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Upturn AI Summary
American Century ETF Trust - Avantis Responsible U.S. Equity ETF(AVSU)
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 AVSU
09/28/2026: AVSU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
AVSU provides diversified exposure to U.S. equities using a systematic active strategy that tilts toward higher profitability and value while applying ESG-related screens. Its main strengths include its disciplined factor-based approach, competitive expense ratio, and commitment to responsible investing. The fund serves as a core equity component for portfolios seeking to balance market growth with factor-driven potential and ESG considerations. Key risks include exposure to broad U.S. equity market downturns and the potential for active management to deviate from standard market performance. It is well-suited for long-term investors who prefer a factor-conscious, ESG-integrated approach over traditional passive 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 | Mixed fit | While it captures equity growth, its value tilt may underperform in momentum-driven growth environments. |
| Momentum investor | Weak fit | The fund's systematic tilt toward value and profitability often conflicts with pure momentum strategies. |
| Value investor | Strong fit | The fund's core strategy of targeting undervalued, profitable companies aligns well with value-oriented objectives. |
| Dividend/Income investor | Mixed fit | While it holds profitable companies that may pay dividends, it is not explicitly designed as an income-generating fund. |
| Low-risk investor | Medium | As an equity fund, it carries inherent market volatility that may be too high for strictly low-risk investors. |
Investor Profile
Ideal Investor Profile
Investors seeking U.S. equity market exposure with a preference for ESG values and a belief that factor-based tilts can enhance returns.
Suitability
Best for long-term investors looking for a core U.S. equity holding that balances market exposure with active factor management and social responsibility.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets can fluctuate significantly in the short term. |
| Market risk | High | The entire portfolio is exposed to systematic declines in the U.S. equity market. |
| Concentration | Low | The fund holds a broad range of stocks, mitigating single-security risk. |
| Tracking/expense | Low | The expense ratio is competitive for an actively managed product. |
| Liquidity | Low | The underlying stocks are typically liquid, allowing for easy execution. |
| Business/sector quality | Medium | ESG filtering excludes certain industries, which may create sector-specific biases. |
Risk Analysis
Volatility
AVSU typically exhibits volatility in line with the broader U.S. market, though factor-tilting can cause short-term variance relative to the index.
Market Risk
The fund is fully invested in equities, making it subject to the economic, political, and systemic risks inherent in the U.S. corporate sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 70 | The majority of the fund is invested in larger U.S. companies to provide stability and core market exposure. |
| Market capitalization | Mid/Small-Cap U.S. Equities | 25 | Tilting toward mid- and small-cap stocks allows the fund to capture the size premium often associated with higher long-term growth potential. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash holdings are maintained for liquidity needs and daily trade execution. |
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 39.08% | Avg. Invested days 82 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 29, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $482.97M |
| Issuer | Avantis Investors |
| Expense Ratio | 0.15% |
| Distribution Yield | 0.89% |
| Inception | Mar 15, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +16.71% |
| 1 Year | +21.91% |
| 3 Year | +22.57% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.03% |
| 3Y Volatility | 14.48% |
| 3Y Sharpe Ratio | 1.08 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 37.65% |
| Large Cap | 26.08% |
| Mid Cap | 21.51% |
| Small Cap | 11.02% |
| Micro Cap | 3.59% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 36.20% |
| Financial Services | 18.54% |
| Consumer Cyclicals | 11.67% |
| Healthcare | 9.85% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.33x |
| Portfolio P/B | 3.7x |
| Portfolio P/S | 2.23x |
| Holdings Turnover | 4.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Apple | 6.20% |
| NVIDIA | 5.80% |
| Microsoft | 4.86% |
| Amazon | 3.42% |
| Micron Technology | 2.82% |
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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