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Upturn AI Summary
Avantis U.S. Mid Cap Value ETF(AVMV)
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 AVMV
10/13/2026: AVMV (1-star) is currently NOT-A-BUY. Pass it for now.
AVMV is an actively managed ETF providing exposure to U.S. mid-cap value stocks through a systematic, research-backed strategy. Its primary strength lies in the Avantis management team's ability to filter for quality and value, potentially outperforming passive benchmarks at a competitive cost. It serves well as a strategic 'factor-tilt' component in a diversified portfolio. Key risks include exposure to mid-cap market volatility and the potential for underperformance during growth-focused market cycles. It is best suited for long-term investors who believe in the efficacy of value-factor 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's focus on value characteristics often leads it to underweight high-growth stocks. |
| Momentum investor | Mixed fit | Momentum fit is conditional on value-tilted sectors outperforming, which is not guaranteed. |
| Value investor | Strong fit | The fund is specifically designed to provide systematic exposure to undervalued mid-cap companies. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than yield. |
| Low-risk investor | Mixed fit | Mid-cap equities carry higher volatility than large-cap stocks, making this a moderate-risk investment. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term growth through a diversified mid-cap equity approach who values fundamental discipline over passive index replication.
Suitability
Best for long-term investors looking for factor exposure to complement a core large-cap portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are inherently more volatile than their large-cap counterparts. |
| Market risk | Medium / high | The fund is exposed to broader equity market declines affecting the mid-cap sector. |
| Concentration | Medium | The fund maintains a broad, well-diversified portfolio to minimize single-security risk. |
| Tracking/expense | Low | The active management approach intentionally deviates from the index rather than tracking it perfectly. |
| Liquidity | Low | Mid-cap stocks are generally liquid, reducing the risk of significant exit transaction costs. |
| Business/sector quality | Medium | Sector-specific downturns can impact the fund's value-tilted holdings significantly. |
Risk Analysis
Volatility
AVMV exhibits typical mid-cap volatility, often higher than large-cap indices but lower than small-cap indices.
Market Risk
The fund is primarily exposed to equity market risk and the specific economic cycle of the mid-cap U.S. market segment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 98.5 | This provides broad, diversified exposure to medium-sized companies with attractive value metrics. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash reserves are maintained for liquidity and to manage daily operational flows. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 5.01% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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