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- Upturn Summary
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Upturn AI Summary
The Advisors’ Inner Circle Fund(LSVD)
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 LSVD
10/28/2026: LSVD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
LSVD provides focused exposure to undervalued, high-quality US equities using a disciplined quantitative strategy managed by LSV Asset Management. Its primary strengths lie in its systematic approach to avoiding value traps and the experienced management team, making it a viable alternative to purely passive value indices. It serves as a tactical or strategic value sleeve within a diversified portfolio. Investors must be aware of risks including sector concentration, potential for prolonged underperformance during growth rallies, and higher management fees compared to passive ETFs. It is best suited for long-term investors seeking consistent, factor-based exposure to value stocks while monitoring market-wide sentiment shifts.
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's focus on undervalued stocks often leads it to underperform during periods of strong growth-stock momentum. |
| Momentum investor | Mixed fit | Momentum investors may find entry points when the value factor exhibits strong market leadership, provided the signal remains positive. |
| Value investor | Strong fit | The fund is specifically designed to satisfy a value-focused investment mandate through disciplined factor selection. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than pure income generation. |
| Low-risk investor | Medium fit | The fund’s focus on value typically offers lower volatility than pure growth funds, but it remains fully exposed to equity market risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for systematic, quantitative value exposure who is willing to accept active management fees and tracking error relative to broad market indices.
Suitability
The fund is best suited for long-term investors aiming to diversify a portfolio with a value-factor tilt rather than for active short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-heavy fund, investors should expect fluctuations in line with the broader stock market. |
| Market risk | High | The fund is inherently tied to the performance of the US equity markets. |
| Concentration | Medium | Active selection may lead to sector or stock tilts that differ significantly from a broad market index. |
| Tracking/expense | Medium | Active management costs and the lack of a rigid benchmark index introduce active risk relative to passive alternatives. |
| Liquidity | Medium | Lower trading volume compared to industry giants can lead to wider execution spreads for large orders. |
| Business/sector quality | Medium | Value investing involves buying companies with potential business challenges, which carries inherent fundamental risk. |
Risk Analysis
Volatility
LSVD exhibits standard equity-market volatility, though its value-tilt may moderate drawdowns during growth-sector crashes.
Market Risk
The fund is susceptible to systematic market risk and sector-specific downturns within the value universe.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 65 | The fund primarily invests in established large-cap companies that are currently undervalued by the market. |
| Market capitalization | Mid-Cap Equities | 25 | Mid-cap exposure provides growth potential while maintaining a focus on deep-value characteristics. |
| Cash/collateral | 10 | A small cash position is maintained for liquidity and to facilitate tactical adjustments in the portfolio. |
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 24.81% | Avg. Invested days 91 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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