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BrandywineGLOBAL - Dynamic US Large Cap Value ETF(DVAL)
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 DVAL
11/03/2026: DVAL (3-star) is currently NOT-A-BUY. Pass it for now.
DVAL is an actively managed ETF providing exposure to US large-cap value stocks through a fundamentally driven selection process. Its main strengths include the potential for alpha generation and the expertise of Brandywine Global, which differentiates it from passive index alternatives. It is best used as a core or satellite holding for investors seeking a value tilt in their portfolio. Primary risks include market volatility, manager selection risk, and its higher expense ratio compared to passive competitors. Investors should monitor the fund’s performance relative to passive value benchmarks and ensure it aligns with their long-term investment horizon.
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 | Weak fit | The fund's focus on value typically runs counter to growth-oriented strategies. |
| Momentum investor | Mixed fit | Momentum may be secondary to value selection, making it conditional on current market signals. |
| Value investor | Strong fit | The fund is explicitly designed for investors seeking undervalued large-cap US equities. |
| Dividend/Income investor | Mixed fit | While value stocks often pay dividends, the primary goal is capital appreciation rather than income generation. |
| Low-risk investor | Medium | Equity market exposure inherently carries risk, though value stocks may exhibit different volatility profiles than growth stocks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for actively managed exposure to US large-cap value stocks who believes in the potential for active managers to beat the market.
Suitability
DVAL is best suited for long-term investors incorporating active, value-focused components into a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, DVAL is subject to market price fluctuations. |
| Market risk | Medium / high | Systemic market declines will impact the fund's value regardless of stock selection. |
| Concentration | Medium | The fund's active strategy may lead to sector or stock concentrations that differ from the broader market. |
| Tracking/expense | Medium | Higher management fees compared to passive funds create a performance hurdle. |
| Liquidity | Low | Lower average trading volume can lead to wider spreads during high market stress. |
| Business/sector quality | Medium | Undervalued stocks may sometimes be 'value traps' with deteriorating business fundamentals. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
DVAL carries medium volatility, reflective of the large-cap equity market, mitigated by the selection of value stocks that often show different defensive characteristics than high-growth names.
Market Risk
The fund is fully exposed to systemic US equity market risks; a general downturn in the S&P 500 or Russell 1000 indices will directly negatively impact the fund's net asset value.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 97 | The fund invests primarily in established, large-capitalization US companies identified as undervalued by the management team. |
| Cash/collateral | Cash and Cash Equivalents | 3 | Small allocation to cash maintained for liquidity and to facilitate active trading adjustments. |
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 28.96% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/03/2026 |
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