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
Impact Shares NAACP Minority Empowerment ETF(NACP)
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 NACP
10/28/2026: NACP (2-star) is a SELL. SELL for 4 days. Simulated Profits (-2.40%). Updated daily EoD!
NACP provides exposure to U.S. large-cap companies that prioritize racial and ethnic diversity, guided by the Morningstar Minority Empowerment Index. Its main strengths include a unique mission-driven mandate and a philanthropic structure where fees support the NAACP. The fund is designed for long-term, impact-oriented investors rather than active traders. Primary risks include higher-than-average expense ratios, limited liquidity compared to massive index funds, and potential concentration in specific industries. Investors should monitor corporate DEI trends and the ongoing performance of the underlying ESG-screened index.
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 portfolio is primarily large-cap focused, offering standard growth potential aligned with broad U.S. market trends. |
| Momentum investor | Weak fit | The fund's focus on long-term social impact screens does not prioritize the short-term price trends often sought by momentum investors. |
| Value investor | Mixed fit | As a large-cap fund, it may contain value components, but its primary filter is diversity rather than traditional valuation metrics. |
| Dividend/Income investor | Mixed fit | The ETF holds dividend-paying large-cap stocks, though it is not specifically managed as an income-generating product. |
| Low-risk investor | Weak fit | Like most diversified equity ETFs, it is subject to market volatility and is not designed for capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is a socially conscious, long-term retail or institutional participant who prioritizes social impact alongside financial returns.
Suitability
It is best suited for long-term passive investors who want to align their portfolios with diversity and inclusion values.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are inherently subject to market fluctuations. |
| Market risk | Medium / high | The fund will perform in accordance with general movements in the U.S. large-cap equity market. |
| Concentration | Medium | The focus on specific ESG criteria may lead to sector biases that differ from the broad market. |
| Tracking/expense | Medium | The 0.75% expense ratio is higher than many passive, broad-market index funds. |
| Liquidity | Medium | Lower average daily volume compared to major ETFs may lead to wider bid-ask spreads during periods of stress. |
| Business/sector quality | Low | The holdings consist of large-cap companies that generally exhibit strong financial stability. |
Risk Analysis
Volatility
NACP maintains volatility typical of large-cap U.S. equity funds, tracking closely with the broader market indexes.
Market Risk
The fund is subject to systemic risk inherent in U.S. equities, including economic cycles, interest rate changes, and inflationary pressures.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98.5 | The fund focuses on established U.S. companies that are leaders in workplace diversity and minority representation. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Minor cash holdings are maintained for liquidity and to cover fund expenses. |
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 32.76% | Avg. Invested days 69 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| 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.