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Upturn AI Summary
Argent Mid Cap ETF(AMID)
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 AMID
10/07/2026: AMID (1-star) is currently NOT-A-BUY. Pass it for now.
The Argent Mid Cap ETF (AMID) is an actively managed fund that provides exposure to U.S. mid-sized companies through a fundamentally driven selection process. It aims to deliver long-term capital appreciation by leveraging the research expertise of Argent Capital Management to outperform passive benchmarks. While it offers the potential for alpha generation, it carries higher expense ratios and lower liquidity compared to massive passive mid-cap ETFs. Investors should be aware of the inherent risks associated with mid-cap volatility and active stock selection. AMID is best suited for long-term investors who prioritize active oversight and high-conviction security selection over the low-cost, broad-market approach of index funds.
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 focus on identifying mid-cap companies with growth potential aligns well with growth-oriented investment mandates. |
| Momentum investor | Mixed fit | While it holds growth-oriented names, the fund is driven by fundamental valuation rather than pure momentum signals. |
| Value investor | Mixed fit | The fund seeks quality at a reasonable price, which may overlap with value-oriented criteria. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than consistent or high dividend yield generation. |
| Low-risk investor | Weak fit | Mid-cap stocks inherently carry higher volatility compared to large-cap equities or fixed income. |
Investor Profile
Ideal Investor Profile
Investors seeking active exposure to U.S. mid-cap equities who believe in the manager's ability to outperform passive benchmarks.
Suitability
Best suited for long-term investors looking to supplement a core portfolio with actively managed mid-cap growth exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks historically exhibit higher price swings than large-cap benchmarks. |
| Market risk | Medium / high | The fund is fully exposed to general equity market downturns and sector-wide systemic risks. |
| Concentration | Medium | Active management may lead to sector overweights that differ significantly from a diversified index. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to outperform the index significantly to provide net value. |
| Liquidity | Medium | Lower average trading volume can make entering or exiting large positions more costly. |
| Business/sector quality | Medium | Exposure to mid-caps can include companies with less mature business models than large-cap peers. |
Risk Analysis
Volatility
AMID exhibits volatility consistent with its mid-cap equity mandate, subject to higher beta than large-cap indices.
Market Risk
The fund faces significant exposure to U.S. domestic economic performance and equity market cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Mid-Cap U.S. Equities | 98 | The portfolio is concentrated in mid-sized U.S. companies that are often in a sweet spot for growth. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash reserve is maintained for liquidity and to facilitate tactical rebalancing. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 16.64% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/07/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 7, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $116.96M |
| Issuer | Argent |
| Expense Ratio | 0.52% |
| Distribution Yield | 0.33% |
| Inception | Aug 16, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +9.21% |
| 1 Year | +8.34% |
| 3 Year | +12.58% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.11% |
| 3Y Volatility | 17.12% |
| 3Y Sharpe Ratio | 0.5 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 62.77% |
| Small Cap | 31.80% |
| Micro Cap | 2.28% |
| Large Cap | 2.21% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 29.98% |
| Technology | 20.71% |
| Financial Services | 17.48% |
| Healthcare | 15.58% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.42x |
| Portfolio P/B | 3.35x |
| Portfolio P/S | 1.87x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Victory Capital Holdings | 5.00% |
| Comfort Systems USA | 3.49% |
| Medpace Holdings | 3.41% |
| Hewlett Packard Enterprise | 3.21% |
| Okta | 2.96% |
Upturn AI Summary
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.
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