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Global Equity Active ETF (RGLO)



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Upturn Advisory Summary
09/16/2025: RGLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 4.05% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.23 - 26.42 | Updated Date 06/9/2025 |
52 Weeks Range 25.23 - 26.42 | Updated Date 06/9/2025 |
Upturn AI SWOT
Global Equity Active ETF
ETF Overview
Overview
The Global Equity Active ETF aims to provide long-term capital appreciation by actively managing a portfolio of global equities. It seeks to outperform a benchmark index through stock selection and strategic asset allocation.
Reputation and Reliability
Information not available. Issuer reputation and reliability can only be stated with concrete context.
Management Expertise
Information not available. Management expertise details can only be stated with concrete context.
Investment Objective
Goal
To achieve long-term capital appreciation through actively managed global equity investments.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, focusing on stock selection and strategic asset allocation to generate alpha.
Composition The ETF holds a diversified portfolio of stocks from various countries and sectors worldwide.
Market Position
Market Share: Market share information is not available.
Total Net Assets (AUM): Information not available
Competitors
Key Competitors
- ACWI
- VEU
- VXUS
Competitive Landscape
The global equity ETF market is highly competitive, with numerous established passive and active funds. Without the ETF symbol, competitive advantages and disadvantages of Global Equity Active ETF cannot be precisely discussed.
Financial Performance
Historical Performance: Historical performance data is unavailable without the ETF symbol.
Benchmark Comparison: A benchmark comparison is not possible without historical performance data and knowing the designated benchmark index.
Expense Ratio: Information not available without the ETF symbol.
Liquidity
Average Trading Volume
Average trading volume information is unavailable; ETF symbol required.
Bid-Ask Spread
Bid-ask spread information is unavailable; ETF symbol required.
Market Dynamics
Market Environment Factors
Global economic conditions, international trade policies, currency fluctuations, and geopolitical events influence the performance of global equity ETFs.
Growth Trajectory
Growth trajectory data is unavailable without the ETF symbol. Changes to the strategy and holdings are also dependent on the ETF symbol.
Moat and Competitive Advantages
Competitive Edge
Without the ETF symbol, the competitive edge of the ETF is unknown. To determine the ETF's moat, it is important to consider the fund's unique investment approach, management team, and ability to generate superior risk-adjusted returns compared to its peers. The competitive advantage may also stem from its ability to access unique investment opportunities or to efficiently manage risk. Assessing its capacity to adapt to changing market conditions is vital for understanding the fund's long-term competitive positioning.
Risk Analysis
Volatility
Historical volatility data is unavailable without the ETF symbol.
Market Risk
Global Equity Active ETFs are exposed to market risk, including fluctuations in equity prices, currency risk, and political instability in different countries. Concentration in specific regions or sectors can amplify these risks.
Investor Profile
Ideal Investor Profile
The ideal investor for a global equity active ETF is one seeking long-term capital appreciation with a higher risk tolerance and a belief in active management's ability to outperform passive benchmarks.
Market Risk
This ETF is more suited for long-term investors comfortable with market volatility, as it may not be ideal for active traders or passive index followers.
Summary
The Global Equity Active ETF aims for long-term growth through actively managed global equity investments, targeting outperformance of benchmark indices. It offers diversification across international markets and sectors, but is subject to market volatility and currency risk. Success depends on the fund manager's ability to make effective investment decisions. This type of ETF is suited to investors with higher risk appetites and longer time horizons seeking capital appreciation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- General ETF market knowledge
- Investment principles
Disclaimers:
This analysis is based on general information and lacks specific ETF data (such as the ETF symbol). Actual performance and characteristics may vary. Consult a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global Equity Active ETF
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities. The fund invests principally in equity securities, including common stocks and preferred stocks, of companies economically tied to a number of countries around the world, including the US, and in depositary receipts representing shares in such companies, in a globally diversified manner.

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