Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco S&P MidCap 400® Pure Value ETF(RFV)
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 RFV
10/28/2026: RFV (2-star) is currently NOT-A-BUY. Pass it for now.
Invesco S&P MidCap 400® Pure Value ETF (RFV) provides targeted, factor-based exposure to mid-cap US stocks that possess strong value characteristics. By filtering for the deepest value metrics, the fund offers a high-conviction approach that can outperform during value-driven market cycles. Its primary role in a portfolio is as a satellite allocation to enhance factor diversification, though investors should be prepared for the inherent volatility of mid-cap equities and the potential for cyclical underperformance. Key risks include factor-specific underperformance and sector concentration, making it best suited for disciplined long-term investors who monitor market shifts in value-growth sentiment.
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 | This fund focuses on value factors rather than companies with high growth potential. |
| Momentum investor | Mixed fit | The fund may offer momentum opportunities when the value factor enters a sustained cycle of outperformance. |
| Value investor | Strong fit | The fund is specifically designed to provide deep exposure to value-priced equities. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation through valuation mean reversion rather than income. |
| Low-risk investor | Weak fit | Mid-cap stocks are inherently more volatile than large-cap or investment-grade bond portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a medium-to-long-term participant who believes in the value factor and mid-cap equity outperformance.
Suitability
Best for long-term investors seeking to tilt their core portfolio toward value, rather than active traders or those seeking low-volatility income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap equities are generally more volatile than their large-cap counterparts. |
| Market risk | Medium / high | The fund is subject to systematic market risk and the performance of the US mid-cap equity market. |
| Concentration | Medium | By filtering for pure value, the fund may become concentrated in specific sectors that are currently out of favor. |
| Tracking/expense | Low | The fund generally exhibits low tracking error relative to its benchmark index. |
| Liquidity | Medium | Average daily volume can be lower than broader ETFs, which may impact execution during market volatility. |
| Business/sector quality | Medium / high | The 'Pure Value' screen may inadvertently favor companies with structural business challenges. |
Risk Analysis
Volatility
RFV exhibits higher volatility consistent with mid-cap equities and the cyclical nature of the value factor.
Market Risk
The fund is subject to broad market sentiment, with specific concentration risks in sectors that currently meet the 'pure value' criteria.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mid-Cap Equities | 99 | The fund invests primarily in mid-sized US companies selected for their deep value attributes. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A minor cash position is maintained for liquidity and to facilitate 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 8.48% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.