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Upturn AI SWOT - About
BrandywineGLOBAL - Dynamic US Large Cap Value ETF (DVAL)
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Upturn Advisory Summary
08/14/2025: DVAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.91% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 11.87 - 14.65 | Updated Date 06/29/2025 |
52 Weeks Range 11.87 - 14.65 | Updated Date 06/29/2025 |
Upturn AI SWOT
BrandywineGLOBAL - Dynamic US Large Cap Value ETF
ETF Overview
Overview
The BrandywineGLOBAL - Dynamic US Large Cap Value ETF (BLV) is an actively managed ETF focusing on large-cap U.S. value stocks. It aims to provide long-term capital appreciation by dynamically selecting undervalued companies with sound financials and growth potential.
Reputation and Reliability
Brandywine Global Investment Management is a well-regarded investment firm known for its global value investment approach.
Management Expertise
The management team has extensive experience in value investing and active portfolio management, leveraging a research-driven approach to identify opportunities.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF is actively managed, employing a dynamic value investment strategy.
Composition Primarily invests in U.S. large-cap stocks identified as undervalued based on fundamental analysis.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- VTV
- IVE
- IWD
Competitive Landscape
The large-cap value ETF market is highly competitive, with several established players. BLV's active management and dynamic approach differentiate it from passive index trackers. The disadvantage is higher expense ratio and reliance on manager's skill.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume is relatively low, which may impact ease of entry and exit.
Bid-Ask Spread
The bid-ask spread can vary depending on trading volume and market conditions and may impact returns.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector valuations influence the performance of large-cap value stocks. Value investing strategies can perform better during periods of rising interest rates or economic recovery.
Growth Trajectory
Growth trajectory will depend on the fund manager's selection of value stocks and their performance in the market over time, as the fund is actively managed.
Moat and Competitive Advantages
Competitive Edge
BLV's competitive advantage lies in its active management and dynamic approach to selecting undervalued large-cap stocks. The fund leverages the expertise of Brandywine Global's investment team to identify opportunities that passive index funds may miss. This approach allows for greater flexibility in navigating market cycles and potentially generating alpha. However, active management also comes with the risk of underperformance relative to the benchmark.
Risk Analysis
Volatility
Data unavailable.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of its holdings due to economic downturns, industry-specific factors, or company-specific events.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is looking for long-term capital appreciation by investing in large-cap value stocks and is willing to accept the risks associated with active management.
Market Risk
Suitable for long-term investors seeking value exposure and potential for outperformance through active management.
Summary
The BrandywineGLOBAL - Dynamic US Large Cap Value ETF (BLV) is an actively managed fund that invests in undervalued U.S. large-cap stocks with the goal of long-term capital appreciation. The fund's active management strategy and dynamic approach to stock selection differentiate it from passive ETFs. However, its success depends on the manager's ability to identify undervalued stocks. The expense ratio is higher than passive funds, which is a factor to consider. Investors should carefully assess their risk tolerance and investment goals before investing in BLV.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Brandywine Global Investment Management website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may not be available or current.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BrandywineGLOBAL - Dynamic US Large Cap Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will only invest in U.S. traded companies, which may include companies incorporated outside the U.S. which conduct a significant portion of their activities in the U.S. and are considered U.S. companies in the Russell U.S. indices. In addition, under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or other instruments with similar economic characteristics. The fund may have significant positions in particular sectors from time to time.
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.