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- Upturn Summary
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Upturn AI Summary
Advisors Series Trust(PZIV)
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 PZIV
11/06/2026: PZIV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
PZIV provides active, fundamental exposure to non-U.S. companies that are trading at a discount to their intrinsic value. Its primary strength lies in the specialized, bottom-up value research approach managed by Pzena, though it faces risks related to its small size, higher expense ratio, and inherent international market volatility. It serves as a tactical or satellite component for investors who prefer active stock picking over passive index tracking. Investors should monitor its asset growth and performance consistency relative to the broader international value market to ensure the strategy remains a viable long-term holding.
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 | Weak fit | PZIV focuses on value stocks and deep-discount opportunities rather than high-growth momentum names. |
| Momentum investor | Mixed fit | Active value selection can sometimes align with short-term sentiment, but the strategy is fundamentally contrarian. |
| Value investor | Strong fit | The fund is specifically designed for value-oriented investors seeking international exposure. |
| Dividend/Income investor | Mixed fit | While value stocks often pay dividends, the fund prioritizes capital appreciation over yield. |
| Low-risk investor | Weak fit | International equity exposure and active stock picking carry inherent market and volatility risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, value-oriented individual seeking active management within their international equity allocation.
Suitability
Best suited for long-term investors willing to tolerate the higher volatility and potential tracking error of an active, concentrated value strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active international value strategies can experience significant price swings. |
| Market risk | High | Global economic factors and international geopolitical events directly impact the portfolio. |
| Concentration | Medium | A limited number of holdings increases the impact of any single stock's poor performance. |
| Tracking/expense | Medium | The expense ratio is higher than passive alternatives, creating a performance hurdle. |
| Liquidity | Medium | Lower AUM may result in wider spreads for investors. |
| Business/sector quality | Medium | Value investing often involves firms facing temporary headwinds that may impact business quality. |
Risk Analysis
Volatility
PZIV exhibits moderate to high volatility due to its active management style and focus on value stocks that may currently be facing market scrutiny.
Market Risk
The fund is primarily exposed to equity market risk outside the U.S., making it vulnerable to foreign regulatory, economic, and political shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Developed and Emerging Markets (ex-U.S.) | 92 | This provides geographic diversification by focusing on non-U.S. value opportunities. |
| Sector | Financials, Industrials, and Consumer Cyclicals | 5 | The fund maintains a concentrated sector tilt based on fundamental value research. |
| Cash/collateral | 3 | Represents liquid reserves maintained for operational needs and tactical adjustments. |
Analysis of Past Performance
Type ETF | Historic Profit -2.62% | Avg. Invested days 6 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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