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Upturn AI Summary
Global X Adaptive U.S. Factor ETF(AUSF)
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 AUSF
10/08/2026: AUSF (1-star) is currently NOT-A-BUY. Pass it for now.
Global X Adaptive U.S. Factor ETF (AUSF) is an actively managed fund that dynamically shifts its allocation among Value, Momentum, and Quality factors to navigate various market environments. By leveraging a systematic approach, it aims to outperform static indices, offering a convenient way for investors to access multifactor exposure. While it provides potential for risk-adjusted returns, it carries a higher expense ratio and relies on the success of its internal factor-timing model. Investors should be aware of market and concentration risks, as the fund may deviate significantly from broad market returns during specific factor cycles. It is best suited for long-term investors seeking an automated, factor-based tilt within their US equity portfolio.
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 fund's reliance on factor rotation means it may underperform pure growth indices during strong bull markets. |
| Momentum investor | Strong fit while signal remains positive | The fund incorporates a momentum factor, making it suitable when market leadership remains consistent. |
| Value investor | Strong fit while signal remains positive | The inclusion of a value factor allows the fund to capture upside when value stocks are in favor. |
| Dividend/Income investor | Mixed fit | While some holdings may pay dividends, the primary goal is total return via factor rotation rather than yield generation. |
| Low-risk investor | Weak fit | The active rotation and equity exposure entail higher volatility than bond or balanced portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a medium-to-long-term participant seeking systematic US equity factor exposure without wanting to monitor and rebalance individual factors personally.
Suitability
Best suited for long-term investors looking to complement a core passive portfolio with an adaptive, factor-tilted strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity-based factor strategies can experience sharp price swings depending on market conditions. |
| Market risk | High | The fund is fully exposed to systemic US equity market movements. |
| Concentration | Medium | The fund may tilt toward specific sectors depending on the prevailing factors, increasing concentration risk. |
| Tracking/expense | Medium | Active management costs and deviations from the broad index can impact net returns. |
| Liquidity | Medium | Lower trading volume compared to major benchmarks can result in slightly higher transaction costs. |
| Business/sector quality | Medium | Performance relies on the quality of the underlying companies selected by the factor model. |
Risk Analysis
Volatility
AUSF historical volatility is generally aligned with, or slightly higher than, broad US equity benchmarks depending on active tilts.
Market Risk
As an equity fund, it is fully exposed to market-wide drawdowns, though factor selection attempts to mitigate some systematic downside.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 85 | The fund primarily holds large-cap US stocks to provide broad market exposure. |
| Market capitalization | US Mid-Cap Equities | 14 | A portion of the portfolio includes mid-cap stocks to capture additional growth potential. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minor cash holdings are maintained for liquidity and operational purposes. |
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 31.77% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $863.50M |
| Issuer | Global X Funds |
| Expense Ratio | 0.27% |
| Distribution Yield | 2.83% |
| Inception | Aug 24, 2018 |
Performance
| Period | Total Return |
|---|---|
| YTD | +7.37% |
| 1 Year | +8.38% |
| 3 Year | +19.07% |
| 5 Year | +13.07% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12% |
| 3Y Volatility | 12.87% |
| 3Y Sharpe Ratio | 1.06 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 35.15% |
| Small Cap | 34.95% |
| Large Cap | 24.39% |
| Mega Cap | 5.41% |
| Micro Cap | 0.10% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 17.89% |
| Financial Services | 17.27% |
| Industrials | 12.47% |
| Healthcare | 11.56% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 12.31x |
| Portfolio P/B | 1.78x |
| Portfolio P/S | 1.26x |
| Holdings Turnover | 2.35% |
Top Holdings
| Holding | Weight |
|---|---|
| Verizon Communications | 2.16% |
| AT&T | 2.06% |
| Microsoft | 1.96% |
| Motorola Solutions | 1.66% |
| VeriSign | 1.62% |
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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