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Upturn AI Summary
iShares U.S. Equity Factor Rotation Active ETF(DYNF)
Top performer 
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 DYNF
09/25/2026: DYNF (5-star) is a STRONG-BUY. BUY for 114 days. Simulated Profits (11.76%). Updated daily EoD!
DYNF is an actively managed ETF that seeks to capture market outperformance by dynamically rotating across key investment factors like value, momentum, and quality. It leverages BlackRock’s quantitative expertise to adjust the portfolio's factor tilts based on changing market conditions, providing a sophisticated, all-in-one equity strategy. Its main strengths include low costs, institutional-grade management, and the elimination of the need for investors to manually time style rotations. While highly versatile, investors should be aware that the fund’s performance is tethered to the accuracy of its internal model and the broad health of the U.S. equity market. It is an excellent fit for long-term investors looking for a systematic, research-backed alternative to passive core equity holdings.
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 fund actively tilts toward factors that capture market growth when economic conditions support them. |
| Momentum investor | Strong fit while signal remains positive | The fund incorporates momentum as a key factor in its rotation strategy during upward trending markets. |
| Value investor | Mixed fit | Value is only one of several factors the fund rotates into, meaning it may not always provide pure value exposure. |
| Dividend/Income investor | Weak fit | The fund prioritizes total return and factor rotation over specific dividend yield objectives. |
| Low-risk investor | Mixed fit | While the fund can rotate into lower-volatility factors, it remains an equity-based product with inherent market risk. |
Investor Profile
Ideal Investor Profile
Investors seeking core U.S. equity exposure with an active management overlay to navigate style rotations.
Suitability
Best suited for long-term investors who want to delegate factor timing to a quantitative model rather than trading styles themselves.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it will experience price fluctuations in line with the broader U.S. stock market. |
| Market risk | Medium / high | The fund is fully invested in equities and is subject to systemic market declines. |
| Concentration | Medium | Active factor tilts may lead to temporary over-weighting in certain sectors or investment styles. |
| Tracking/expense | Low | The low expense ratio minimizes the impact of management costs on long-term net returns. |
| Liquidity | Low | The underlying assets are primarily large-cap stocks, ensuring high liquidity for standard trade sizes. |
| Business/sector quality | Medium | The strategy relies on the effectiveness of the quantitative model to select quality business factors. |
Risk Analysis
Volatility
DYNF exhibits volatility profiles consistent with the U.S. large-cap equity market, occasionally dampened by quality-factor tilts.
Market Risk
The fund is subject to systemic equity risk and does not hedge against market-wide downturns, only rotates within equity segments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 85 | The fund primarily holds large, established U.S. companies to maintain core market exposure. |
| Market capitalization | Mid-Cap U.S. Equities | 12 | Exposure to mid-sized companies provides additional growth potential beyond mega-cap stocks. |
| Cash/collateral | Cash and Cash Equivalents | 3 | A small cash buffer is maintained for daily liquidity and operational requirements. |
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 61.47% | Avg. Invested days 79 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $42.25B |
| Issuer | iShares |
| Expense Ratio | 0.3% |
| Distribution Yield | 0.78% |
| Inception | Mar 19, 2019 |
Performance
| Period | Total Return |
|---|---|
| YTD | +15.94% |
| 1 Year | +20.44% |
| 3 Year | +27.08% |
| 5 Year | +15.49% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12.57% |
| 3Y Volatility | 13.63% |
| 3Y Sharpe Ratio | 1.37 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 46.86% |
| Large Cap | 42.03% |
| Mid Cap | 10.32% |
| Small Cap | 0.68% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 40.86% |
| Financial Services | 13.89% |
| Communication Services | 10.19% |
| Industrials | 8.79% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 19.24x |
| Portfolio P/B | 4.3x |
| Portfolio P/S | 3.53x |
| Holdings Turnover | 1.18% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 8.30% |
| Apple | 7.79% |
| Microsoft | 4.77% |
| Amazon | 4.01% |
| JPMorgan Chase & | 3.29% |
Upturn AI Summary
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.
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