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- Upturn Summary
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Upturn AI Summary
Avantis ALL Equity Markets Value ETF(AVGV)
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 AVGV
10/28/2026: AVGV (2-star) is currently NOT-A-BUY. Pass it for now.
AVGV provides a globally diversified equity portfolio that systematically tilts toward value stocks, functioning as a comprehensive core-equity solution. It achieves this by aggregating several of Avantis Investors' specialized ETFs. The fund's primary strengths include its evidence-based approach, broad diversification, and convenience as a single-ticker portfolio. Investors should be aware of the concentration risks inherent in value-tilted strategies, which can underperform broad market benchmarks during growth-led market cycles. It is most suitable for long-term, patient investors who seek factor exposure and are prepared for the volatility associated with global equity markets.
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 focus on value stocks may lead it to underperform pure growth-heavy portfolios during momentum-driven bull markets. |
| Momentum investor | Weak fit | Value-oriented strategies often underperform when market sentiment is solely driven by momentum and growth factors. |
| Value investor | Strong fit | The fund is explicitly designed to capture the value premium systematically across global markets. |
| Dividend/Income investor | Mixed fit | While value stocks often pay dividends, the primary goal is total return rather than focused income generation. |
| Low-risk investor | Mixed fit | As a 100% equity fund, it carries the inherent volatility of the global stock market. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, factor-aware individual seeking a core 'all-in-one' global equity portfolio with a systematic bias toward value.
Suitability
It is best suited for long-term investors seeking consistent, evidence-based factor exposure rather than active market timing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are inherently subject to market fluctuations. |
| Market risk | High | The fund is fully invested in global equities and susceptible to macroeconomic downturns. |
| Concentration | Low | The fund is broadly diversified across global markets and thousands of underlying securities. |
| Tracking/expense | Low | The fund's active factor tilt means it will intentionally deviate from market-cap-weighted indices. |
| Liquidity | Low | The high liquidity of the underlying ETFs minimizes the risk of exit difficulties. |
| Business/sector quality | Medium | The value tilt may lead to overweighting sectors that are temporarily out of favor or undergoing fundamental challenges. |
Risk Analysis
Volatility
AVGV exhibits volatility consistent with global equity markets, with potential for slightly higher swings during periods of value factor volatility.
Market Risk
The fund is fully exposed to systematic equity risks; its value tilt does not provide a buffer against market-wide declines.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Investment factor | Avantis US Large Cap Value ETF (AVLV) | 35 | This provides core US large-cap value exposure as a major component of the portfolio. |
| Investment factor | Avantis International Equity ETF (AVIV) | 30 | Provides broad, systematically tilted exposure to international developed markets. |
| Investment factor | Avantis Emerging Markets Equity ETF (AVEM) | 15 | Adds growth potential and diversification through exposure to emerging market economies. |
| Investment factor | Avantis US Small Cap Value ETF (AVUV) | 20 | Offers exposure to the small-cap value premium, which historically drives excess returns. |
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 26.24% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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