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- Upturn Summary
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Upturn AI Summary
Avantis Moderate Allocation ETF(AVMA)
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 AVMA
11/06/2026: AVMA (2-star) is currently NOT-A-BUY. Pass it for now.
AVMA is a fund-of-funds ETF that provides diversified exposure to equities and fixed income by holding a curated selection of Avantis ETFs. It is designed for investors looking for a balanced, moderate-risk portfolio that leverages a systematic, factor-tilted investment approach. Key strengths include its institutional-grade management team, inherent diversification, and potential to outperform standard market-cap-weighted indices through factor premiums. However, it faces competitive pressure from lower-cost, passive balanced ETFs and is subject to general market and interest-rate risks. It is best suited for long-term investors seeking a core holding that balances capital growth with income generation.
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 moderate allocation limits upside potential compared to pure equity growth funds. |
| Momentum investor | Weak fit | The diversified, long-term nature of the fund is not designed for rapid momentum-based trading. |
| Value investor | Strong fit | The underlying Avantis ETFs have a structural tilt toward value factors. |
| Dividend/Income investor | Strong fit | The fixed-income allocation provides consistent income stream potential. |
| Low-risk investor | Strong fit | The 60/40 style allocation is well-suited for investors seeking to moderate overall portfolio volatility. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking a simplified, professionally managed, and diversified core portfolio with a tilt toward factor-based premiums.
Suitability
Best suited for passive index followers who want a slightly more active, research-driven approach to asset allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The balanced nature of the fund mitigates extreme swings relative to pure equity funds. |
| Market risk | Medium | Exposure to equity markets ensures the fund remains subject to broad economic cycles. |
| Concentration | Low | The fund-of-funds structure provides broad diversification across thousands of securities. |
| Tracking/expense | Low | Active management entails a small tracking error relative to a simple static benchmark. |
| Liquidity | Low | Constituent ETFs are highly liquid, reducing the risk of wide trade slippage. |
| Business/sector quality | Low | The diversified mandate prevents over-reliance on any single corporate or sector performance. |
Risk Analysis
Volatility
AVMA carries moderate volatility, inherent to its diversified 60/40-style allocation strategy.
Market Risk
The fund is subject to systematic market risk, where exposure to global equities and bonds tracks broader economic and interest rate health.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large Cap and Small Cap Equities (via underlying Avantis ETFs) | 60 | Provides long-term capital appreciation potential through systematic exposure to equity factor premiums. |
| Fixed-income type | Investment Grade and Government Bonds (via underlying Avantis ETFs) | 35 | Offers income generation and helps reduce overall portfolio volatility through diversified bond exposure. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for operational needs and tactical adjustments. |
Analysis of Past Performance
Type ETF | Historic Profit 26.37% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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