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- Upturn Summary
- Fund Details
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
10/08/2026: AVSE (3-star) is a REGULAR-BUY. BUY for 28 days. Simulated Profits (-0.22%). Updated daily EoD!
AVSE provides active, ESG-integrated equity exposure to emerging markets, utilizing a systematic factor-based approach to target higher expected returns. Its primary strengths are the professional management team and a disciplined investment strategy that filters for both financial health and sustainability. It is best used as a core or satellite holding for growth-oriented portfolios seeking diversification beyond developed markets. Investors should monitor geopolitical risks and currency sensitivity, as these are the primary drivers of volatility in this sector. Overall, it suits long-term investors who align with sustainable values and desire an active management edge in the emerging market space.
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 | Strong fit | The fund targets companies with strong expected growth and profitability characteristics. |
| Momentum investor | Strong fit while signal remains positive | Active management allows for tilting toward securities with positive momentum within emerging markets. |
| Value investor | Strong fit | The fund's systematic process often favors securities with attractive valuations and higher expected returns. |
| Dividend/Income investor | Mixed fit | While some holdings provide dividends, the primary goal is capital appreciation rather than consistent income. |
| Low-risk investor | Weak fit | Emerging markets carry significant geographic, currency, and political volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for emerging market growth who values ESG integration and believes in systematic, factor-based active management.
Suitability
The fund is best suited for long-term investors holding a diversified portfolio, rather than active day-traders, due to the inherent volatility of the underlying markets.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging markets are inherently more volatile than developed market equities. |
| Market risk | High | Broad economic or geopolitical shocks in emerging regions can significantly impact portfolio value. |
| Concentration | Medium | While diversified, the fund remains concentrated in specific emerging market sectors and countries. |
| Tracking/expense | Low | As an active fund, performance will deviate from standard indices, which is expected by design. |
| Liquidity | Medium | Some underlying stocks in emerging markets may have lower trading volumes, affecting price execution. |
| Business/sector quality | Medium | The ESG screening process attempts to mitigate quality risks but cannot eliminate business failure risk. |
Risk Analysis
Volatility
AVSE exhibits higher volatility than broad developed-market benchmarks due to its focus on emerging markets.
Market Risk
The fund is subject to systematic risk associated with political stability, currency volatility, and regional economic cycles in emerging nations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Emerging Markets Equities (e.g., China, Taiwan, India, Brazil) | 98 | Provides broad exposure to companies in emerging markets selected for their financial characteristics and ESG profiles. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Represents liquid assets held for operational needs and pending investments. |
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 19.78% | Avg. Invested days 62 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $236.17M |
| Issuer | Avantis Investors |
| Expense Ratio | 0.33% |
| Distribution Yield | 2.71% |
| Inception | Mar 28, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +26.98% |
| 1 Year | +30.34% |
| 3 Year | +26.59% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 23.63% |
| 3Y Volatility | 16.22% |
| 3Y Sharpe Ratio | 1.17 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 45.82% |
| Large Cap | 27.32% |
| Mid Cap | 18.24% |
| Small Cap | 5.70% |
| Micro Cap | 1.66% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 42.22% |
| Financial Services | 24.03% |
| Consumer Cyclicals | 9.08% |
| Industrials | 6.85% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 9.17x |
| Portfolio P/B | 1.69x |
| Portfolio P/S | 1.52x |
| Holdings Turnover | 7.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 9.13% |
| SK Hynix | 6.54% |
| Samsung Electronics | 5.56% |
| Taiwan Semiconductor Manufacturing | 3.08% |
| MediaTek | 2.09% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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