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- Upturn Summary
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Upturn AI Summary
Avantis Responsible Emerging Markets Equity ETF(AVSE)
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 AVSE
10/23/2026: AVSE (3-star) is currently NOT-A-BUY. Pass it for now.
AVSE provides actively managed, factor-tilted exposure to emerging market equities while applying ESG screenings to exclude firms that do not meet specific criteria. Its main strengths include a disciplined, systematic strategy focusing on profitability and value, managed by the well-regarded Avantis team. It serves as a core emerging markets holding for investors who want more than simple market-cap weighting. Key risks include high geopolitical and market volatility typical of developing nations, as well as tracking error relative to traditional passive indices. This fund is best suited for long-term investors comfortable with international risk who value evidence-based factor selection and social responsibility.
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 fund's focus on value and profitability may underweight high-growth, speculative emerging market stocks. |
| Momentum investor | Weak fit | The strategy is not designed to capture short-term momentum signals, but rather long-term fundamental factor exposure. |
| Value investor | Strong fit | The fund systematically tilts toward companies with attractive valuations, aligning well with value-oriented objectives. |
| Dividend/Income investor | Mixed fit | While not a dedicated dividend fund, the profitability tilt often correlates with companies that have healthy cash flows. |
| Low-risk investor | Weak fit | Emerging market equities carry inherent volatility and geopolitical risk that may exceed the tolerance of low-risk investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for diversified emerging market exposure with a systematic preference for profitability and value, who also prioritizes ESG standards.
Suitability
Best suited for long-term investors incorporating a factor-tilted, responsible investment strategy into a diversified global portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets are inherently prone to significant price swings due to economic and political instability. |
| Market risk | High | Broad exposure to developing nations subjects the portfolio to systemic international market risks. |
| Concentration | Medium | While broad, the fund may be concentrated in specific sectors or countries depending on factor screening results. |
| Tracking/expense | Low | The management team aims to deliver factor performance, making tracking error an expected element of the strategy. |
| Liquidity | Medium | Certain emerging market assets may experience lower liquidity during periods of market stress. |
| Business/sector quality | Medium | The fund focuses on profitability, which acts as a quality screen for the underlying holdings. |
Risk Analysis
Volatility
AVSE experiences higher volatility compared to developed market funds due to the inherent nature of emerging economies.
Market Risk
The fund is heavily exposed to political, economic, and currency risks specific to the countries within its investment universe.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Emerging Markets Equity | 98 | Provides broad exposure to companies located in developing economies, tilted toward high-profitability and value-oriented stocks. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Represents residual cash held for liquidity and settlement purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 15.76% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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