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Upturn AI Summary
American Century ETF Trust - Avantis U.S. Large Cap Value ETF(AVLV)
Top performer 
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 AVLV
09/28/2026: AVLV (5-star) is currently NOT-A-BUY. Pass it for now.
AVLV is an actively managed ETF providing exposure to U.S. large-cap value stocks by applying a systematic filter for both valuation and profitability. Its main strengths include a cost-effective fee structure, a research-backed investment methodology, and high portfolio liquidity. It is designed to serve as a core equity holding for investors seeking to capture value-factor premiums while avoiding low-quality companies. Investors must be prepared for equity market volatility and the risk that value factors may underperform during growth-led market rallies. It is best suited for long-term, disciplined investors who believe in factor-based, systematic investing.
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 intentionally tilts away from high-growth stocks, which may not align with a growth-focused mandate. |
| Momentum investor | Mixed fit | Momentum is not a primary driver of the fund's strategy, though it may be a suitable fit if the value factor is currently outperforming. |
| Value investor | Strong fit | The fund's core objective is to identify and capitalize on undervalued large-cap U.S. companies. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund focuses on total return rather than yield generation. |
| Low-risk investor | Mixed fit | While large-cap stocks are generally more stable, equity market volatility remains a significant factor for this fund. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a core U.S. equity holding that emphasizes value and profitability, preferring a systematic active approach over pure passive indexing.
Suitability
Best suited for long-term investors looking to build a diversified portfolio with a tilt toward value factors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity fund, it is subject to the inherent price swings of the U.S. stock market. |
| Market risk | High | The fund is fully exposed to systemic market downturns that affect all large-cap stocks. |
| Concentration | Medium | The fund is well-diversified across sectors but maintains a specific focus on value and profitability factors. |
| Tracking/expense | Low | The low expense ratio minimizes the structural cost drag on long-term performance. |
| Liquidity | Low | The fund invests in highly liquid large-cap stocks, ensuring easy entry and exit. |
| Business/sector quality | Medium | The profitability filter helps mitigate the risk of owning low-quality 'value traps'. |
Risk Analysis
Volatility
AVLV exhibits volatility characteristics typical of the U.S. large-cap equity market, slightly moderated by its value and profitability tilts.
Market Risk
The primary risk is systematic market decline, as the fund remains fully invested in U.S. equities, meaning it will likely fall during broad market corrections.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98.5 | The fund focuses on high-market-cap U.S. companies that meet specific value and profitability criteria. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage liquidity and daily transaction requirements. |
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 41.57% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $21.56B |
| Issuer | Avantis Investors |
| Expense Ratio | 0.15% |
| Distribution Yield | 1.04% |
| Inception | Sep 21, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +22.24% |
| 1 Year | +29.48% |
| 3 Year | +21.97% |
| 5 Year | +14.20% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 10.08% |
| 3Y Volatility | 13.11% |
| 3Y Sharpe Ratio | 1.22 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 35.81% |
| Large Cap | 27.88% |
| Mega Cap | 22.59% |
| Small Cap | 13.59% |
| Micro Cap | 0.03% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 22.92% |
| Consumer Cyclicals | 14.69% |
| Energy | 14.31% |
| Technology | 14.07% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 14.13x |
| Portfolio P/B | 3.02x |
| Portfolio P/S | 1.51x |
| Holdings Turnover | 18.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Meta Platforms | 3.59% |
| Micron Technology | 3.48% |
| Microsoft | 3.44% |
| Amazon | 2.90% |
| Apple | 2.80% |
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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