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Upturn AI Summary
Invesco FTSE RAFI US 1500 Small-Mid ETF(PRFZ)
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 PRFZ
10/28/2026: PRFZ (2-star) is currently NOT-A-BUY. Pass it for now.
PRFZ provides exposure to US small- and mid-cap companies using a fundamentally weighted strategy that prioritizes business metrics like book value and cash flow over market capitalization. Its main strengths include a disciplined, value-oriented selection process and broad diversification, backed by the institutional resources of Invesco. It is best used as a core or satellite holding for investors seeking to capture the small-cap premium with a defensive tilt. Potential risks include the inherent volatility of smaller firms and the potential for underperformance during pure growth rallies. The fund is ideal for long-term investors comfortable with small-cap risks who value a systematic, factor-based approach.
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 | While it captures growth, its value tilt may lag pure growth momentum in bull markets. |
| Momentum investor | Strong fit while signal remains positive | It can capture momentum in specific sectors that meet its fundamental criteria during market upturns. |
| Value investor | Strong fit | The fundamental weighting approach is inherently designed to favor value stocks. |
| Dividend/Income investor | Mixed fit | While it holds dividend-paying firms, its primary focus is on capital appreciation rather than yield. |
| Low-risk investor | Weak fit | Small- and mid-cap stocks inherently carry higher volatility than large-cap or dividend-focused funds. |
Investor Profile
Ideal Investor Profile
Investors seeking small- and mid-cap equity exposure who prefer a systematic, value-oriented approach over pure market-cap weighting.
Suitability
Best suited for long-term investors aiming to diversify a portfolio and capture the value premium in the small-mid cap space.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Small-cap assets are prone to higher price swings compared to large-cap indices. |
| Market risk | Medium / high | Broader economic downturns disproportionately impact smaller companies. |
| Concentration | Low | The fund holds a broad basket of 1,500 securities, minimizing single-stock risk. |
| Tracking/expense | Low | The fund maintains a reasonable expense ratio for a specialized factor-based strategy. |
| Liquidity | Low | Sufficient volume exists to keep spreads manageable for most investors. |
| Business/sector quality | Medium | Fundamental filtering ensures that only companies with substantive financials are included. |
Risk Analysis
Volatility
PRFZ typically exhibits volatility consistent with the small-cap equity asset class, though fundamental weighting can occasionally dampen extremes.
Market Risk
The fund is inherently exposed to equity market risk; as a small-mid cap fund, it is sensitive to economic growth rates and the financial health of less-diversified firms.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Small-Cap Equities | 60 | Provides exposure to smaller, high-growth potential companies within the US market. |
| Market capitalization | US Mid-Cap Equities | 35 | Adds a layer of mid-cap stability and growth potential to the portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Provides liquidity for rebalancing and daily fund operations. |
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 30.75% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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