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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
10/23/2026: AVMV (1-star) is currently NOT-A-BUY. Pass it for now.
The Avantis U.S. Mid Cap Value ETF (AVMV) is an actively managed fund that provides exposure to U.S. mid-cap companies selected for their value and profitability characteristics. Its main strengths include a disciplined, evidence-based strategy and a competitive expense ratio compared to other active funds. Investors primarily use AVMV as a factor-based tilt within a diversified portfolio. Key risks include mid-cap market volatility and the inherent uncertainty of relying on factor-based models during shifting market cycles. It is most suitable for long-term investors who believe in the systematic capture of equity risk premiums and can tolerate the volatility associated with mid-cap stocks.
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 and profitability makes it less suitable for investors primarily seeking high-growth, high-multiple stocks. |
| Momentum investor | Mixed fit | Momentum investors may find the value-based rebalancing counterintuitive, though it can work well when value trends are positive. |
| Value investor | Strong fit | The fund is specifically designed to provide exposure to companies with attractive valuation metrics. |
| Dividend/Income investor | Mixed fit | While it holds value stocks that often pay dividends, the fund prioritizes total return rather than yield. |
| Low-risk investor | Mixed fit | Mid-cap equities inherently carry higher volatility than large-cap or fixed-income assets, limiting suitability for very low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking to capture the value premium within the mid-cap equity space using a systematic, active approach.
Suitability
Best suited for long-term investors holding a core-and-satellite or factor-based portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are generally more volatile than large-cap counterparts due to market sensitivity. |
| Market risk | Medium / high | The fund is fully exposed to equity market fluctuations and systematic economic downturns. |
| Concentration | Low | The fund holds a broad, well-diversified basket of securities across multiple sectors. |
| Tracking/expense | Low | The low expense ratio minimizes the drag on returns for long-term investors. |
| Liquidity | Low | The underlying securities are generally liquid, reducing the risk of significant slippage. |
| Business/sector quality | Medium | The fund uses profitability screens to mitigate the risk of owning poor-quality value traps. |
Risk Analysis
Volatility
AVMV exhibits moderate to high volatility typical of mid-cap equity investments.
Market Risk
The fund is subject to systemic risk and the specific performance cycles of the U.S. mid-cap segment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid Cap Equities | 98.5 | This exposure targets mid-sized companies that offer a balance between growth potential and established stability. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Minor cash holdings are maintained for liquidity and operational purposes. |
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 10/23/2026 |
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