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AXS Knowledge Leaders ETF(KNO)
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 KNO
10/28/2026: KNO (2-star) is currently NOT-A-BUY. Pass it for now.
AXS Knowledge Leaders ETF (KNO) provides exposure to global companies that allocate significant capital to R&D and brand development, identifying them as 'Knowledge Leaders' expected to drive long-term value. The fund's primary strengths lie in its differentiated, actively managed strategy that moves beyond traditional market-cap weighting to emphasize intangible capital. It is best used as a satellite or thematic growth component in a broader investment portfolio. Investors should be aware of risks including higher expense ratios, lower liquidity compared to massive benchmarks, and heightened sensitivity to interest rates. It is most suitable for long-term investors comfortable with growth-style volatility and active management, who should monitor the ongoing efficacy of the fund's R&D-based selection process.
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 high-growth firms that reinvest heavily in their own competitive future. |
| Momentum investor | Mixed fit | While it captures innovators, the strategy is based on fundamental R&D metrics rather than purely price-based momentum. |
| Value investor | Weak fit | The fund prioritizes growth investment over current earnings or low valuation multiples. |
| Dividend/Income investor | Weak fit | KNO's strategy favors companies reinvesting cash, which typically results in lower dividend yields. |
| Low-risk investor | Weak fit | The fund's focus on innovation and R&D-heavy companies generally entails higher volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking exposure to companies that reinvest in their own growth, who are willing to accept active management risk and higher fees.
Suitability
Best suited for long-term investors looking to complement a core index portfolio with a growth-tilted, factor-based strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth-oriented equity portfolios tend to experience wider price swings than broad market indices. |
| Market risk | Medium / high | The fund is exposed to systemic equity market downturns which disproportionately affect growth stocks. |
| Concentration | Medium | The fund's specific factor focus may lead to overweighting certain sectors like technology or healthcare. |
| Tracking/expense | Medium | Active management and the specific strategy result in a higher expense ratio than passive broad-market ETFs. |
| Liquidity | Medium | Lower trading volumes can make it more costly to trade in and out of the position compared to massive ETFs. |
| Business/sector quality | Low | The strategy seeks high-quality innovators, which helps mitigate some business-model risks. |
Risk Analysis
Volatility
KNO exhibits higher-than-average volatility due to its concentration in growth-oriented companies and innovation-heavy sectors.
Market Risk
The fund is subject to systemic market risk, with specific sensitivity to macro factors that impact growth-stock valuations, such as interest rates.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equities | 65 | The portfolio is heavily tilted toward US-based companies that prioritize heavy R&D and intangible capital investment. |
| Geography | Developed International Equities | 30 | International exposure provides geographic diversification among global leaders in innovation and brand development. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash reserves are held for liquidity and day-to-day fund 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 22.38% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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