Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
ActivePassive International Equity ETF(APIE)
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 APIE
10/19/2026: APIE (2-star) is currently NOT-A-BUY. Pass it for now.
APIE provides active international equity exposure through a systematic, rules-based process designed to identify and hold compelling securities outside the US. Its main strengths include a disciplined approach to avoiding benchmark constraints and potential for outperformance through active security selection. It is best used as a core or satellite international component within a long-term portfolio. Investors should be mindful of concentration risks, currency impacts, and the higher costs compared to traditional passive funds. It is most suitable for investors who believe active management can add value internationally over the long term and who monitor global economic cycles.
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 | Mixed fit | The fund seeks active growth through international selection but is subject to broader global market cycles. |
| Momentum investor | Strong fit while signal remains positive | The active selection process may incorporate momentum-like factors, making it suitable when international equity trends are favorable. |
| Value investor | Strong fit | The strategy is often designed to avoid overvalued segments, aligning well with value-conscious mandates. |
| Dividend/Income investor | Mixed fit | While international equities can offer dividends, the primary goal of the fund is capital appreciation rather than yield generation. |
| Low-risk investor | Weak fit | International equities carry higher currency and geopolitical risks, making this less suitable for conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for systematic active management in the international equity space.
Suitability
It is best suited for long-term investors seeking to augment their portfolio with international exposure beyond traditional passive indexing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International markets often exhibit higher volatility than domestic markets due to political and currency factors. |
| Market risk | High | As an equity fund, it is fully exposed to systemic market declines. |
| Concentration | Medium | Active strategies may result in overweighting specific regions or sectors compared to the broader index. |
| Tracking/expense | Medium | The active management style may lead to tracking error relative to passive benchmarks. |
| Liquidity | Medium | Lower trading volumes in certain underlying international markets can impact execution during stress. |
| Business/sector quality | Medium | Performance relies on the management team's ability to identify high-quality international businesses. |
Risk Analysis
Volatility
APIE exhibits moderate to high volatility consistent with international equity markets, influenced by the active selection of securities.
Market Risk
The fund is subject to systemic risk, including macroeconomic downturns, geopolitical events, and currency fluctuations inherent in international assets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed International Markets (Europe/Pacific) | 65 | Provides exposure to stable, established economies outside of the United States. |
| Geography | Emerging Markets | 30 | Adds growth potential through exposure to developing economies with higher economic trajectories. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for operational needs and tactical adjustments. |
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 27.93% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/19/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.