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- Upturn Summary
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Upturn AI Summary
BlackRock Large Cap Growth ETF(BGRO)
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 BGRO
11/06/2026: BGRO (2-star) is currently NOT-A-BUY. Pass it for now.
BGRO provides active exposure to a diversified portfolio of US large-cap growth companies, aiming to generate capital appreciation through professional selection. Its primary strengths include the reputation and research capabilities of BlackRock. It is best suited as a core or satellite component for growth-oriented portfolios, balancing potential for alpha with the higher expense ratio of active management. Investors must be aware of risks including high volatility and sensitivity to interest rates and growth-to-value rotations. Monitor the fund's relative performance against passive growth indices and changing macroeconomic conditions.
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 specifically targets high-growth equities suitable for long-term capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | Active managers often capitalize on price momentum within high-growth sub-sectors. |
| Value investor | Weak fit | The portfolio focuses on growth, which often entails higher valuation multiples than value-oriented strategies. |
| Dividend/Income investor | Weak fit | Growth companies typically reinvest earnings rather than paying significant dividends. |
| Low-risk investor | Weak fit | The inherent volatility of growth stocks makes this fund unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for aggressive capital growth and is willing to accept higher volatility for the potential of active performance alpha.
Suitability
Best for long-term investors who hold a high-growth conviction and believe in the value added by active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are susceptible to significant price swings based on market sentiment and earnings expectations. |
| Market risk | High | The fund's performance is tied to the broader health of the US equity market. |
| Concentration | Medium | Exposure may be concentrated in specific sectors like technology, increasing sensitivity to sector-specific downturns. |
| Tracking/expense | Low | Active management costs are higher than passive alternatives, requiring outperformance to justify the fee. |
| Liquidity | Low | Underlying large-cap stocks are highly liquid, posing minimal risk for general trading. |
| Business/sector quality | Medium | The quality of the selected growth companies directly impacts long-term performance. |
Risk Analysis
Volatility
BGRO exhibits higher volatility consistent with growth-oriented portfolios.
Market Risk
The fund is inherently exposed to equity market fluctuations and systematic risk factors affecting large-cap stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities | 95 | Provides primary exposure to established, growth-oriented US companies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for tactical portfolio adjustments and operational needs. |
Analysis of Past Performance
Type ETF | Historic Profit 24.19% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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