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- Upturn Summary
- Fund Details
Upturn AI Summary
Avantis US Small Cap Equity ETF(AVSC)
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 AVSC
10/13/2026: AVSC (2-star) is currently NOT-A-BUY. Pass it for now.
AVSC provides active, evidence-based exposure to US small-cap stocks, tilting the portfolio toward companies with higher profitability and value characteristics. Its primary strengths are its systematic investment philosophy, low expense ratio for an active fund, and robust issuer credibility. It is best used as a core small-cap holding for investors comfortable with equity volatility. Investors should monitor interest rate trends and economic cycles, as small-cap firms are sensitive to borrowing costs. It is most suitable for long-term investors seeking factor-driven outperformance within the US small-cap market segment.
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 | While it captures equity growth, its focus on value factors may lead to underperformance during periods driven solely by speculative growth. |
| Momentum investor | Strong fit while signal remains positive | The fund's systematic process often captures trends in profitability and value that align with positive momentum signals. |
| Value investor | Strong fit | The fund explicitly selects stocks with value-oriented characteristics, making it highly suitable for this strategy. |
| Dividend/Income investor | Weak fit | Small-cap stocks are generally not the primary source for reliable dividend income. |
| Low-risk investor | Weak fit | Small-cap equities inherently carry higher volatility than large-cap or broad-market investments. |
Investor Profile
Ideal Investor Profile
Investors seeking systematic, active exposure to small-cap stocks with a multi-year time horizon and a preference for value/profitability over simple market capitalization.
Suitability
Best for long-term investors aiming for potential outperformance through factor exposure rather than active traders or short-term index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically experience greater price swings than larger companies. |
| Market risk | High | The fund is subject to systemic economic and market declines affecting the broader US equity market. |
| Concentration | Low | The portfolio is broadly diversified across hundreds of holdings, limiting single-stock risk. |
| Tracking/expense | Low | As an active fund, it does not track an index, but its low expense ratio minimizes structural drag. |
| Liquidity | Medium | Small-cap stocks generally have lower liquidity than large-caps, which can impact trade execution during market stress. |
| Business/sector quality | Medium | The fund's focus on profitability factors mitigates risk compared to index-only strategies that include speculative firms. |
Risk Analysis
Volatility
AVSC exhibits volatility consistent with the broader small-cap market, significantly higher than large-cap benchmarks.
Market Risk
Risks include economic sensitivity, higher reliance on external financing, and less geographic diversification compared to multinational large-caps.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Small Cap Equities | 98.5 | Provides broad exposure to the small-cap segment of the US equity market. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Reflects standard liquidity management within the fund portfolio. |
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 22.34% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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