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Upturn AI Summary
Bluemonte Large Cap Growth ETF(BLGR)
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 BLGR
10/14/2026: BLGR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Bluemonte Large Cap Growth ETF (BLGR) provides active exposure to high-quality, large-capitalization US companies positioned for significant long-term growth. Its primary strengths lie in its dedicated management team’s ability to conduct rigorous fundamental research, aiming to outperform passive benchmarks. The fund is well-suited for growth-oriented investors looking for active management, though it carries risks including higher expense ratios, sector concentration, and sensitivity to interest rate trends. Investors should view this as a strategic growth component in a diversified portfolio and monitor the manager's ability to consistently beat low-cost passive indices.
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's core objective is to provide concentrated exposure to high-growth, large-cap companies. |
| Momentum investor | Strong fit while signal remains positive | The fund often tilts toward stocks with positive earnings momentum, making it well-suited for this style during uptrends. |
| Value investor | Weak fit | The fund focuses on growth metrics, which frequently result in higher valuation multiples compared to traditional value stocks. |
| Dividend/Income investor | Weak fit | Growth companies held by the fund typically reinvest profits rather than paying significant dividends. |
| Low-risk investor | Weak fit | The fund's focus on high-growth equities naturally carries higher volatility than defensive or income-focused strategies. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth seeker who is comfortable with higher volatility and believes in the value of active management.
Suitability
BLGR is best suited for long-term investors seeking to augment their core portfolio with a targeted growth strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are inherently more sensitive to market sentiment and interest rate changes, leading to price swings. |
| Market risk | Medium / high | General equity market downturns will negatively impact the fund's NAV. |
| Concentration | Medium | Focusing on growth sectors creates concentration risk if those specific industries underperform. |
| Tracking/expense | Medium | The active management fee is higher than passive index funds, requiring the manager to consistently outperform. |
| Liquidity | Low | The underlying assets are large-cap, generally liquid stocks, reducing concerns about exiting positions. |
| Business/sector quality | Medium | The fund relies on the continued financial strength and innovation of specific growth sectors. |
Risk Analysis
Volatility
BLGR exhibits volatility consistent with high-growth equity portfolios, which is typically higher than the S&P 500.
Market Risk
The fund is highly correlated with the US equity market, particularly the large-cap growth sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Technology | Large-Cap Technology Growth Stocks | 45 | This sector provides the primary growth engine for the fund through exposure to software and digital services. |
| Consumer Discretionary | Large-Cap Consumer Growth Stocks | 25 | Allocations here capture trends in consumer spending and brand-driven growth. |
| Healthcare | Large-Cap Healthcare Growth Stocks | 20 | Healthcare exposure adds defensive growth characteristics and innovation-led upside. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Cash is held to maintain liquidity and provide flexibility for tactical buy opportunities. |
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 2.85% | Avg. Invested days 24 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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