 74 | 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) | $145.96M |
| Issuer | TCW |
| Expense Ratio | 0.75% |
| Distribution Yield | 0% |
| Inception | Aug 31, 2017 |
Performance
| Period | Total Return |
|---|---|
| YTD | +45.99% |
| 1 Year | +52.97% |
| 3 Year | +42.30% |
| 5 Year | +19.37% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 28.38% |
| 3Y Volatility | 24.55% |
| 3Y Sharpe Ratio | 1.37 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 38.60% |
| Mega Cap | 34.62% |
| Mid Cap | 17.42% |
| Small Cap | 7.34% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 75.51% |
| Communication Services | 10.06% |
| Industrials | 9.27% |
| Consumer Cyclicals | 5.16% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 24.96x |
| Portfolio P/B | 7.63x |
| Portfolio P/S | 7.74x |
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 7.00% |
| Micron Technology | 6.53% |
| Arista Networks | 6.01% |
| Palo Alto Networks | 5.62% |
| Lumentum Holdings | 5.38% |
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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