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Upturn AI Summary
Parametric Equity Plus ETF(PEPS)
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 PEPS
11/06/2026: PEPS (1-star) is a SELL. SELL for 4 days. Simulated Profits (-0.61%). Updated daily EoD!
Parametric Equity Plus ETF (PEPS) provides exposure to a diversified portfolio of U.S. large-cap equities combined with an active options overlay strategy. Its main strengths include professional, systematic management from Parametric and the ability to generate additional income, making it a robust tool for risk-aware growth. Investors primarily use this fund to seek moderate capital appreciation with reduced volatility compared to traditional market-cap-weighted indices. Primary risks include potential underperformance during rapid market rallies and the inherent market risk of the underlying equity holdings. It is most suitable for income-focused or moderate-risk investors who want equity exposure without the full force of market volatility.
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 options overlay may cap total upside potential compared to a pure equity growth index. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive, though the hedging component may dampen aggressive momentum captures. |
| Value investor | Strong fit | The strategy's focus on income generation is often complementary to value-oriented investment philosophies. |
| Dividend/Income investor | Strong fit | The options overlay is designed specifically to generate consistent income for the portfolio. |
| Low-risk investor | Mixed fit | While it offers more risk mitigation than a pure equity fund, it still carries significant equity market exposure. |
Investor Profile
Ideal Investor Profile
Investors seeking core U.S. large-cap equity exposure with an added layer of income and volatility control.
Suitability
Best suited for long-term investors looking for a balanced approach to equity investing rather than aggressive traders or passive index trackers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The options overlay generally serves to reduce volatility compared to an unhedged equity investment. |
| Market risk | Medium / high | As a fund heavily invested in equities, it remains susceptible to broad market downturns. |
| Concentration | Low | The fund typically holds a diversified basket of large-cap stocks. |
| Tracking/expense | Low | The expense ratio is competitive for an actively managed, derivative-integrated fund. |
| Liquidity | Low | Most holdings are liquid large-cap stocks, ensuring easy entry and exit. |
| Business/sector quality | Low | The strategy focuses on high-quality, large-cap companies. |
Risk Analysis
Volatility
PEPS exhibits lower historical volatility than the broader S&P 500 due to the risk-mitigating nature of its options overlay.
Market Risk
The fund is fundamentally an equity product; it carries inherent systematic market risk despite the use of derivatives to hedge against extreme downside moves.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 95 | The core equity portion provides exposure to established large-cap U.S. companies to drive long-term growth. |
| Derivatives | Index Options Overlay | 5 | The options overlay is used to generate income and manage risk through premiums collected on index-based derivatives. |
Analysis of Past Performance
Type ETF | Historic Profit 18.33% | Avg. Invested days 61 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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