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RGLO
Upturn stock ratingUpturn stock rating

Global Equity Active ETF (RGLO)

Upturn stock ratingUpturn stock rating
$28.29
Last Close (24-hour delay)
Profit since last BUY4.05%
upturn advisory
Consider higher Upturn Star rating
BUY since 27 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

09/16/2025: RGLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/16/2025

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

ai summary icon Upturn AI SWOT

Global Equity Active ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Information not available. Issuer reputation and reliability can only be stated with concrete context.

reliability logo Management Expertise

Information not available. Management expertise details can only be stated with concrete context.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.