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Upturn AI Summary
Invesco S&P MidCap 400 GARP ETF(GRPM)
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 GRPM
10/28/2026: GRPM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
GRPM provides targeted exposure to mid-cap US equities selected through a 'Growth at a Reasonable Price' (GARP) filter. By balancing growth and valuation metrics, it seeks to offer a more disciplined alternative to market-cap-weighted indices. Its strengths include a systematic, rules-based approach and the institutional backing of Invesco, though it faces higher volatility and lower liquidity than broader benchmarks. It is best suited for long-term investors looking to tilt their mid-cap exposure toward quality and valuation, while remaining mindful of broader economic and interest-rate risks affecting the mid-cap sector.
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 specifically targets mid-cap companies with identified growth potential. |
| Momentum investor | Mixed fit | While it captures growth, it is not a pure momentum play and only fits well when the GARP factor is currently performing. |
| Value investor | Strong fit | The valuation-conscious component of its GARP strategy appeals to investors seeking growth at reasonable prices. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation rather than yield or income generation. |
| Low-risk investor | Weak fit | Mid-cap equities carry higher inherent volatility than large-cap or income-focused assets. |
Investor Profile
Ideal Investor Profile
Investors seeking systematic exposure to mid-cap growth stocks while maintaining a valuation cushion, who have a medium-to-long-term time horizon.
Suitability
Best suited for long-term investors looking to diversify a core portfolio with a specific mid-cap factor strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are historically more volatile than their large-cap counterparts. |
| Market risk | High | The fund is fully exposed to systemic market movements affecting the US equity market. |
| Concentration | Medium | While diversified across mid-caps, it may have sector tilts based on the GARP selection rules. |
| Tracking/expense | Low | Invesco is an experienced manager, keeping tracking error generally minimal. |
| Liquidity | Medium | Lower trading volume in mid-caps can affect execution prices compared to large-cap ETFs. |
| Business/sector quality | Medium | GARP screening attempts to filter for quality, though sector cyclicality remains a risk. |
Risk Analysis
Volatility
GRPM exhibits higher historical volatility than S&P 500 funds, typical of the mid-cap asset class.
Market Risk
The fund is subject to systemic equity market risk, specifically focusing on the mid-cap segment which is more sensitive to economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mid-Cap Equities | 98.5 | This provides diversified exposure to mid-sized US companies selected for their GARP characteristics. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash reserves are held for operational liquidity and trade settlement purposes. |
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 24.59% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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