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- Upturn Summary
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Upturn AI Summary
Crossmark ETF Trust(CLCV)
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 CLCV
10/14/2026: CLCV (2-star) is currently NOT-A-BUY. Pass it for now.
CLCV is an actively managed ETF that offers exposure to U.S. equity markets while applying strict faith-based and ethical screens to its holdings. Its core strengths include professional management and a clear commitment to values-aligned investing, making it an excellent choice for investors prioritizing ethical consistency. The primary use case is as a long-term holding for investors who want to avoid specific industries while participating in equity growth. Key risks involve higher-than-average management fees and potential tracking error due to the restricted investable universe. Investors should monitor the fund’s performance relative to broader market benchmarks and evaluate whether the ethical mandate justifies the expense ratio.
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 | The fund focuses on capital appreciation, but sector constraints may limit participation in certain high-growth areas. |
| Momentum investor | Weak fit | As an actively managed, values-driven fund, it is not designed to capture short-term momentum or technical trends. |
| Value investor | Strong fit | The selection process often favors fundamentally sound companies, which can align well with value-oriented criteria. |
| Dividend/Income investor | Mixed fit | While some holdings pay dividends, the primary goal is growth, not systematic income generation. |
| Low-risk investor | Weak fit | As an equity-focused ETF, the fund is subject to significant market volatility regardless of its moral screens. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or institution seeking long-term growth while ensuring that their capital remains strictly aligned with faith-based or ethical moral standards.
Suitability
CLCV is best suited for long-term investors willing to pay a premium for values-alignment and who do not require the absolute lowest expense ratios.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to market fluctuations that can cause significant short-term price swings. |
| Market risk | High | The fund is directly exposed to systemic U.S. equity market risks. |
| Concentration | Medium | Faith-based screens can exclude entire industries, potentially reducing diversification. |
| Tracking/expense | Medium | Higher management fees compared to passive funds can impact total net returns over time. |
| Liquidity | Medium | Lower average daily volume compared to major benchmarks may lead to higher transaction costs. |
| Business/sector quality | Medium | Ethical constraints may prevent the fund from holding top performers in specific excluded sectors. |
Risk Analysis
Volatility
CLCV exhibits volatility consistent with the broader U.S. large-cap market, though sector exclusions may create periods of divergence.
Market Risk
The fund faces standard equity market risk, including economic downturns and systematic changes in interest rates.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Technology and Financials | 45 | These sectors often provide the core growth and stability components of the portfolio. |
| Sector | Healthcare and Industrials | 35 | These industries offer defensive qualities and exposure to essential services. |
| Sector | Consumer Staples and Discretionary | 15 | These holdings capture trends in consumer spending and household demand. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for liquidity and tactical rebalancing 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 11.2% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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