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- Upturn Summary
- Fund Details
Upturn AI Summary
American Century Focused Large Cap Value ETF(FLV)
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 FLV
11/06/2026: FLV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
FLV is an actively managed ETF providing focused exposure to U.S. large-cap value stocks. It seeks to generate alpha by holding a high-conviction portfolio of 40-50 companies, distinguishing it from broad, passive index-tracking alternatives. Its main strengths include the potential for superior stock selection and a disciplined value-focused strategy, though investors should be mindful of the concentration risk and the higher expense ratio relative to passive options. The fund is ideal for long-term investors seeking active management in the value space and should be monitored for manager performance and sector-specific trends.
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 metrics is often antithetical to growth-oriented strategies. |
| Momentum investor | Mixed fit | Momentum investors may find limited utility unless the value-heavy holdings are currently experiencing upward price trends. |
| Value investor | Strong fit | This fund is specifically designed for investors seeking discounted, fundamentally strong large-cap equities. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund's primary goal is capital appreciation rather than high current income. |
| Low-risk investor | Mixed fit | While value stocks are generally perceived as lower risk than growth stocks, the fund's concentrated nature increases idiosyncratic volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking active, fundamental-based exposure to the large-cap value sector who are comfortable with the risks of concentration.
Suitability
Best suited for long-term investors who believe in the potential for skilled active managers to beat the market and are willing to accept higher concentration risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated portfolio means that poor performance in a few key holdings can significantly impact total returns. |
| Market risk | Medium / high | As an equity fund, it is subject to broad market declines and systemic economic risks. |
| Concentration | High | Holding only 40-50 stocks increases the impact of individual company failures on the overall fund performance. |
| Tracking/expense | Medium | Active management entails higher expenses and the risk of underperforming the benchmark. |
| Liquidity | Low | The fund may experience wider bid-ask spreads than larger, more liquid passive ETFs. |
| Business/sector quality | Medium | The fund's success depends on the managers' ability to correctly evaluate the fundamental quality of the selected value stocks. |
Risk Analysis
Volatility
FLV exhibits higher volatility than broad market indices due to its focused, concentrated portfolio of 40-50 stocks.
Market Risk
As a large-cap equity fund, it is primarily exposed to equity market risk and sector-specific downturns that impact value stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98.5 | The fund focuses on established, large-sized companies that are believed to be trading at a discount to their fundamental value. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage liquidity and facilitate daily operations. |
Analysis of Past Performance
Type ETF | Historic Profit 18.45% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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