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Upturn AI Summary
The 2023 ETF Series Trust(EAGL)
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 EAGL
11/06/2026: EAGL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
EAGL is an actively managed ETF providing exposure to a U.S.-focused equity portfolio through fundamental stock selection. Its primary strength lies in the flexibility of its management team to pivot holdings based on research, offering a departure from the rigidity of passive index tracking. It is best suited for long-term investors seeking active market participation rather than generic beta exposure. Key risks include higher expense ratios, liquidity considerations due to lower volume, and the inherent performance risk of active selection. Investors should monitor the fund's net performance relative to broad market benchmarks and the stability of the management team.
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 targets companies with fundamental growth potential. |
| Momentum investor | Strong fit while signal remains positive | Active selection may capture momentum trends when market conditions are favorable. |
| Value investor | Mixed fit | The fund may blend growth and value factors depending on the specific research outlook. |
| Dividend/Income investor | Weak fit | The strategy prioritizes capital appreciation over consistent dividend yield. |
| Low-risk investor | Weak fit | Active equity strategies inherently carry higher volatility than defensive or fixed-income portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking an active management approach to equity investing with a long-term time horizon.
Suitability
Best suited for long-term investors who believe in the ability of active managers to outperform passive benchmarks.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Equity investments are subject to significant price fluctuations based on market sentiment. |
| Market risk | High | The fund's performance is tied to the general direction of the U.S. equity market. |
| Concentration | Medium | Active strategies may hold fewer stocks than broad indices, increasing exposure to individual company results. |
| Tracking/expense | Medium | Higher expense ratios compared to passive funds can create a performance drag over long periods. |
| Liquidity | Medium | Lower average trading volume can increase costs for investors making large entries or exits. |
| Business/sector quality | Medium | The success of the fund depends on the quality and research accuracy of the investment management team. |
Risk Analysis
Volatility
EAGL exhibits standard equity market volatility, amplified by its active management decisions.
Market Risk
The fund is fully exposed to systematic equity risks and the performance of its underlying holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Diversified U.S. Equity Portfolio | 98 | This provides broad exposure to equity markets through a curated selection of growth-oriented companies. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Maintains minimal liquidity to manage daily redemptions and transaction costs. |
Analysis of Past Performance
Type ETF | Historic Profit -2.2% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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