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- Upturn Summary
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Upturn AI Summary
Counterpoint Quantitative Equity ETF(CPAI)
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 CPAI
10/13/2026: CPAI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CPAI is an actively managed ETF that uses a quantitative, multi-factor model to select U.S. equities, aiming for capital appreciation beyond passive market returns. Its strengths include a disciplined, emotion-free investment process and a focus on proven equity factors like quality and momentum. The fund is designed for investors seeking a systematic, active strategy to complement a broader portfolio. Primary risks involve the potential for model underperformance during style shifts, higher expense ratios compared to passive funds, and liquidity constraints. It is most suitable for long-term, factor-aware investors who can withstand periods where the quantitative model may lag broad market 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 | Mixed fit | The fund may capture growth, but its multi-factor mandate prioritizes risk-adjusted returns over pure growth acceleration. |
| Momentum investor | Strong fit while signal remains positive | The quantitative strategy is well-suited for momentum-based allocation when the underlying factors show a positive trend. |
| Value investor | Mixed fit | While the strategy incorporates value, it is not a pure-play value fund, making it a partial fit for dedicated value seekers. |
| Dividend/Income investor | Weak fit | CPAI is primarily focused on capital appreciation rather than generating consistent dividend income. |
| Low-risk investor | Weak fit | As an active equity fund, it carries inherent market volatility that exceeds the tolerance of conservative, low-risk investors. |
Investor Profile
Ideal Investor Profile
The ideal investor for CPAI is a growth-oriented or factor-focused investor looking for systematic, active equity exposure in a portfolio that already has a core passive component.
Suitability
CPAI is best suited for long-term investors who believe in the systematic, quantitative approach and have a horizon that allows for periods of factor underperformance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity-market exposure inherently subjects the fund to price fluctuations that can be significant. |
| Market risk | High | The fund is fully exposed to systemic equity market downturns. |
| Concentration | Medium | The quantitative selection model may result in periodic concentration in certain sectors or factors. |
| Tracking/expense | Medium | Higher active management fees compared to passive ETFs can impact long-term net returns. |
| Liquidity | Medium | Lower trading volume compared to major ETFs may increase transaction costs during volatile periods. |
| Business/sector quality | Low | The model's quality filters generally favor companies with stronger fundamentals, reducing exposure to poor-quality businesses. |
Risk Analysis
Volatility
CPAI exhibits moderate volatility consistent with its U.S. equity allocation, though its quantitative overlay aims to reduce extreme drawdowns.
Market Risk
As an equity ETF, CPAI faces high market risk, primarily linked to macroeconomic factors, interest rates, and systemic market sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 70 | The fund primarily holds large-cap U.S. companies selected via quantitative screening to provide core equity exposure. |
| Market capitalization | U.S. Mid/Small-Cap Equities | 25 | Exposure to mid and small-cap stocks allows the strategy to capture potential alpha outside of the largest market constituents. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash position is maintained for liquidity requirements and daily operational flexibility. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 34.18% | Avg. Invested days 81 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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