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U.S. Small Cap Equity Active ETF (RUSC)
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Upturn Advisory Summary
10/24/2025: RUSC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star 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 4.49% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.88 - 28.00 | Updated Date 06/6/2025 |
52 Weeks Range 25.88 - 28.00 | Updated Date 06/6/2025 |
Upturn AI SWOT
U.S. Small Cap Equity Active ETF
ETF Overview
Overview
Actively managed ETF focusing on U.S. small-cap equities, aiming to outperform the Russell 2000 index through stock selection and active portfolio management.
Reputation and Reliability
Varies depending on the actual issuer. Assuming a reputable issuer with a solid track record.
Management Expertise
Experienced portfolio managers specializing in small-cap equity investing.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a diversified portfolio of U.S. small-cap stocks.
Investment Approach and Strategy
Strategy: Active management; stock selection based on fundamental research and quantitative analysis to identify undervalued small-cap companies with growth potential.
Composition Primarily U.S. small-cap stocks across various sectors.
Market Position
Market Share: Hypothetical market share to represent the data, as it varies by issuer.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- IWM
- VBR
- SMLV
- SLY
Competitive Landscape
The small-cap ETF market is highly competitive, with numerous passive and active funds vying for investor capital. U.S. Small Cap Equity Active ETF's advantage lies in its active management, which aims to outperform passive benchmarks. A disadvantage is potentially higher expense ratios and the risk of underperformance compared to passive strategies.
Financial Performance
Historical Performance: Historical performance data not available for this generic ETF.
Benchmark Comparison: Performance should be compared to the Russell 2000 Index.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Average trading volume can be considered moderate, depending on the specific ETF.
Bid-Ask Spread
Bid-ask spreads can be considered to be moderate, depending on the specific ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence the ETF's performance. Sector-specific trends within the small-cap universe also play a role.
Growth Trajectory
Growth depends on the ETF's ability to consistently outperform its benchmark. Changes to strategy and holdings may occur based on market conditions and the manager's outlook.
Moat and Competitive Advantages
Competitive Edge
The competitive advantage of this ETF would come from its active management team and strategy. If they have a unique approach to identifying undervalued small-cap stocks or a proven track record of outperformance, it could attract investors. The ETF could also focus on a specific niche within the small-cap universe, such as companies with strong ESG profiles or those poised to benefit from specific technological trends. Success relies on the manager's ability to generate alpha consistently, differentiating it from low-cost passive alternatives.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, leading to higher potential price swings in the ETF.
Market Risk
The ETF is susceptible to market downturns and economic slowdowns, which can disproportionately impact small-cap companies.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a higher risk tolerance and a desire to outperform the broad market.
Market Risk
Suitable for long-term investors who understand the risks associated with small-cap investing and are willing to accept higher volatility.
Summary
This U.S. Small Cap Equity Active ETF seeks capital appreciation through active management of a small-cap stock portfolio. Its success relies on the portfolio managers' ability to identify and select undervalued companies with growth potential, outperforming passive benchmarks like the Russell 2000. Investors should understand the inherent risks of small-cap stocks, including higher volatility and susceptibility to market downturns. The ETF is best suited for long-term investors with a higher risk tolerance looking for potential alpha generation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Data
- ETF.com
- Morningstar
Disclaimers:
The information provided is for illustrative purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 U.S. Small Cap Equity Active ETF
Exchange NASDAQ | 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 small capitalization equity securities economically tied to the U.S. It invests principally in common stocks of small capitalization U.S. companies, some of which are also considered micro capitalization U.S. companies.
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.