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- Upturn Summary
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Upturn AI Summary
Avantis® Emerging Markets Value ETF(AVES)
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 AVES
10/13/2026: AVES (1-star) has a low Upturn Star Rating. Not recommended to BUY.
AVES is an actively managed ETF that offers systematic exposure to emerging market equities, emphasizing stocks with lower valuations and higher profitability. Its core strengths include a disciplined, research-backed strategy that seeks to capture the value premium at a competitive expense ratio. It is primarily used as a satellite or core-component holding for long-term investors seeking diversified emerging market exposure beyond traditional indices. Investors should be aware of high systemic risks, including currency volatility, geopolitical instability, and potential periods of value underperformance. It is best suited for patient, long-term investors comfortable with the risks inherent in emerging economies.
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 | Weak fit | The fund explicitly targets value-oriented companies, which may underperform during growth-heavy market cycles. |
| Momentum investor | Mixed fit | Momentum investors may find limited utility here unless the systematic factors align with current market price trends. |
| Value investor | Strong fit | The strategy is purpose-built to capture the value premium within emerging market equities. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is total capital appreciation rather than pure income generation. |
| Low-risk investor | Weak fit | Emerging markets are inherently volatile and generally unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long time horizon who believes in the systematic, factor-based approach to investing and is comfortable with the higher volatility profile of emerging markets.
Suitability
AVES is best suited for long-term investors seeking to diversify their portfolio with a systematic value tilt in emerging markets rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets are subject to political, economic, and currency fluctuations that increase price instability. |
| Market risk | High | The fund is fully exposed to systemic downturns in the global emerging market equity class. |
| Concentration | Medium | The fund maintains broad diversification but can be influenced by specific regional regulatory changes. |
| Tracking/expense | Low | The competitive expense ratio ensures that costs do not significantly drag on long-term performance. |
| Liquidity | Medium | Some underlying emerging market holdings may experience lower liquidity than developed market counterparts. |
| Business/sector quality | Medium | Focusing on profitability helps mitigate exposure to low-quality, distressed companies. |
Risk Analysis
Volatility
AVES exhibits higher historical volatility than broad-market ETFs due to its focus on emerging markets and value factors.
Market Risk
The primary risk is systemic sensitivity to emerging market political stability, regulatory changes, and currency devaluation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | China, Taiwan, South Korea, India, and Brazil equities | 75 | This provides broad geographic diversification across key emerging markets that are often mispriced by the broader market. |
| Investment factor | Value and Profitability Factors | 20 | Overweighting these factors historically aims to capture higher expected returns compared to market-cap-weighted indices. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This represents residual cash held for operational purposes and liquidity management. |
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 18.21% | Avg. Invested days 66 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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