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Upturn AI Summary
Northern Lights Fund Trust IV(FMCE)
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 FMCE
10/28/2026: FMCE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
FMCE is an ETF under Northern Lights Fund Trust IV that provides targeted exposure to specific market segments or factors. Its primary strength lies in offering a specialized investment thesis that differentiates it from broad-market funds, though this comes with higher concentration and liquidity risks. It is best used as a satellite holding to tilt a portfolio rather than a core investment. Investors should be mindful of the fund's expense ratio and the performance of its targeted theme. This fund is most appropriate for informed investors looking for specific sector exposure rather than passive index followers.
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 may offer growth potential if its underlying theme aligns with current market expansion trends. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find the fund useful when its sector or strategy exhibits relative strength in the market. |
| Value investor | Weak fit | Value investors may find the fund's concentration and specific focus misaligned with traditional valuation-based stock selection. |
| Dividend/Income investor | Weak fit | The fund is typically focused on capital appreciation rather than consistent income generation. |
| Low-risk investor | Weak fit | The fund's concentrated nature and potential for sector-specific volatility make it unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted thematic exposure who understands the associated risks of concentration and is willing to accept potential liquidity limitations.
Suitability
FMCE is generally best suited for long-term investors looking to tilt their portfolios toward specific themes, though it requires active monitoring of the underlying strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated nature of the fund can lead to price swings that exceed those of the broader market. |
| Market risk | Medium | The fund is subject to general equity market fluctuations that affect all stock-based investments. |
| Concentration | High | Focusing on a narrow strategy increases exposure to idiosyncratic risks within that segment. |
| Tracking/expense | Medium | Management and operational costs can drag on net performance compared to pure passive alternatives. |
| Liquidity | Medium / high | Lower trading volumes can make it difficult to execute large trades without impacting the share price. |
| Business/sector quality | Medium | The health of the specific sector targeted by the fund is a primary driver of investment outcomes. |
Risk Analysis
Volatility
The fund exhibits volatility levels aligned with its concentrated mandate, potentially exceeding that of the S&P 500.
Market Risk
Risks include systematic equity market exposure, sector-specific downturns, and the impact of interest rate changes on company valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Domestic Equities | 98 | The fund invests primarily in a diversified basket of domestic stocks to achieve its thematic or factor-based objective. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is maintained to manage liquidity and facilitate daily fund operations. |
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 6.99% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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