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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
10/08/2026: AVGE (2-star) is currently NOT-A-BUY. Pass it for now.
AVGE provides a diversified, all-in-one exposure to global equity markets by allocating to a suite of factor-tilted Avantis ETFs. Its main strengths include its systematic focus on value and quality, and the convenience of a professionally rebalanced global portfolio. It serves as a strong 'core' holding for long-term investors seeking more than simple market-cap weighting. Risks include standard global equity market volatility and the potential for factor-specific periods of underperformance. The fund is best suited for long-term, patient investors who value a systematic approach to asset selection.
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 | While it includes growth stocks, the fund's tilt toward value factors may drag on performance during growth-heavy market cycles. |
| Momentum investor | Weak fit | This fund is designed for long-term factor exposure rather than chasing short-term price trends or momentum signals. |
| Value investor | Strong fit | The fund's systematic tilt toward companies with higher expected returns and value characteristics aligns well with value-oriented strategies. |
| Dividend/Income investor | Mixed fit | While it captures dividend-paying companies, it is designed for total return rather than focused income generation. |
| Low-risk investor | Mixed fit | As an all-equity portfolio, it remains subject to full equity market volatility despite its factor diversification. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for a core global equity allocation that uses systematic factors to seek a return premium over passive indices.
Suitability
Best for long-term investors who prefer a 'core' approach and understand the cyclical nature of factor-based performance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund is 100% equity, meaning it is subject to the inherent price swings of global stock markets. |
| Market risk | High | Global economic downturns will directly impact the performance of the underlying equity holdings. |
| Concentration | Low | The fund provides broad, global diversification, reducing the impact of any single country or sector collapse. |
| Tracking/expense | Low | The fund is actively managed to achieve factor exposure, so it does not aim for perfect index tracking. |
| Liquidity | Low | Underlying holdings are highly liquid, allowing for efficient fund rebalancing and trading. |
| Business/sector quality | Low | The systematic selection process emphasizes high-quality firms with strong profitability metrics. |
Risk Analysis
Volatility
AVGE exhibits volatility consistent with a broad global equity portfolio, though its quality tilt may offer slightly better protection during downturns.
Market Risk
The primary risk is the systemic decline of global equity markets, which the fund cannot avoid due to its 100% stock allocation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | US Equity Exposure (via Avantis US ETFs) | 63 | This allocation provides core exposure to the largest global equity market, tilted toward factors like value and profitability. |
| Geography | Developed International Equity (via Avantis International ETFs) | 26 | Provides diversification into developed markets outside the US with a focus on systematic factor capture. |
| Geography | Emerging Markets Equity (via Avantis Emerging Markets ETFs) | 11 | Offers growth potential through exposure to developing economies while maintaining the fund's factor-based discipline. |
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 32.14% | 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 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.24B |
| Issuer | Avantis Investors |
| Expense Ratio | 0.23% |
| Distribution Yield | 1.75% |
| Inception | Sep 27, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +16.82% |
| 1 Year | +20.88% |
| 3 Year | +21.78% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12.25% |
| 3Y Volatility | 12.29% |
| 3Y Sharpe Ratio | 1.26 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 27.34% |
| Mid Cap | 27.21% |
| Large Cap | 25.75% |
| Small Cap | 13.03% |
| Micro Cap | 6.25% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 21.66% |
| Financial Services | 19.38% |
| Industrials | 12.36% |
| Consumer Cyclicals | 11.13% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 13.54x |
| Portfolio P/B | 2.29x |
| Portfolio P/S | 1.4x |
| Holdings Turnover | 2.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Avantis® U.S. Equity ETF | 43.55% |
| American Century ETF Trust - Avantis U.S. Large Cap Value ETF | 15.25% |
| Avantis® International Equity ETF | 10.39% |
| Avantis® Emerging Markets Equity ETF | 6.74% |
| Avantis International Large Cap | 5.30% |
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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