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Gotham 1000 Value ETF(GVLU)
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 GVLU
11/13/2026: GVLU (3-star) is a STRONG-BUY. BUY for 16 days. Simulated Profits (3.03%). Updated daily EoD!
The Gotham 1000 Value ETF (GVLU) offers investors access to a systematic, active investment strategy that targets 1000 undervalued US stocks. Managed by Gotham Asset Management, the fund utilizes a proprietary research process to identify companies trading below their intrinsic value. Its main strengths include professional, research-driven stock selection and broad diversification, though it carries a higher expense ratio than passive index alternatives. It is best suited for long-term investors looking for a value-oriented component in their portfolio. Investors should monitor market shifts between growth and value, as well as the fund's ability to maintain its edge against low-cost passive benchmarks.
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 focuses on value characteristics which often underperform during strong growth-led bull markets. |
| Momentum investor | Mixed fit | Momentum investors may find it inconsistent as the fund holds undervalued stocks that may not currently be trending upward. |
| Value investor | Strong fit | The systematic valuation process is specifically designed to identify and capitalize on underpriced opportunities. |
| Dividend/Income investor | Mixed fit | While it holds value stocks that often pay dividends, the fund's primary objective is capital appreciation, not income generation. |
| Low-risk investor | Mixed fit | The fund carries equity market risk and potential volatility inherent in active stock picking. |
Investor Profile
Ideal Investor Profile
Long-term investors who believe in fundamental value investing and want active management that seeks to outperform the passive market.
Suitability
Best for long-term investors; not ideal for day traders due to liquidity profiles and the long-term horizon of its investment strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity fund, it is subject to the inherent price swings of the stock market. |
| Market risk | Medium / high | The fund is sensitive to broad economic and market downturns. |
| Concentration | Low | The fund holds a large number of stocks (1000), reducing the impact of any single security failure. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives. |
| Liquidity | Medium | Lower trading volume compared to industry titans can lead to slightly wider bid-ask spreads during market stress. |
| Business/sector quality | Medium | The strategy may hold companies with structural challenges if the model identifies them as deep-value opportunities. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund exhibits moderate-to-high volatility consistent with the broader equity market and the nature of value factor investing.
Market Risk
Risks include exposure to systemic market declines, sector-specific downturns, and the risk that the value factor underperforms growth.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Broad US Equity Market (Large, Mid, Small-Cap) | 98 | The fund maintains a broad exposure to US stocks screened for value, ensuring diversification across the entire market capitalization spectrum. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of assets is held in cash to manage daily liquidity and operational needs. |
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 24.77% | Avg. Invested days 65 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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