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Upturn AI Summary
CoreValues Alpha Greater China Growth ETF(CGRO)
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 CGRO
10/08/2026: CGRO (1-star) is currently NOT-A-BUY. Pass it for now.
CGRO offers actively managed exposure to growth-oriented equities within the Greater China region, utilizing a proprietary quantitative-fundamental model. Its core strengths include the potential to generate alpha through active selection and a focus on high-growth companies. It is best suited for long-term growth investors who understand the risks of emerging market concentration, regulatory intervention, and geopolitical uncertainty. Investors should monitor Chinese economic policy and US-China relations as primary catalysts, while being mindful of the fund's higher expense ratio and lower liquidity compared to passive index alternatives.
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 within the Greater China region. |
| Momentum investor | Strong fit while signal remains positive | The fund may benefit from momentum trends if its quantitative model captures emerging growth leaders. |
| Value investor | Mixed fit | While the strategy considers valuation, it is primarily growth-oriented rather than a pure deep-value play. |
| Dividend/Income investor | Weak fit | The focus on capital appreciation means dividend yield is not a primary objective of the portfolio. |
| Low-risk investor | Weak fit | Exposure to Chinese equities carries significant geopolitical and market-specific risks. |
Investor Profile
Ideal Investor Profile
Investors seeking high-growth potential in emerging markets who are comfortable with high volatility and regulatory risk.
Suitability
Best for long-term investors willing to allocate a portion of their portfolio to active, higher-risk, international growth strategies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The Chinese market is historically prone to sharp price swings. |
| Market risk | High | General market decline in China will negatively impact the fund's net asset value. |
| Concentration | Medium / high | The fund is geographically concentrated in a single, complex market. |
| Tracking/expense | Medium | The higher expense ratio requires the active manager to consistently outperform to justify costs. |
| Liquidity | Medium | Lower trading volume may make it harder to exit positions without impacting the price. |
| Business/sector quality | Medium / high | Regulatory changes can abruptly affect the business models of underlying holdings. |
Risk Analysis
Volatility
CGRO exhibits high historical volatility due to its concentration in the Greater China market and active strategy.
Market Risk
The fund is highly sensitive to regulatory, political, and economic developments within China.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Greater China Equities (China, Hong Kong, Taiwan) | 95 | This provides concentrated exposure to the economic growth of the Greater China region. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This represents liquidity held for operational needs and portfolio rebalancing. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -2.54% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.61M |
| Issuer | MSA Power Funds LLC |
| Expense Ratio | 0.75% |
| Distribution Yield | 26.37% |
| Inception | Oct 2, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | -28.01% |
| 1 Year | -37.24% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 21.06% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 55.66% |
| Large Cap | 30.53% |
| Mid Cap | 5.30% |
Top Sectors
| Sector | Weight |
|---|---|
| Consumer Cyclicals | 42.49% |
| Industrials | 16.36% |
| Technology | 15.44% |
| Communication Services | 12.38% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 15.29x |
| Portfolio P/B | 2.55x |
| Portfolio P/S | 1.32x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Alibaba Group Holding | 10.56% |
| WuXi AppTec | 8.32% |
| Tencent Holdings | 8.15% |
| Luckin Coffee | 8.12% |
| Anker Innovations Technology | 6.52% |
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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