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Upturn AI Summary
Allspring SMID Core ETF(ASCE)
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 ASCE
11/06/2026: ASCE (2-star) is currently NOT-A-BUY. Pass it for now.
Allspring SMID Core ETF (ASCE) offers actively managed exposure to the U.S. small- and mid-cap equity markets. By utilizing a fundamental, research-driven strategy, it seeks to outperform passive benchmarks, though it carries a higher expense ratio than those index-based funds. It serves as an equity growth component in a long-term, diversified portfolio. Investors should monitor market-wide interest rate trends and the management's ability to sustain alpha, keeping in mind the inherent volatility and liquidity risks associated with smaller company stocks.
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 focus on small and mid-cap companies provides high growth potential for long-term investors. |
| Momentum investor | Mixed fit | As an active fund, its movement may lag or lead momentum-based strategies depending on stock picking performance. |
| Value investor | Mixed fit | The core strategy often looks for quality at reasonable prices, which may appeal to value-oriented investors. |
| Dividend/Income investor | Weak fit | This fund prioritizes capital appreciation over dividend yield generation. |
| Low-risk investor | Weak fit | Small and mid-cap equities inherently possess higher volatility than large-cap or bond portfolios. |
Investor Profile
Ideal Investor Profile
Long-term investors who believe in the potential of active management to identify undervalued or high-quality small- and mid-cap companies.
Suitability
Best suited for long-term core equity allocation as part of a diversified portfolio; not intended for short-term tactical trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically exhibit larger price swings than the broader market. |
| Market risk | Medium / high | The fund is subject to general economic downturns that disproportionately affect smaller businesses. |
| Concentration | Medium | Active selection may lead to sector or stock tilts that differ significantly from benchmarks. |
| Tracking/expense | Low | As an active fund, it does not aim to track a benchmark exactly, though costs are higher than passive alternatives. |
| Liquidity | Medium | Small-cap stocks can face liquidity challenges during market stress, affecting trade execution. |
| Business/sector quality | Medium | Smaller companies often have less financial cushion than large-caps, increasing business failure risk. |
Risk Analysis
Volatility
ASCE exhibits volatility consistent with the small- and mid-cap asset classes, which is typically higher than large-cap indices.
Market Risk
The fund is sensitive to U.S. equity market beta and interest rate sensitivity, as smaller firms rely more heavily on external financing.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 55 | Provides growth potential from smaller, agile companies. |
| Market capitalization | U.S. Mid-Cap Equities | 42 | Balances growth potential with more established business models. |
| Cash/collateral | Cash and Equivalents | 3 | Maintains liquidity for operational needs and tactical adjustments. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 12.24% | Avg. Invested days 86 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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