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Upturn AI Summary
iShares S&P 100 ETF(OEF)
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 OEF
10/26/2026: OEF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
OEF provides targeted exposure to the 100 largest and most established companies in the US, effectively capturing the performance of 'blue-chip' industry leaders. Its main strengths include high liquidity, management by BlackRock, and a focus on high-quality, profitable firms that typically lead market growth. It is primarily used as a stable core holding for long-term equity investors. Key risks include heavy concentration in mega-cap technology stocks and sensitivity to macroeconomic shifts, and it is most suitable for investors seeking reliable, large-cap exposure who are comfortable with the inherent concentration of the S&P 100.
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 S&P 100 includes many of the world's most dominant growth companies. |
| Momentum investor | Strong fit while signal remains positive | OEF captures the price momentum of leading mega-cap stocks in a single instrument. |
| Value investor | Mixed fit | The index contains mature companies, but high valuations in top holdings may not satisfy deep-value criteria. |
| Dividend/Income investor | Strong fit | Most constituents are mature, profitable corporations with a long history of reliable dividend payments. |
| Low-risk investor | Strong fit | The focus on the largest, most stable companies provides a defensive anchor compared to small-cap or thematic funds. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term core-equity focused investor looking for 'blue-chip' exposure with lower volatility than broader indices or thematic bets.
Suitability
Best suited for passive index followers who prioritize stable, high-quality, large-cap firms for long-term capital appreciation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While focused on large-cap firms, the fund is still subject to broad market fluctuations. |
| Market risk | Medium / high | The fund is fully exposed to equity market downturns affecting the US economy. |
| Concentration | High | Limiting exposure to only 100 stocks increases the impact of performance from top holdings. |
| Tracking/expense | Low | BlackRock's efficient management ensures the expense ratio and tracking error remain minimal. |
| Liquidity | Low | The underlying assets are among the most liquid securities in the world. |
| Business/sector quality | Low / none | The index focuses on high-quality companies, mitigating risks associated with speculative business models. |
Risk Analysis
Volatility
OEF historically exhibits volatility characteristic of the large-cap US market, typically lower than small-cap indices but higher than bond-heavy funds.
Market Risk
The fund is subject to systemic market risk; as the index reflects the largest US companies, it is heavily influenced by the health of the US macroeconomy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mega-Cap Equities (S&P 100) | 99.8 | This provides exposure to the 100 largest and most liquid US companies, representing a significant portion of the total US equity market value. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | This small balance is held for liquidity and operational purposes related to fund rebalancing. |
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 47.47% | Avg. Invested days 66 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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