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Upturn AI Summary
The Advisors\' Inner Circle Fund III - Rayliant Wilshire NxtGen US Large Cap Equity ETF(RWLC)
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 RWLC
10/28/2026: RWLC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
RWLC is an actively managed ETF that provides exposure to US large-cap equities using a quantitative, factor-based strategy. It aims to deliver outperformance relative to the broader market by identifying stocks with attractive growth and quality traits. Key strengths include its systematic, evidence-based approach and the potential for active alpha, though it faces competition from ultra-low-cost passive giants and carries higher management fees. The primary role for this ETF is as a tactical equity component within a diversified portfolio. Investors should monitor factor performance and liquidity, as the fund is best suited for those who prefer active management over passive index tracking.
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 | Strong fit | The fund's active selection of large-cap equities aligns well with growth-seeking objectives. |
| Momentum investor | Strong fit while signal remains positive | The quantitative model often integrates momentum signals, making it suitable if market conditions favor those factors. |
| Value investor | Mixed fit | While it uses value factors, it is not a pure-play value fund, so results may vary based on style tilts. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over consistent dividend yield generation. |
| Low-risk investor | Weak fit | Active management and concentrated factor bets introduce higher volatility than broad passive indexes. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in factor-based, systematic investment strategies and wants US large-cap exposure with the potential for active outperformance.
Suitability
This fund is best suited for long-term investors who can tolerate some tracking error and active management risk compared to passive index funds.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active strategies can experience greater price swings than the benchmark during market rotations. |
| Market risk | High | As an equity-heavy fund, it is fully exposed to systemic downturns in the US stock market. |
| Concentration | Medium | The fund's quantitative model may lead to overweighting certain sectors or factors compared to the broad market. |
| Tracking/expense | Medium | Higher expense ratios and tracking error against the benchmark can drag on long-term net returns. |
| Liquidity | Medium | Lower trading volume may cause wider bid-ask spreads during periods of market stress. |
| Business/sector quality | Medium | The effectiveness of the strategy relies on the ongoing validity of the proprietary quantitative research. |
Risk Analysis
Volatility
RWLC generally exhibits volatility profiles consistent with active large-cap strategies, potentially tracking closely to the S&P 500 but with periodic active deviation.
Market Risk
The fund is subject to general equity market risk, meaning the value of the portfolio will rise and fall with the broader US economy and corporate earnings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equity | 98 | The fund focuses on established, large-sized US companies to capture broad market growth. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is maintained for daily operational liquidity and rebalancing needs. |
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 42.66% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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