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- Upturn Summary
- Fund Details
Upturn AI Summary
Alpha Architect U.S. Quantitative Value ETF(QVAL)
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 QVAL
11/06/2026: QVAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
The Alpha Architect U.S. Quantitative Value ETF (QVAL) provides exposure to a disciplined, rules-based portfolio of fundamentally undervalued U.S. equities. Its primary strength lies in its quantitative approach that seeks to mitigate 'value traps' by filtering for quality. The fund is best suited for long-term investors aiming to add a value factor tilt to their broader portfolio, though it carries risks related to its active management style, tracking error, and potential for periods of significant relative underperformance compared to passive indices. Investors should monitor market sector rotations and the performance of the 'value' factor specifically, as the fund's strategy is designed to benefit from these cyclical shifts.
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 | The fund specifically targets undervalued stocks, which typically contrasts with the characteristics sought by growth investors. |
| Momentum investor | Mixed fit | Momentum investors may find the strategy less appealing as it focuses on mean-reversion and fundamental value rather than relative price strength. |
| Value investor | Strong fit | QVAL is purpose-built for investors seeking a systematic and quantitative approach to identifying undervalued companies. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund's priority is capital appreciation based on fundamental value, not explicit yield targets. |
| Low-risk investor | Weak fit | The fund's concentrated, factor-based strategy can lead to significant periods of volatility relative to the broader market. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated, long-term participant who understands factor-based investing and is comfortable with the tracking error inherent in active, quantitative strategies.
Suitability
QVAL is best suited for long-term investors seeking a core-satellite addition to their portfolio to introduce a disciplined value tilt, rather than for active traders or those seeking passive index replication.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund's active, factor-tilted strategy can result in price swings that exceed those of broad market indices. |
| Market risk | High | As an equity-based fund, it is directly exposed to the systematic risks of the U.S. stock market. |
| Concentration | Medium | Quantitative screens may lead to portfolio concentrations in certain sectors or industries at specific times. |
| Tracking/expense | Medium | The active nature of the fund means it will not track standard benchmarks, which can lead to extended periods of relative underperformance. |
| Liquidity | Medium | Lower trading volumes compared to massive passive ETFs can lead to higher bid-ask spreads for larger trades. |
| Business/sector quality | Medium | Despite quality screens, the fund is still exposed to companies that may face deteriorating business fundamentals. |
Risk Analysis
Volatility
QVAL exhibits high volatility consistent with its concentrated, active factor-tilted approach, often diverging significantly from the S&P 500.
Market Risk
The primary risk is the systematic downturn of the U.S. equity market, exacerbated by the fund's concentration in specific undervalued segments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equities | 98.5 | The fund is heavily concentrated in U.S.-listed stocks, providing direct exposure to domestic economic performance. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage liquidity and facilitate day-to-day transactions. |
Analysis of Past Performance
Type ETF | Historic Profit 26.04% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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