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- Upturn Summary
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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
10/29/2026: AVSU (2-star) is a SELL. SELL for 5 days. Simulated Profits (9.19%). Updated daily EoD!
AVSU provides diversified exposure to U.S. companies through an active, systematic strategy that focuses on value and size factors while adhering to ESG constraints. Its primary strengths include a low expense ratio for an active fund, the reputable management of Avantis Investors, and a disciplined approach to factor-based investing. It serves as a core portfolio equity holding for investors who want to combine quantitative factor exposure with social and environmental values. Potential risks include the inherent volatility of the U.S. equity market and the potential for the fund's factor tilts to underperform in certain market cycles. It is most suitable for long-term investors who prioritize systematic process and ESG alignment over short-term market timing.
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 seeks capital appreciation, the value-tilt may underperform during growth-heavy market cycles. |
| Momentum investor | Weak fit | The fund's systematic factor tilts are designed for long-term premiums rather than short-term price momentum. |
| Value investor | Strong fit | The fund explicitly tilts toward companies with lower relative price-to-book ratios and higher profitability. |
| Dividend/Income investor | Mixed fit | The fund is growth-oriented and is not specifically structured to maximize yield or income. |
| Low-risk investor | Mixed fit | As an equity-heavy fund, it is subject to standard stock market volatility and is not suitable for capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant seeking core U.S. equity exposure with a tilt toward value and small-cap factors, while prioritizing ESG integration.
Suitability
The fund is best suited for long-term investors looking for a core equity building block rather than active day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are inherently subject to price fluctuations based on market sentiment. |
| Market risk | Medium / high | The fund is fully exposed to the general performance and systematic risks of the U.S. equity market. |
| Concentration | Low | The fund holds a broad, diversified basket of stocks, minimizing impact from any single security. |
| Tracking/expense | Low | As an active fund, the primary risk is underperformance relative to benchmarks due to management selection. |
| Liquidity | Low | The underlying holdings are primarily large-cap, liquid U.S. stocks, ensuring high fund liquidity. |
| Business/sector quality | Medium | ESG screening may exclude certain profitable industries, potentially impacting performance in specific market regimes. |
Risk Analysis
Volatility
AVSU's volatility is generally aligned with the broader U.S. equity market, though factor tilts can cause short-term variance.
Market Risk
As an equity ETF, AVSU faces systemic risks, including interest rate sensitivity, macroeconomic downturns, and market-wide liquidity crunches.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Equity Securities | 98 | The fund maintains broad exposure to the U.S. equity market with systematic tilts toward value and smaller-cap factors. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage liquidity and daily fund operations. |
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 36.75% | Avg. Invested days 84 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/29/2026 |
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