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- Upturn Summary
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Upturn AI Summary
Eventide International ETF(ESIM)
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 ESIM
10/28/2026: ESIM (2-star) is currently NOT-A-BUY. Pass it for now.
Eventide International ETF (ESIM) is an actively managed fund that provides exposure to international equities while applying a values-based, ethical screening process to company selection. Its main strength lies in its alignment with specific ethical principles, managed by an experienced team, which differentiates it from passive, broad-market index funds. It is designed for long-term investors seeking to integrate social values into their international portfolio allocation. The primary risks include typical international equity market volatility, currency fluctuations, and the potential for performance tracking differences compared to broad, non-screened benchmarks. Investors should monitor the fund's expense ratio and the performance of its active management strategy relative to cheaper passive alternatives.
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 fund focuses on long-term capital appreciation, though ethical screens may limit the investable universe compared to pure growth funds. |
| Momentum investor | Weak fit | Active, values-based management is generally not structured to capitalize on short-term price momentum. |
| Value investor | Mixed fit | The fund emphasizes business quality and ethical practices, which may or may not align with strict valuation-based buying criteria. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than high-yield income generation. |
| Low-risk investor | Weak fit | International equity exposure involves inherent market and currency risks unsuitable for conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant who prioritizes ethical alignment alongside global equity exposure.
Suitability
This ETF is best suited for long-term investors who hold core convictions regarding values-based investing, rather than active short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International stocks are subject to global economic and currency fluctuations that increase price variance. |
| Market risk | Medium / high | The fund is fully exposed to equity market downturns, as it maintains high invested positions. |
| Concentration | Medium | Active selection may lead to sector or geographic concentrations that differ from the broader market. |
| Tracking/expense | Medium | Higher management fees and active turnover can create a performance drag relative to passive funds. |
| Liquidity | Medium | Lower average volume can lead to wider spreads and difficulty executing large orders efficiently. |
| Business/sector quality | Low | Strict ethical screening intentionally limits the universe of companies, potentially excluding strong-performing but non-aligned businesses. |
Risk Analysis
Volatility
ESIM typically exhibits volatility consistent with international equity markets, which can be higher than diversified U.S. portfolios.
Market Risk
The primary risk is a broad decline in international equity values due to economic, political, or currency-related factors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Equities (Developed & Emerging) | 95 | The fund primarily holds international stocks, offering global diversification outside of the U.S. market. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small portion of the portfolio is held in cash to manage liquidity and facilitate daily operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 2.32% | Avg. Invested days 88 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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