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KFA Value Line Dynamic Core Equity Index ETF(KVLE)
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 KVLE
11/13/2026: KVLE (3-star) is currently NOT-A-BUY. Pass it for now.
KVLE is an actively managed ETF that targets U.S. large-cap equities using the proprietary Value Line Timeliness Ranking System to dynamically adjust its portfolio. It provides investors with a systematic, factor-based approach to seeking market outperformance, which distinguishes it from passive index trackers. The fund is best suited for long-term investors comfortable with the potential for active management costs and tracking error in exchange for potential alpha. Key risks include reliance on the predictive accuracy of the Value Line model and exposure to broad U.S. equity market downturns. Investors should monitor the fund’s performance relative to its benchmark and ensure the strategy aligns with their overall risk tolerance and investment objectives.
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 focuses on timeliness and potential price appreciation, which may align with growth-oriented goals. |
| Momentum investor | Strong fit while signal remains positive | The Value Line methodology naturally incorporates elements of momentum, making it suitable when the signal is positive. |
| Value investor | Strong fit | Value Line is fundamentally rooted in value and quality assessments, appealing directly to value-conscious investors. |
| Dividend/Income investor | Weak fit | The fund prioritizes total return and timeliness over specific dividend income generation. |
| Low-risk investor | Weak fit | As an active equity ETF, it carries the inherent volatility of the U.S. stock market. |
Investor Profile
Ideal Investor Profile
Investors seeking systematic, active equity exposure who value the historical rigor of the Value Line methodology.
Suitability
Best for long-term investors looking for a differentiated core or satellite holding that seeks to beat the market through data-driven selection.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-based fund, it will experience price fluctuations consistent with the broader stock market. |
| Market risk | High | The fund is fully exposed to systemic market risks impacting U.S. large-cap equities. |
| Concentration | Medium | Active selection may lead to sector or stock weightings that differ significantly from a neutral market index. |
| Tracking/expense | Medium | Active management costs and potential tracking error against benchmarks may impact net returns. |
| Liquidity | Medium | Lower trading volumes compared to major indices can lead to wider bid-ask spreads during market stress. |
| Business/sector quality | Medium | Success relies on the ongoing effectiveness of the Value Line proprietary ranking model. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
KVLE exhibits market-level volatility, potentially amplified by the active turnover of its holdings based on ranking signals.
Market Risk
The fund is fully exposed to systematic risks inherent in the U.S. equity market, including macroeconomic and interest rate shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98.5 | The portfolio is concentrated in large, established U.S. companies selected via the Value Line ranking system. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the fund is held in cash to manage daily inflows, outflows, and operational requirements. |
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 22.32% | Avg. Invested days 60 | Today’s Advisory PASS |
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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