Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
AGFiQ U.S. Market Neutral Anti-Beta Fund(BTAL)
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 BTAL
11/06/2026: BTAL (3-star) is a STRONG-BUY. BUY for 75 days. Simulated Profits (8.78%). Updated daily EoD!
BTAL provides a systematic, market-neutral investment strategy by going long on low-beta stocks and short on high-beta stocks, effectively removing broad equity market directional risk. Its primary strength lies in its ability to generate returns uncorrelated with traditional benchmarks, acting as a defensive stabilizer during market turbulence. It is best used as a tactical hedge or diversifier within a well-balanced portfolio. Investors must be aware of its higher expense ratio and the potential for underperformance during strong, high-beta driven bull markets. It is most suitable for experienced investors who understand the risks of long/short equity factor strategies.
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 | Weak fit | This fund is designed to hedge against market moves rather than capture growth-oriented market upside. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive, as momentum often cycles in and out of the high-beta stocks this fund shorts. |
| Value investor | Mixed fit | It offers exposure to factor-based returns that do not rely on traditional equity valuation metrics. |
| Dividend/Income investor | Weak fit | The fund is not structured to provide dividend income but rather to produce returns through relative equity performance. |
| Low-risk investor | Strong fit | The fund can act as a volatility dampener within a broader portfolio due to its market-neutral profile. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institutional allocator looking to hedge equity market beta or add uncorrelated returns to a portfolio.
Suitability
BTAL is best suited for long-term investors seeking portfolio diversification rather than active traders looking for speculative gains.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While designed to reduce market beta, the spread between low and high beta stocks can fluctuate significantly. |
| Market risk | Low / none | The fund is designed to be market-neutral, effectively removing systematic market direction risk. |
| Concentration | Medium | Exposure is concentrated within the factor of beta, which can move sharply against the fund under specific economic regimes. |
| Tracking/expense | Medium / high | The high expense ratio and costs associated with maintaining short positions are significant hurdles to net performance. |
| Liquidity | Medium | While the underlying stocks are liquid, the fund's niche nature may impact trading costs during liquidity crunches. |
| Business/sector quality | Low | The fund relies on quantitative factor signals rather than fundamental business quality. |
Risk Analysis
Volatility
BTAL’s historical volatility is lower than that of the broader equity market, reflecting its market-neutral mandate.
Market Risk
While systemic market risk is minimized, the fund remains exposed to factor-specific risk and the idiosyncratic risk of individual stock selection.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Investment factor | Long Low-Beta U.S. Equities | 50 | The fund holds a basket of stocks with low volatility relative to the market to serve as the primary long component. |
| Investment factor | Short High-Beta U.S. Equities | 50 | The fund shorts high-volatility stocks to hedge against market directional moves and capture the spread between low-beta and high-beta performance. |
Analysis of Past Performance
Type ETF | Historic Profit 9.3% | Avg. Invested days 61 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.