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Upturn AI Summary
Avantis® U.S. Equity ETF(AVUS)
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 AVUS
11/13/2026: AVUS (3-star) is currently NOT-A-BUY. Pass it for now.
The Avantis® U.S. Equity ETF (AVUS) provides broadly diversified exposure to the U.S. equity market through a systematic, active strategy that tilts toward companies with higher expected returns—specifically those with value and profitability characteristics. Its primary strengths lie in its low-cost, research-driven quantitative approach, which offers a compelling alternative to traditional market-cap-weighted passive indices. AVUS is best utilized as a core equity holding for long-term investors who seek potential outperformance while maintaining broad market diversification. Key risks include standard market volatility and the possibility that its targeted factors may underperform during certain market regimes. The fund is well-suited for investors who prioritize a disciplined, evidence-based strategy over simple index replication.
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 growth, its tilt toward value factors may cause it to underperform pure growth-oriented funds in momentum-driven markets. |
| Momentum investor | Strong fit while signal remains positive | Systematic rebalancing allows the fund to capture fundamental momentum as companies move toward higher profitability targets. |
| Value investor | Strong fit | The fund specifically tilts toward stocks with lower relative prices and higher expected returns, making it a natural choice for value-conscious investors. |
| Dividend/Income investor | Mixed fit | The fund is not specifically focused on high-dividend yield, though its holdings may naturally pay dividends. |
| Low-risk investor | Medium | As a broad equity fund, it carries standard market risk and is not designed for capital preservation or low volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for core U.S. equity exposure but desiring a more nuanced, factor-aware approach than standard passive index funds provide.
Suitability
Best suited for long-term investors aiming for market-beating potential through disciplined, systematic, and active factor exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets inherently experience price fluctuations that can impact short-term investment value. |
| Market risk | High | The fund is subject to the systemic risks of the entire U.S. equity market. |
| Concentration | Low | The fund is broadly diversified, minimizing the impact of any single stock failure. |
| Tracking/expense | Low | The low expense ratio of 0.15% ensures that management fees do not significantly erode long-term performance. |
| Liquidity | Low | High trading volume ensures that investors can transact without significant price impact. |
| Business/sector quality | Medium | The fund's active selection criteria rely on the persistence of factor premiums in future market cycles. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
AVUS exhibits volatility profile consistent with broad U.S. equity funds, slightly moderated by its factor-tilted construction.
Market Risk
As an equity-focused fund, it is fully exposed to U.S. market systemic risk, including economic downturns and sector-specific shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 70 | Provides core exposure to established U.S. companies which typically form the base of a diversified portfolio. |
| Market capitalization | Mid-Cap and Small-Cap U.S. Equities | 25 | Adds growth potential and diversification through smaller companies that may be overlooked by market-cap-weighted indices. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for rebalancing needs and daily fund operations. |
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 42.49% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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