Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Democratic Large Cap Core ETF(DEMZ)
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 DEMZ
10/28/2026: DEMZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Democratic Large Cap Core ETF (DEMZ) provides exposure to large-capitalization US companies that are filtered based on their employees' and PACs' political contributions to Democratic candidates. While it offers a unique tool for values-based investing, it is a niche fund with higher fees and lower liquidity than standard, low-cost S&P 500 ETFs. Investors should consider it as a thematic satellite position rather than a core replacement for broad-market indices. Key risks include its specific concentration methodology and the potential for tracking error against the general market. It is best suited for long-term investors who prioritize political alignment as a component of their investment strategy.
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 | While it holds large-cap growth stocks, the political screening criteria may restrict access to high-growth firms that do not meet the contribution requirements. |
| Momentum investor | Mixed fit | Momentum investors may find the fund's restricted universe limits their ability to capture broader market-wide momentum trends. |
| Value investor | Mixed fit | The fund's composition is not strictly value-oriented and is driven more by political metrics than fundamental valuation. |
| Dividend/Income investor | Weak fit | The fund's primary objective is capital appreciation rather than high dividend yield, making it less suitable for income-focused portfolios. |
| Low-risk investor | Weak fit | As an equity-heavy fund, it is subject to standard market volatility and concentration risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a socially conscious individual who prioritizes political and social values in their portfolio alongside long-term capital growth.
Suitability
DEMZ is best suited for long-term investors looking to express their values through a core equity holding, rather than for active traders or those seeking the absolute lowest-cost market exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, its value will fluctuate based on overall stock market performance. |
| Market risk | Medium | Broad economic downturns will negatively impact the large-cap companies held in the portfolio. |
| Concentration | High | The screening process can lead to an underweighting or overweighting of specific sectors, increasing concentration risk compared to a standard S&P 500 index. |
| Tracking/expense | Medium / high | The fund's active management and specific methodology result in higher fees and potential for deviations from standard market benchmarks. |
| Liquidity | Medium / high | Lower trading volumes make it more difficult to enter or exit large positions without affecting the share price. |
| Business/sector quality | Medium | Company inclusion is based on political contributions rather than strictly on business quality or performance metrics. |
Risk Analysis
Volatility
The fund's volatility is consistent with that of the broad US large-cap equity market, though it can be amplified by concentration in specific sectors that align with the political criteria.
Market Risk
The fund is fully exposed to systematic risks inherent in the US equity market, including interest rate changes, inflationary pressure, and economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | The fund focuses on large, established US companies that align with specific political contribution criteria. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion is held in cash to manage daily liquidity and fund operations. |
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 51.68% | Avg. Invested days 90 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.