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Upturn AI Summary
C1 Fund Inc.(CFND)
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 CFND
10/02/2026: CFND (1-star) is currently NOT-A-BUY. Pass it for now.
C1 Fund Inc. (CFND) is an actively managed ETF that seeks to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities. Its primary strength lies in the flexibility of its active management, which aims to outperform broad market indices through disciplined stock selection. Investors typically use this fund as a growth-oriented component within a broader portfolio. However, investors should be aware of risks including higher expense ratios compared to passive alternatives, potential manager underperformance, and market volatility inherent in equity investing. It is most suitable for long-term growth investors who are willing to monitor fund performance relative to its benchmarks.
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 focus on capital appreciation aligns well with growth-oriented investment goals. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may benefit when the fund's active strategy successfully captures upturns in its selected sectors. |
| Value investor | Mixed fit | While the fund prioritizes fundamental quality, it may not exclusively target deep-value stocks. |
| Dividend/Income investor | Weak fit | The fund's objective is primarily capital appreciation rather than consistent high-yield income generation. |
| Low-risk investor | Weak fit | The active nature of the fund and its equity focus inherently carry higher volatility than low-risk, defensive vehicles. |
Investor Profile
Ideal Investor Profile
The ideal investor is one who believes in active management and seeks capital growth, comfortable with higher fees in exchange for the potential of outperformance.
Suitability
CFND is best suited for long-term investors looking to complement a core portfolio with active strategies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The focus on active equity management can lead to price fluctuations exceeding those of broad indices. |
| Market risk | High | The fund remains fully exposed to broader systemic market risks affecting the equity asset class. |
| Concentration | Medium | Active selection may result in sector or style concentrations that deviate from the diversified market. |
| Tracking/expense | Medium | The expense ratio is higher than passive funds, creating a performance hurdle to beat the benchmark. |
| Liquidity | Medium | Lower average trading volume can increase transaction costs during periods of high market stress. |
| Business/sector quality | Medium | The fund's reliance on specific business selections introduces risks tied to the management team's judgment. |
Risk Analysis
Volatility
CFND historical volatility is tied to the equity markets, with additional swings possible due to concentrated active bets.
Market Risk
The fund is subject to systematic equity risk, economic downturns, and changes in corporate earnings outlooks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Diversified US Large-Cap Equities | 95 | This core equity exposure provides the primary engine for capital growth within the fund. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This liquidity buffer allows the manager to capitalize on market opportunities or manage redemption obligations. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Issuer | C1 Advisors LLC |
| Inception | Aug 7, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | -36.73% |
| 1 Year | -62.79% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12.38% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Portfolio Characteristics
| Metric | Value |
|---|
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.
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.
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