Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
MKAM ETF(MKAM)
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 MKAM
10/28/2026: MKAM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
MKAM is an actively managed ETF that provides exposure to U.S. equities with a focus on growth and fundamental quality. It aims to deliver outperformance through professional stock selection rather than passive index replication. Its main strengths include tactical agility and the potential to capture alpha, though it comes with higher expense ratios and lower liquidity compared to passive giants. The fund is best suited for growth-oriented investors who want active oversight, provided they monitor the management team's performance and the fund's overall expense profile.
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 focus on capital appreciation aligns well with growth-oriented investment goals. |
| Momentum investor | Strong fit while signal remains positive | The active selection process can capture market momentum when the underlying holdings are trending higher. |
| Value investor | Mixed fit | The fund's active strategy may focus on growth factors that occasionally overlook traditional value metrics. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over consistent income generation. |
| Low-risk investor | Weak fit | The active, concentrated nature of the fund introduces higher idiosyncratic risk compared to broad market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking active equity exposure, comfortable with slightly higher costs in exchange for the potential of outperformance.
Suitability
MKAM is best suited for long-term investors who incorporate active strategies into their core-satellite portfolio construction.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active management can lead to performance swings that differ significantly from the broader market. |
| Market risk | High | As an equity-heavy fund, it is fully exposed to systemic downturns in the U.S. stock market. |
| Concentration | Medium | The fund may hold fewer securities than broad index funds, increasing exposure to individual company results. |
| Tracking/expense | Medium | Higher expense ratios compared to passive funds create a performance hurdle that must be overcome by active stock picking. |
| Liquidity | Medium | Lower trading volumes may result in higher transaction costs for retail investors during market stress. |
| Business/sector quality | Medium | The success of the portfolio is dependent on the management team's ability to select high-quality companies. |
Risk Analysis
Volatility
The fund experiences volatility characteristic of its active U.S. equity mandate, often exceeding that of broad-market indices during sector-specific corrections.
Market Risk
As a pure equity vehicle, the primary risk is systematic market decline, though active selection may help mitigate specific company risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 65 | This exposure provides the primary engine for capital growth through established U.S. industry leaders. |
| Market capitalization | Mid-Cap U.S. Equities | 25 | Mid-cap holdings offer a balance of growth potential and fundamental stability. |
| Cash/collateral | 10 | This portion represents liquidity held to manage redemptions and tactical entry into new positions. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 22.01% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.