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- Upturn Summary
- Fund Details
Upturn AI Summary
Advisors Inner Circle Fund II - Pmv Adaptive Risk Parity Etf(ARP)
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 ARP
10/28/2026: ARP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
ARP is an actively managed ETF that utilizes a risk parity strategy to allocate across global equities, bonds, and commodities, aiming to provide smoother risk-adjusted returns. Its core strength lies in its systematic approach to volatility management, offering diversification that passive funds may lack. However, the fund carries a relatively high expense ratio and lower liquidity compared to broader market ETFs, making it best suited for long-term investors seeking to balance portfolio volatility. Investors should monitor the fund’s performance during changing interest rate environments and market correlations, as these factors significantly influence its effectiveness. The fund serves as a useful tactical component for those wanting to mitigate equity market drawdowns.
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 | The focus on risk parity may limit upside potential during strong equity bull markets. |
| Momentum investor | Strong fit while signal remains positive | The systematic adjustment process can align with medium-term trend signals in asset class volatility. |
| Value investor | Weak fit | The fund's objective is risk balancing rather than seeking underpriced assets or fundamental value. |
| Dividend/Income investor | Mixed fit | While bonds provide income, the fund's total return focus may not prioritize high dividend yields. |
| Low-risk investor | Strong fit | The strategy is explicitly designed to reduce portfolio volatility and control drawdown risk. |
Investor Profile
Ideal Investor Profile
Investors seeking to lower portfolio volatility and manage drawdown risk through a diversified, multi-asset strategy.
Suitability
Best for long-term investors looking for a core 'stabilizer' in their portfolio rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is designed to dampen volatility, but underlying asset classes can still exhibit price swings. |
| Market risk | Medium | Broad market downturns can impact the components of the portfolio simultaneously. |
| Concentration | Low | The strategy is inherently diversified across asset classes to minimize concentration. |
| Tracking/expense | High | The active management strategy and high expense ratio compared to passive ETFs impact net returns. |
| Liquidity | Medium / high | Low trading volume can lead to wider spreads and difficulty executing large orders. |
| Business/sector quality | Low / none | The fund relies on macro-level asset allocation rather than individual business performance. |
Risk Analysis
Volatility
Historical volatility is managed by the risk parity mechanism, though it is not completely eliminated.
Market Risk
The fund is exposed to systemic risks across equities, bonds, and commodities simultaneously.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Futures and Bonds | 50 | Fixed income serves as a core stabilizer and provides the primary risk-balancing engine for the fund's strategy. |
| Market capitalization | Global Equities (via ETFs/Futures) | 30 | Equity exposure provides the primary growth driver within the portfolio's diversified framework. |
| Commodity | Diversified Commodities | 20 | Commodities are included to provide inflation hedging and low-correlation benefits to the overall portfolio. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 25.38% | Avg. Invested days 65 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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