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Argent Mid Cap ETF(AMID)
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 AMID
09/17/2026: AMID (1-star) is currently NOT-A-BUY. Pass it for now.
The Argent Mid Cap ETF (AMID) provides active exposure to a selection of U.S. mid-capitalization companies, utilizing a fundamental, bottom-up approach to identify quality growth opportunities. Its primary strength lies in its potential for alpha generation compared to passive indices, backed by the firm's established research capabilities. It is best used as a core or satellite holding in a diversified portfolio for investors seeking to capture the growth potential of the mid-cap segment while relying on professional oversight. Key risks include higher expense ratios relative to passive peers, inherent mid-cap market volatility, and the concentration risks associated with active management decisions. It is most suitable for long-term, risk-tolerant investors looking to enhance equity returns beyond passive market benchmarks.
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 ETF focuses on mid-cap companies that often exhibit higher growth potential than large-cap stalwarts. |
| Momentum investor | Strong fit while signal remains positive | The active strategy may capture momentum trends in specific mid-cap sectors more effectively than a passive index. |
| Value investor | Mixed fit | While the fund prioritizes fundamental quality, it is not strictly a deep-value product. |
| Dividend/Income investor | Weak fit | The portfolio focus is primarily on capital appreciation rather than high current income generation. |
| Low-risk investor | Weak fit | Mid-cap equities generally carry higher volatility than large-cap or fixed-income assets. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced market participant seeking to outperform the broad mid-cap index through active management and willing to accept the higher fee structure.
Suitability
AMID is best suited for long-term investors who believe in the efficacy of fundamental research and active stock selection to beat passive market averages.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are inherently more sensitive to market sentiment and economic shifts than their large-cap counterparts. |
| Market risk | Medium / high | The fund is fully exposed to systemic market fluctuations affecting the broader U.S. equity landscape. |
| Concentration | Medium | Active stock selection may lead to higher weightings in specific high-conviction holdings compared to a strictly weighted index. |
| Tracking/expense | Medium | The active management fee and potential for tracking error against standard indices can impact net returns. |
| Liquidity | Medium | Lower trading volume compared to massive passive ETFs could result in wider spreads during market stress. |
| Business/sector quality | Medium | The success of the fund depends heavily on the quality and performance of the specific mid-cap companies selected by management. |
Risk Analysis
Volatility
AMID exhibits volatility levels typical of mid-cap equity funds, which tend to be higher than large-cap blends but lower than concentrated small-cap funds.
Market Risk
The fund is subject to systemic risks inherent in the U.S. equity market, particularly the mid-cap sector, which is sensitive to economic policy and growth cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 97 | The portfolio is primarily composed of mid-sized U.S. companies that offer a balance between growth potential and corporate stability. |
| Cash/collateral | Cash and Cash Equivalents | 3 | A small cash position is maintained to manage liquidity needs and facilitate efficient portfolio rebalancing. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 16.64% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 17, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $116.81M |
| Issuer | Argent |
| Expense Ratio | 0.52% |
| Distribution Yield | 0.33% |
| Inception | Aug 16, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.17% |
| 1 Year | +3.85% |
| 3 Year | +10.41% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.28% |
| 3Y Volatility | 17.54% |
| 3Y Sharpe Ratio | 0.39 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 64.83% |
| Small Cap | 28.24% |
| Large Cap | 3.84% |
| Micro Cap | 2.33% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 30.56% |
| Technology | 21.80% |
| Financial Services | 18.12% |
| Healthcare | 13.13% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.03x |
| Portfolio P/B | 3.58x |
| Portfolio P/S | 1.93x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Victory Capital Holdings | 4.98% |
| Comfort Systems USA | 3.66% |
| Medpace Holdings | 3.50% |
| Hewlett Packard Enterprise | 3.23% |
| LPL Financial Holdings | 3.19% |
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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