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- Upturn Summary
- Fund Details
Upturn AI Summary
Advisors Series Trust(PZLV)
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 PZLV
11/06/2026: PZLV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
PZLV is an actively managed ETF that targets US equities with low-volatility characteristics, aiming to provide capital appreciation while minimizing market turbulence. Its primary strength lies in its defensive strategy, which can offer downside protection compared to broader market indices. The fund serves as an effective tool for risk-averse investors or those looking to add a stabilizing factor to their equity portfolios. Key risks include a higher expense ratio relative to passive peers and lower trading liquidity, which may impact transaction costs. Investors should monitor the fund’s tracking effectiveness and the performance of its specific volatility-based factor selection in varying market environments.
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 fund prioritizes capital preservation and volatility reduction, which may limit upside participation in strong bull markets. |
| Momentum investor | Weak fit | Momentum strategies often require high-beta exposure, which contrasts with this fund's defensive stance. |
| Value investor | Strong fit | Many low-volatility stocks held by the fund are mature, cash-generative companies that often align with value characteristics. |
| Dividend/Income investor | Strong fit | The focus on stable, large-cap companies often results in a portfolio that pays consistent dividends. |
| Low-risk investor | Strong fit | The core objective of the fund is to provide lower volatility, making it well-suited for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-conscious individual or advisor seeking to dampen equity market volatility while maintaining exposure to high-quality U.S. companies.
Suitability
Best suited for long-term investors looking for a defensive core or satellite holding to manage risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund is specifically engineered to have lower volatility than the broader equity market. |
| Market risk | Medium | Despite defensive positioning, the fund remains exposed to systematic equity market downturns. |
| Concentration | Medium | The active selection process may lead to overweighting certain sectors that display low-volatility characteristics. |
| Tracking/expense | Medium | The higher expense ratio compared to passive peers can create a drag on relative performance over time. |
| Liquidity | Medium | Lower average trading volumes can increase the cost of entering or exiting large positions. |
| Business/sector quality | Low | The fund focuses on high-quality, stable companies, which generally reduces business-specific risk. |
Risk Analysis
Volatility
PZLV exhibits lower historical volatility than the broad S&P 500, consistent with its defensive strategy.
Market Risk
The fund is subject to equity market risks, meaning it can still decline during widespread sell-offs, though potentially to a lesser degree.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equity Securities | 98.5 | This exposure provides the core return driver through established, large-scale US companies. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This small liquidity buffer is maintained to manage daily shareholder redemptions and operational expenses. |
Analysis of Past Performance
Type ETF | Historic Profit -4.54% | Avg. Invested days 17 | 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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