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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
10/28/2026: CLCV (2-star) is currently NOT-A-BUY. Pass it for now.
CLCV is an actively managed ETF that offers exposure to a diversified portfolio of US equities while applying a rigorous faith-based screening process. Its primary strength lies in its commitment to values-based investing, managed by an experienced firm that combines fundamental research with social/religious filters. The fund serves as a core equity holding for investors who want to align their financial goals with their principles. Key risks include sector concentration, potential tracking error, and general equity market volatility. It is best suited for long-term investors who prioritize value alignment alongside capital appreciation and are willing to accept the characteristics of an active, screened portfolio.
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 seeks long-term capital appreciation, though it may be restricted by its investment universe. |
| Momentum investor | Weak fit | Active management and sector screens may limit the fund's ability to capitalize on pure momentum-driven market trends. |
| Value investor | Strong fit | The fundamental research approach is well-suited for investors who prioritize company quality and valuation. |
| Dividend/Income investor | Mixed fit | Income potential depends on the dividend characteristics of the screened holdings rather than a primary income focus. |
| Low-risk investor | Medium | Equity market volatility remains a primary risk, even within the screened portfolio. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital growth who prioritize values-based screening and are comfortable with active management.
Suitability
Best for long-term investors looking to build an equity portfolio aligned with their personal convictions.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity exposure inherently carries market volatility risks. |
| Market risk | High | General market downturns will negatively impact the fund's net asset value. |
| Concentration | Medium | The values-based screening process may lead to sector concentration that differs from the broad market. |
| Tracking/expense | Low | Active management naturally involves some tracking error relative to broad indices. |
| Liquidity | Medium | Lower trading volumes for specialized ETFs can lead to higher transaction costs during market volatility. |
| Business/sector quality | Low | Rigorous fundamental screening helps filter for higher-quality business models. |
Risk Analysis
Volatility
CLCV exhibits volatility comparable to broad US large-cap equity markets, though occasionally higher due to concentrated sector exposure.
Market Risk
The fund is subject to systematic market risk, where broad economic factors, interest rates, and geopolitical events drive overall performance.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 85 | The fund primarily holds large, established US companies that meet specific fundamental and values-based criteria. |
| Market capitalization | US Mid-Cap Equities | 10 | Smaller mid-cap exposure provides additional growth potential beyond large-cap holdings. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for liquidity management and operational requirements. |
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 10/28/2026 |
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