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Upturn AI Summary
iShares U.S. Equity Factor ETF(LRGF)
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 LRGF
10/28/2026: LRGF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The iShares U.S. Equity Factor ETF (LRGF) offers diversified exposure to the U.S. equity market by screening for quality, value, momentum, and size factors. It is managed by BlackRock and stands out as a low-cost, systematic way to seek risk-adjusted outperformance compared to standard market-cap-weighted funds. Its primary role is to serve as a core equity holding, though investors should be prepared for tracking error during periods when factors are out of favor. It is best suited for long-term investors comfortable with a disciplined, quantitative approach to equity selection.
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 | While it includes growth-tilted components, its focus on value and quality may dampen performance during pure growth rallies. |
| Momentum investor | Strong fit while signal remains positive | The fund incorporates momentum as a primary screen, making it a suitable choice for capturing sustained trends. |
| Value investor | Strong fit while signal remains positive | Value is a core component of the fund's screening criteria, aligning well with value-conscious portfolios. |
| Dividend/Income investor | Mixed fit | The fund is not specifically designed for yield, though some holdings may pay dividends. |
| Low-risk investor | Medium fit | As an equity fund, it carries standard market risk, though factor diversification may provide slightly better stability than the broad market. |
Investor Profile
Ideal Investor Profile
Investors looking for a systematic, factor-based 'core' equity position to potentially improve risk-adjusted returns over time.
Suitability
Best suited for long-term, buy-and-hold investors who want to systematically tilt their US equity exposure toward quality, value, and momentum.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Factor-based strategies can exhibit different volatility profiles than broad benchmarks. |
| Market risk | High | As an equity-based fund, it remains fully exposed to systemic stock market declines. |
| Concentration | Low | The fund is well-diversified across many sectors and companies, limiting single-stock risk. |
| Tracking/expense | Low | The fund has a low expense ratio and generally efficient tracking of its index. |
| Liquidity | Low | The high liquidity of underlying large-cap stocks minimizes the impact of trading costs. |
| Business/sector quality | Medium | The quality screen explicitly selects for companies with stable balance sheets and earnings. |
Risk Analysis
Volatility
LRGF experiences volatility consistent with the broader equity market, though the quality and value screens often provide a slight dampening effect during downturns.
Market Risk
The fund is subject to systemic risks inherent in the US equity market, including macroeconomic instability, political risk, and market-wide sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap and Mid-Cap Equities | 98.5 | The portfolio provides broad diversified exposure to U.S. companies selected for specific fundamental factor characteristics. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash holdings are maintained for liquidity and to facilitate daily rebalancing or tracking adjustments. |
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 34.05% | Avg. Invested days 69 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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