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Upturn AI Summary
Bridges Capital Tactical ETF(BDGS)
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 BDGS
10/02/2026: BDGS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Bridges Capital Tactical ETF (BDGS) is an actively managed fund that utilizes a quantitative, tactical strategy to rotate exposure between equities, bonds, and cash. Its main strength lies in its attempt to provide a smoother ride through active risk management rather than passive market tracking. It serves best as a satellite holding for investors looking to temper equity market volatility. Primary risks include the potential for model underperformance during range-bound markets and higher management costs compared to passive alternatives. It is generally best suited for investors who prefer professional tactical oversight over manual asset rebalancing.
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 tactical nature of the fund may limit upside participation during strong, sustained bull markets. |
| Momentum investor | Strong fit while signal remains positive | The fund's reliance on quantitative signals aligns well with a momentum-based investment strategy. |
| Value investor | Mixed fit | Tactical rotation may not align with a long-term, buy-and-hold value investment philosophy. |
| Dividend/Income investor | Mixed fit | The fund's focus is on capital appreciation and tactical risk management rather than high dividend yields. |
| Low-risk investor | Strong fit while signal remains positive | The strategy is specifically designed to mitigate major market drawdowns, appealing to risk-conscious investors. |
Investor Profile
Ideal Investor Profile
Investors seeking a core-plus or satellite holding that provides an active, quantitative layer to manage market cycle risk.
Suitability
Best suited for intermediate-term investors who desire managed exposure to market upsides with built-in risk-mitigation features.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund uses tactical shifts to dampen volatility, though short-term price swings are inherent to the underlying holdings. |
| Market risk | Medium / high | As an equity-heavy tactical fund, it remains vulnerable to broad market sell-offs if tactical signals are late to trigger. |
| Concentration | Low | The fund holds a diverse set of underlying ETFs, reducing the risk associated with any single security. |
| Tracking/expense | Medium | Active management costs and potential tracking error relative to a pure equity benchmark are key considerations. |
| Liquidity | Medium | Trading activity is sufficient but may widen spreads during periods of extreme market turbulence. |
| Business/sector quality | Medium | The strategy relies on the efficacy of its quantitative signals to maintain quality exposure during sector rotations. |
Risk Analysis
Volatility
BDGS exhibits moderate historical volatility, constrained by its tactical defensive tilts during market stress.
Market Risk
The primary risk is the fund's equity exposure, which dictates the bulk of performance, alongside the risk of the tactical model lagging market reversals.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity ETFs | Diversified equity holdings (via underlying ETFs) | 60 | Provides growth potential when market signals are positive for risk assets. |
| Fixed-income ETFs | Diversified fixed-income holdings (via underlying ETFs) | 30 | Acts as a stabilizer or defensive component during periods of market stress. |
| Cash/collateral | Cash and short-term equivalents | 10 | Provides liquidity for tactical rebalancing and risk reduction. |
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 23.06% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $42.71M |
| Issuer | Bridges |
| Expense Ratio | 0.8500000000000001% |
| Distribution Yield | 0.52% |
| Inception | May 10, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +9.95% |
| 1 Year | +11.93% |
| 3 Year | +15.72% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 6.9% |
| 3Y Volatility | 7.8% |
| 3Y Sharpe Ratio | 1.14 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 79.00% |
| Large Cap | 48.09% |
| Mid Cap | 20.76% |
| Small Cap | 2.35% |
| Micro Cap | 1.48% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 44.30% |
| Communication Services | 13.57% |
| Consumer Cyclicals | 10.61% |
| Financial Services | 8.58% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.43x |
| Portfolio P/B | 5.02x |
| Portfolio P/S | 3.76x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Alpha Architect 1-3 Month Box ETF | 54.51% |
| Meta Platforms | 3.82% |
| Applied Materials | 3.56% |
| VanEck Semiconductor ETF | 3.22% |
| Tesla | 3.12% |
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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