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Upturn AI Summary
Bluemonte Large Cap Core ETF(BLUC)
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 BLUC
10/02/2026: BLUC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BLUC is an actively managed ETF providing broad exposure to large-cap US equities, aiming for long-term capital appreciation through fundamental selection. Its primary strengths include the potential for alpha generation through professional management and a balanced approach to market factors. The fund is designed for use as a core equity holding for investors seeking a moderate risk profile. Key risks include higher expense ratios compared to passive index funds, liquidity limitations, and market-wide systemic risks. It is best suited for long-term investors who prefer active oversight and should be monitored for performance relative to the S&P 500.
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 large-cap growth, pure growth investors may prefer higher-beta, concentrated growth-specific ETFs. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors can utilize the fund during periods where its core holdings exhibit strong positive price trends. |
| Value investor | Mixed fit | The core strategy balances value, but value-dedicated investors might find the growth component dilutive to their goals. |
| Dividend/Income investor | Mixed fit | The fund may provide some dividends, but it is not optimized for high-yield income generation. |
| Low-risk investor | Mixed fit | The fund provides broad equity exposure, which inherently carries market risk unsuitable for ultra-low-risk needs. |
Investor Profile
Ideal Investor Profile
The ideal investor for BLUC is a mid- to long-term participant who values professional stock selection over passive indexing and is willing to pay a moderate premium for active management.
Suitability
It is best suited for long-term investors looking for core equity exposure with a potential for outperformance through active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As a large-cap equity fund, it is subject to standard market fluctuations. |
| Market risk | Medium / high | Economic downturns directly impact the valuation of the underlying large-cap portfolio. |
| Concentration | Medium | The fund is diversified, though active management may lead to sector tilts. |
| Tracking/expense | Medium | Active management costs are higher than passive alternatives. |
| Liquidity | Medium | Lower trading volume compared to industry giants can affect exit costs during stress. |
| Business/sector quality | Low | The fund focuses on large-cap, typically high-quality businesses. |
Risk Analysis
Volatility
BLUC shows moderate volatility consistent with the large-cap equity universe, with active management potentially smoothing some fluctuations.
Market Risk
The fund is inherently tied to the performance of the US economy and large-cap stock market, carrying standard systemic risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities | 95 | This provides core exposure to established US companies which act as the primary engine for the fund's growth. |
| Cash/collateral | Cash and Equivalents | 5 | The fund maintains a small cash position for tactical deployment and to manage daily liquidity needs. |
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 4.66% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| 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) | $366.63M |
| Issuer | Bluemonte Funds |
| Expense Ratio | 0.23% |
| Distribution Yield | 0.61% |
| Inception | Jun 20, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | +12.23% |
| 1 Year | +15.64% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.83% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 51.73% |
| Large Cap | 30.44% |
| Mid Cap | 16.35% |
| Small Cap | 0.50% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 44.97% |
| Communication Services | 11.23% |
| Financial Services | 9.41% |
| Consumer Cyclicals | 9.40% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.78x |
| Portfolio P/B | 5.34x |
| Portfolio P/S | 3.97x |
Top Holdings
| Holding | Weight |
|---|---|
| SPDR Russell 1000 ETF | 39.83% |
| Vanguard Index Funds - Vanguard Growth ETF | 34.80% |
| iShares Morningstar U.S. Equity ETF | 19.71% |
| Vanguard Index Funds - Vanguard Value ETF | 4.84% |
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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