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- Upturn Summary
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Upturn AI Summary
Advisor Managed Portfolios(MVPA)
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 MVPA
11/06/2026: MVPA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
MVPA is an actively managed ETF providing exposure to a portfolio of US equity securities selected by professional managers. Its core strength lies in its potential to outperform passive benchmarks through active research and sector allocation. The fund is designed for investors seeking capital appreciation who are comfortable with the inherent risks of active equity management, including higher fees and potential performance deviations from the broader market. Key risks include market volatility, concentration risk, and the ongoing shift toward low-cost passive alternatives. Investors should monitor the fund’s performance relative to its peers and the stability of its management team over time.
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 | Mixed fit | While active management can capture momentum, the fund's underlying strategy may prioritize fundamentals over purely technical price trends. |
| Value investor | Mixed fit | The suitability for value investors depends on the specific holdings chosen by the manager at any given time. |
| Dividend/Income investor | Weak fit | The fund's primary focus on capital growth usually results in lower yields compared to dedicated income ETFs. |
| Low-risk investor | Weak fit | The inherent volatility of an equity-focused, active fund is generally unsuitable for low-risk, capital-preservation goals. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant who believes in the potential of active management to beat the market and is willing to accept higher costs for that opportunity.
Suitability
MVPA is best suited for long-term investors looking to complement a passive core portfolio with an active, high-conviction strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to market price fluctuations that can lead to short-term losses. |
| Market risk | High | The fund is subject to systemic risks that affect the broader US equity market. |
| Concentration | Medium | Active strategies may result in overweight positions in certain sectors or stocks, increasing specific company risk. |
| Tracking/expense | Low | As an active fund, tracking error is expected, and higher management fees compared to passive funds can impact net returns. |
| Liquidity | Medium | Lower trading volumes relative to massive passive ETFs can lead to wider spreads during periods of market stress. |
| Business/sector quality | Medium | The fund's performance is tied to the underlying business quality of the equities held within the portfolio. |
Risk Analysis
Volatility
MVPA exhibits historical volatility typical of actively managed, concentrated large-cap equity portfolios.
Market Risk
The primary risk is the systematic decline of the US equity market, which would negatively impact the portfolio regardless of stock selection.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 95 | This core equity exposure drives the majority of the fund's return potential through broad participation in the US market. |
| Cash/collateral | Cash and Cash Equivalents | 5 | The residual cash position provides liquidity for daily operations and tactical portfolio adjustments. |
Analysis of Past Performance
Type ETF | Historic Profit 2.15% | Avg. Invested days 37 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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