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- Upturn Summary
- Fund Details
Upturn AI Summary
Pathfinder Disciplined US Equity ETF(PFDE)
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 PFDE
10/28/2026: PFDE (2-star) is currently NOT-A-BUY. Pass it for now.
PFDE is an actively managed US equity ETF that uses a disciplined, systematic investment process to seek long-term capital appreciation. Its primary strength lies in its rules-based management, which aims to provide exposure to high-quality stocks while managing risk, though it carries a higher expense ratio than passive index alternatives. It serves well as a core equity holding for investors seeking active management rather than index tracking. Key risks include market-wide volatility and the potential for underperformance against standard indices in certain market conditions. It is best suited for investors who value systematic discipline and are looking for a differentiated approach to the US equity market.
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 fund seeks capital appreciation, aligning well with long-term growth objectives. |
| Momentum investor | Strong fit while signal remains positive | The systematic, disciplined strategy often incorporates momentum factors which are effective when signals are positive. |
| Value investor | Mixed fit | While it captures equity growth, it may not adhere to strict value-investing mandates. |
| Dividend/Income investor | Weak fit | The primary focus is on capital appreciation rather than generating dividend income. |
| Low-risk investor | Weak fit | As an equity-based fund, it remains subject to significant market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking systematic, active US equity exposure who are willing to accept slightly higher costs for the potential of managed risk and performance.
Suitability
Best suited for long-term investors looking for core equity exposure with a disciplined, active tilt.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are inherently subject to market price fluctuations. |
| Market risk | High | Broad market downturns directly impact the fund's net asset value. |
| Concentration | Medium | Active selection may lead to sector or stock tilts that differ from the broader market. |
| Tracking/expense | Medium | Higher management fees can create a drag on relative performance versus low-cost passive funds. |
| Liquidity | Medium | Lower trading volumes can result in higher transaction costs for investors. |
| Business/sector quality | Medium | The strategy depends on the manager's ability to consistently identify high-quality businesses. |
Risk Analysis
Volatility
PFDE exhibits volatility comparable to broad US equity markets, though active management may smooth out extremes.
Market Risk
The fund carries systemic market risk; if the US equity market falls, the value of the portfolio will likely decrease.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities | 70 | Provides core exposure to established, large-scale companies that drive broad market performance. |
| Market capitalization | Mid/Small-Cap US Equities | 25 | Adds growth potential by capturing opportunities in smaller, rapidly developing companies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for daily operations and tactical adjustments. |
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 8.05% | Avg. Invested days 129 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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