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Upturn AI Summary
American Century ETF Trust(AVEE)
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 AVEE
11/05/2026: AVEE (1-star) is currently NOT-A-BUY. Pass it for now.
AVEE is an actively managed ETF that provides targeted exposure to US small-cap equities using a fundamental, factor-based investment strategy. Its primary strength lies in its attempt to outperform passive small-cap benchmarks by systematically filtering for profitability and valuation. It serves as a growth-oriented component in a diversified portfolio, though investors must be prepared for the high volatility and interest-rate sensitivity inherent to the small-cap sector. The fund is best suited for long-term investors who favor active management over passive tracking and should be monitored for performance consistency relative to the broader small-cap market.
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-cap equities aligns with investors seeking long-term capital appreciation from younger, high-growth firms. |
| Momentum investor | Mixed fit | While the fund holds growth-oriented names, it is not a momentum-specific strategy and may underperform during pure momentum-driven rallies. |
| Value investor | Mixed fit | The fund incorporates valuation factors in its selection process, making it a potential consideration for growth-at-a-reasonable-price investors. |
| Dividend/Income investor | Weak fit | Small-cap growth stocks rarely offer significant dividend yields, making this fund unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | Small-cap stocks are inherently volatile, which contradicts the goals of low-risk or capital-preservation investors. |
Investor Profile
Ideal Investor Profile
The ideal investor for AVEE is a long-term participant seeking equity growth who is comfortable with small-cap volatility and believes in the efficacy of fundamental, factor-based stock selection.
Suitability
AVEE is best suited for long-term investors seeking to augment a core portfolio with active small-cap exposure; it is less suitable for short-term traders or those requiring high liquidity and stability.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience greater price swings than larger-capitalization equities. |
| Market risk | High | The fund is fully exposed to systemic market movements that affect the entire US equity market. |
| Concentration | Medium | While diversified, the fund's focus on the small-cap segment limits exposure to larger, more stable blue-chip companies. |
| Tracking/expense | Low | The expense ratio is competitive for an actively managed product, minimizing the impact of fees on long-term returns. |
| Liquidity | Medium | Small-cap stocks may experience lower trading liquidity, which can increase transaction costs during market stress. |
| Business/sector quality | Medium | The fund relies on quantitative models which may fail if the market environment shifts away from the selected quality factors. |
Risk Analysis
Volatility
AVEE exhibits high historical volatility, consistent with the small-cap asset class and its active selection strategy.
Market Risk
The fund faces significant market risk, particularly regarding sensitivity to domestic interest rates and cyclical economic downturns that affect small businesses.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Small-Cap Equities | 98 | The fund invests primarily in smaller companies which offer high growth potential but may also come with increased market volatility. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage liquidity and daily transaction requirements. |
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 -1.34% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2026 |
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