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- Upturn Summary
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Upturn AI Summary
Distillate US Fundamental Stability & Value(DSTL)
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 DSTL
11/13/2026: DSTL (3-star) is a STRONG-BUY. BUY for 8 days. Simulated Profits (-0.34%). Updated daily EoD!
DSTL provides exposure to U.S. large-cap equities selected for balance sheet stability and value, seeking to mitigate risk through fundamental filtering. Its primary strengths lie in its disciplined, rules-based process and focus on high-quality companies, which can improve risk-adjusted outcomes over the long term. The fund serves as a robust 'quality-value' anchor in a portfolio, though it may lag during purely speculative market rallies. Investors should be mindful of its active management fee and the potential for temporary underperformance relative to broader market-cap indices. It is best suited for long-term, risk-conscious investors monitoring the fund's adherence to its fundamental 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 | The focus on value and quality may underperform during aggressive growth-led market rallies. |
| Momentum investor | Weak fit | The rules-based, fundamental approach does not explicitly track momentum signals. |
| Value investor | Strong fit | The fund is specifically designed to identify high-quality value opportunities using fundamental analysis. |
| Dividend/Income investor | Mixed fit | While it captures quality companies, it is not an income-dedicated or dividend-focused fund. |
| Low-risk investor | Strong fit while signal remains positive | The emphasis on balance sheet stability and quality helps mitigate downside risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, risk-aware individual who values fundamental strength and valuation discipline over chasing market momentum.
Suitability
DSTL is best suited for long-term investors seeking a core or satellite quality-value holding in a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The focus on large-cap, high-quality companies typically results in lower volatility than the broader market. |
| Market risk | Medium / high | Like all equity ETFs, DSTL is subject to broad market declines and systemic economic risks. |
| Concentration | Medium | The fund holds a diversified basket of stocks but excludes large swaths of the market based on its criteria. |
| Tracking/expense | Low | The 0.38% expense ratio is reasonable for an actively managed, factor-based strategy. |
| Liquidity | Low | High liquidity in underlying large-cap holdings ensures ease of trading for most investors. |
| Business/sector quality | Low / none | The strategy is designed to favor companies with high-quality business models, actively lowering this risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
DSTL exhibits moderate volatility, generally tracking the broader market but with potentially lower downside capture during market stress.
Market Risk
The fund is fully exposed to equity market risks; its quality bias does not immunize it from broad market declines.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98 | The fund focuses on established, large-scale U.S. companies that meet strict quality and valuation criteria. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is maintained for liquidity management and operational purposes. |
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 26.16% | Avg. Invested days 71 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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