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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
10/13/2026: ARP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Advisors Inner Circle Fund II - Pmv Adaptive Risk Parity Etf (ARP) provides a diversified, actively managed approach to investing by allocating assets across equities, bonds, and commodities using a risk-parity framework. Its primary strength lies in its ability to adapt to changing market conditions, aiming to smooth out returns and reduce volatility compared to traditional market-cap weighted portfolios. It serves best as a risk-managed component within a broader investment portfolio, suitable for long-term investors seeking to mitigate downside risk. Key risks include the higher expense ratio, potential liquidity constraints, and the risk that asset correlations may increase during severe market stress. Investors should monitor the fund’s ability to successfully navigate varied economic cycles and its management costs over time.
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 control may limit upside potential during strong market rallies. |
| Momentum investor | Strong fit while signal remains positive | The adaptive strategy incorporates momentum signals to adjust exposures, making it well-aligned with momentum-based tactical adjustments. |
| Value investor | Mixed fit | The fund is more focused on volatility management than identifying undervalued securities. |
| Dividend/Income investor | Mixed fit | While it holds bonds, it is not primarily designed as a high-income vehicle. |
| Low-risk investor | Strong fit | Its core objective of volatility management makes it suitable for investors prioritizing capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or advisor looking for a 'set-it-and-forget-it' multi-asset risk management tool to diversify a core portfolio.
Suitability
Best for long-term investors who want to minimize the impact of market volatility rather than traders seeking short-term gains.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The strategy is designed to manage volatility, though the underlying assets remain subject to market movements. |
| Market risk | Medium / high | As a multi-asset fund, it is exposed to systematic declines in both equity and fixed-income markets. |
| Concentration | Low | The fund maintains broad diversification across several asset classes to reduce single-asset concentration risk. |
| Tracking/expense | Medium | The higher-than-average expense ratio acts as a continuous drag on net performance. |
| Liquidity | Medium | Low trading volume may make it difficult to enter or exit large positions without affecting the price. |
| Business/sector quality | Low / none | The fund's performance is tied to broader asset class movements rather than specific business quality. |
Risk Analysis
Volatility
ARP is designed to experience lower volatility than pure equity indices, though it remains subject to market-wide stress events.
Market Risk
The fund faces risks stemming from its exposure to bonds (interest rate risk), equities (equity risk), and commodities (commodity cycle risk).
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Bonds and Inflation-Protected Securities | 45 | These high-quality fixed income assets serve as the primary stabilizer in the risk parity framework. |
| Market capitalization | Global Equities (Developed and Emerging Markets) | 30 | Equities provide the primary growth engine for the fund when market volatility is conducive to risk-taking. |
| Commodity | Broad Commodity Index Baskets | 20 | Commodities are included to provide diversification and potential protection against inflationary environments. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Liquidity is maintained to facilitate tactical rebalancing of the portfolio's risk exposures. |
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 26.59% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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