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- Upturn Summary
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Upturn AI Summary
Avantis All Equity Markets ETF(AVGE)
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 AVGE
10/29/2026: AVGE (2-star) is currently NOT-A-BUY. Pass it for now.
AVGE is an all-equity, fund-of-funds ETF that provides broad, diversified exposure to global markets by investing in a basket of Avantis ETFs. It distinguishes itself from standard index funds by systematically tilting toward value and profitability factors to potentially enhance long-term returns. It serves as an excellent 'core' holding for investors seeking comprehensive global equity coverage without managing individual positions. Key risks include exposure to broad market downturns and the possibility that its factor-tilted strategy may underperform standard benchmarks over short timeframes. It is best suited for long-term investors looking for a sophisticated yet simplified approach to global asset allocation.
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 is broadly diversified and includes value tilts that may underperform during aggressive pure-growth rallies. |
| Momentum investor | Mixed fit | While systematic, the fund's focus on value and profitability may not prioritize high-momentum stocks. |
| Value investor | Strong fit | The fund is explicitly constructed to tilt towards value, making it highly suitable for those seeking this factor premium. |
| Dividend/Income investor | Mixed fit | It provides equity income, but is focused more on total return rather than high-yield dividend growth. |
| Low-risk investor | Weak fit | As an all-equity portfolio, it is subject to the full volatility of global stock markets. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term 'core' investor seeking a diversified global equity holding with a systematic tilt toward value and profitability.
Suitability
AVGE is most suitable for long-term passive or 'core' investors who prefer a 'set-it-and-forget-it' global equity solution.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As a 100% equity fund, it is subject to market-wide price swings. |
| Market risk | High | It is fully exposed to systemic risks affecting global equity markets. |
| Concentration | Low | The fund is extremely well-diversified across thousands of holdings globally. |
| Tracking/expense | Low | The expense ratio is competitive for an actively managed fund-of-funds. |
| Liquidity | Low | The high volume of the underlying ETFs ensures easy trade execution. |
| Business/sector quality | Medium | The systematic selection process emphasizes profitability, which may favor higher-quality firms. |
Risk Analysis
Volatility
AVGE exhibits historical volatility consistent with a diversified global equity portfolio.
Market Risk
The primary risk is a broad market downturn, as the fund is fully invested in equities without defensive hedges.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | US Equity Exposure (via Avantis ETFs) | 63 | Provides core exposure to the United States market with factor tilts. |
| Geography | International Developed Markets (via Avantis ETFs) | 27 | Adds geographical diversification and potential for non-US equity returns. |
| Geography | Emerging Markets (via Avantis ETFs) | 10 | Includes higher-growth potential exposure to developing global economies. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 31.14% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/29/2026 |
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