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Upturn AI Summary
Dakota Active Equity ETF(DAK)
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 DAK
10/28/2026: DAK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Dakota Active Equity ETF (DAK) provides active exposure to a diversified basket of U.S. equities, focusing on fundamental analysis to drive capital appreciation. Its core strengths include an experienced management team and the agility to tilt the portfolio towards quality-focused securities, distinguishing it from passive index products. DAK is designed for long-term investors seeking alpha, though it carries inherent market and concentration risks typical of active equity funds. Investors should monitor the fund’s performance relative to its benchmarks and assess their own tolerance for the volatility associated with equity markets. It serves well as a core or satellite holding for growth-oriented portfolios.
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 focus on equity appreciation aligns well with growth-oriented investment goals. |
| Momentum investor | Mixed fit | Active management can capture momentum, though it is not a strictly rules-based momentum strategy. |
| Value investor | Strong fit while signal remains positive | Fundamental analysis often identifies undervalued companies, benefiting value-oriented investors when signals are positive. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than high current income generation. |
| Low-risk investor | Weak fit | As an active equity fund, it carries inherent market risk and volatility not suitable for strictly low-risk profiles. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term growth and believes in the potential of active management to outperform passive indices.
Suitability
DAK is best suited for long-term investors willing to tolerate market volatility in exchange for the potential of superior, actively managed returns.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to market fluctuations that can impact short-term returns. |
| Market risk | High | The fund is sensitive to systematic risks that affect the broader U.S. equity market. |
| Concentration | Medium | Active selection may lead to sector overweights that can amplify risk if those sectors underperform. |
| Tracking/expense | Low | Active management costs are higher than passive funds, which can impact long-term net performance. |
| Liquidity | Low | The underlying securities are generally liquid, minimizing structural liquidity risks. |
| Business/sector quality | Medium | The reliance on fundamental analysis makes the fund dependent on the quality of its stock selection decisions. |
Risk Analysis
Volatility
DAK exhibits moderate-to-high volatility consistent with its active U.S. equity mandate.
Market Risk
The fund is inherently exposed to equity risk, meaning its value fluctuates based on the performance of the U.S. stock market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 70 | Exposure to established, large-scale U.S. companies provides the core growth engine for the portfolio. |
| Market capitalization | U.S. Mid-Cap Equities | 25 | Mid-cap holdings offer potential for higher growth rates compared to larger, more mature companies. |
| Cash/collateral | Cash and Equivalents | 5 | A small cash allocation provides liquidity for portfolio rebalancing and opportunistic trades. |
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 6.94% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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