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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
10/26/2026: AVLV (5-star) is currently NOT-A-BUY. Pass it for now.
AVLV is an actively managed ETF that provides systematic exposure to U.S. large-cap value stocks by prioritizing companies with higher expected returns based on valuation and profitability. Its key strengths include a cost-efficient fee structure, an academically grounded management approach, and broad diversification. It serves as an excellent core building block for investors seeking to capture the value factor without the constraints of traditional, purely passive index tracking. Primary risks involve the potential for prolonged periods of value underperformance and general equity market volatility. It is most suitable for long-term, disciplined investors who favor active factor strategies over standard index products.
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's focus on value stocks makes it unsuitable for those seeking aggressive growth companies. |
| Momentum investor | Mixed fit | Momentum investors may find limited utility as the fund's strategy does not prioritize price trends, but it is a strong fit while signal remains positive. |
| Value investor | Strong fit | The fund is specifically designed for value investors seeking systematic exposure to underpriced, profitable companies. |
| Dividend/Income investor | Mixed fit | While it holds value stocks that often pay dividends, it is not a dedicated high-dividend yield product. |
| Low-risk investor | Mixed fit | As an equity-only fund, it entails market risk, though its value focus may provide a relative buffer compared to growth stocks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for core, systematic, and cost-effective value exposure within their equity allocation.
Suitability
AVLV is best suited for long-term investors seeking a core equity holding, rather than active traders or those seeking passive index exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is subject to general equity market fluctuations which can result in short-term price volatility. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic economic and market downturns. |
| Concentration | Low | The fund maintains a highly diversified portfolio, limiting the impact of any single stock failure. |
| Tracking/expense | Low | The expense ratio is highly competitive, and tracking error is an intentional byproduct of its active strategy. |
| Liquidity | Low | The underlying assets are large-cap stocks, ensuring high liquidity for the fund's operations. |
| Business/sector quality | Medium | The strategy filters for profitability, which inherently reduces exposure to low-quality companies. |
Risk Analysis
Volatility
AVLV historically exhibits volatility in line with broader large-cap value indices, reflecting its equity-market sensitivity.
Market Risk
The primary risk is systematic market decline, which affects all U.S. large-cap equities regardless of factor tilts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large Cap Equities | 98.5 | The fund focuses on established U.S. companies with large market capitalizations that meet specific value criteria. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage daily liquidity and transition trades. |
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 10/26/2026 |
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