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| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Centene Corporation | CNC | A | A | A | A | B | Health Care |
| CONMED Corporation | CNMD | B | A | B | A | A | Health Care |
| Crawford & Company | CRD.A | B | B | B | A | A | Financials |
| Darling Ingredients Inc. | DAR | B | A | A | A | A | Consumer Staples |
| Dillard's, Inc. | DDS | B | B | B | B | A | Consumer Discretionary |
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Alvotech | ALVO | F | F | D | F | F | Health Care |
| American Superconductor Corporation | AMSC | D | D | F | D | D | Industrials |
| Ardelyx, Inc. | ARDX | D | D | F | F | D | Health Care |
| Ares Management Corporation | ARES | F | D | D | D | F | Financials |
| AeroVironment, Inc. | AVAV | F | D | F | D | F | Industrials |
Stock Upgrades & Downgrades
Stocks with at least two upgrades or downgrades across all quant factors. Data as of 8/21/2026, compared to previous trading day.
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Annovis Bio, Inc. | ANVS | NA ▲ | NA ▲ | D ▲ | B ▲ | F ▲ | Health Care |
| Alibaba Group Holding Limited | BABA | C ▲ | A ▲ | D ▼ | D ▲ | D ▲ | Consumer Discretionary |
| Envoy Medical, Inc. | COCH | F ▲ | NA ▲ | D ▲ | C ▲ | F ▲ | Health Care |
| Coty Inc. | COTY | B ▲ | C ▲ | C ▲ | F ▲ | B ▲ | Consumer Staples |
| DUKE Robotics Corp. | DUKR | F ▲ | NA ▲ | F ▲ | F ▲ | D ▲ | Industrials |
| COMPANY NAME | TICKER | VALUE | GROWTH | MOMENTUM | EPS REV | QUALITY | SECTOR |
| Alvotech | ALVO | F ▼ | F ▲ | D ▲ | F ▲ | F ▼ | Health Care |
| Brunswick Corporation | BC | C ▲ | C ▲ | C ▼ | B ▼ | A ▲ | Consumer Discretionary |
| Creative Realities, Inc. | CREX | C ▲ | D ▲ | D ▼ | NA ▲ | F ▼ | Communication Services |
| DoubleVerify Holdings, Inc. | DV | C ▲ | B ▲ | C ▼ | F ▼ | A ▲ | Communication Services |
| Firy Inc. | FIRY | C ▼ | F ▲ | A ▲ | NA ▲ | D ▼ | Communication Services |
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco S&P 500® Momentum ETF | SPMO | 20.2% A | 1.70 | 1.54 F | 0.13% A | Large Blend |
| iShares MSCI USA Quality GARP ETF | GARP | 17.5% A | 1.49 | 0.99 C | 0.15% A | Large Growth |
| Putnam Focused Large Cap Value ETF | PVAL | 17.2% A | 0.96 | 0.96 C | 0.55% C | Large Value |
| F/m Emerald Special Situations ETF | SPIT | 16.8% A | 1.72 | 1.15 F | 0.89% F | Large Growth |
| Fidelity Fundamental Large Cap Core ETF | FFLC | 16.5% A | 1.12 | 1.01 D | 0.38% B | Large Blend |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco WilderHill Clean Energy ETF | PBW | (15.4%) F | 3.37 | 1.93 F | 0.64% C | Small Growth |
| Renaissance IPO ETF | IPO | (3.8%) F | 2.31 | 1.34 F | 0.60% C | Mid-Cap Growth |
| Invesco S&P SmallCap Hi Div Low Vol ETF | XSHD | (3.2%) F | 1.38 | 0.92 B | 0.30% B | Small Value |
| ALPS O'Shares Glbl Internet Gnts ETF | OGIG | (3.1%) F | 1.86 | 1.24 F | 0.48% C | Large Growth |
| CapForce IBD® 50 ETF | FFTY | (2.8%) F | 2.45 | 1.42 F | 0.80% D | Mid-Cap Growth |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| iShares MSCI Peru ETF | EPU | 31.7% A | 1.90 | 0.29 A | 0.59% C | Focused Region |
| WisdomTree Japan Hedged Equity ETF | DXJ | 27.7% A | 1.14 | 1.01 D | 0.48% C | Japan Stock |
| Global X MSCI Greece ETF | GREK | 27.6% A | 1.61 | 0.25 A | 0.56% C | Focused Region |
| Global X MSCI Argentina ETF | ARGT | 26.9% A | 2.82 | 0.43 A | 0.59% C | Focused Region |
| WisdomTree Japan Opportunities ETF | OPPJ | 24.9% A | 1.11 | 0.98 C | 0.58% C | Japan Stock |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Franklin FTSE Russia ETF | FLRU | (79.7%) F | 0.00 | 0.00 A | 0.19% A | Focused Region |
| VanEck Russia ETF | RSX | (44.4%) F | 11.03 | 1.68 F | 0.83% D | Focused Region |
| VanEck Russia Small-Cap ETF | RSXJ | (22.6%) F | 18.13 | 2.76 F | 0.84% D | Focused Region |
| Global X Dorsey Wright Thematic ETF | GXDW | (13.2%) F | 2.19 | 1.33 F | 0.50% C | Global Small/Mid Stock |
| KraneShares MSCI All China Hlth Care ETF | KURE | (12%) F | 2.18 | 1.03 D | 0.65% C | Greater China Region |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| VanEck Semiconductor ETF | SMH | 33.4% A | 2.71 | 1.25 F | 0.35% B | Technology |
| Invesco PHLX Semiconductor ETF | SOXQ | 28.6% A | 3.03 | 1.40 F | 0.19% A | Technology |
| iShares Semiconductor ETF | SOXX | 28.1% A | 3.13 | 1.45 F | 0.33% B | Technology |
| First Trust Nasdaq Semiconductor ETF | FTXL | 26.8% A | 3.27 | 1.51 F | 0.60% C | Technology |
| Invesco Semiconductors ETF | PSI | 26.5% A | 3.41 | 1.57 F | 0.56% C | Technology |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| AdvisorShares Pure US Cannabis ETF | MSOS | (34.7%) F | 7.04 | 2.24 F | 0.78% D | Miscellaneous Sector |
| Amplify Alternative Harvest ETF | MJ | (33.6%) F | 5.25 | 1.67 F | 0.75% D | Miscellaneous Sector |
| Amplify Seymour Cannabis ETF | CNBS | (33.1%) F | 6.16 | 1.96 F | 0.76% D | Miscellaneous Sector |
| AdvisorShares Pure Cannabis ETF | YOLO | (32%) F | 4.68 | 1.49 F | 0.51% C | Miscellaneous Sector |
| Global X Hydrogen ETF | HYDR | (18.5%) F | 5.37 | 1.71 F | 0.50% C | Miscellaneous Sector |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| ProShares High Yield—Interest Rate Hdgd | HYHG | 7.1% A | 0.25 | 0.57 A | 0.50% C | Nontraditional Bond |
| iShares Interest Rate Hdg Hi Yld Bd ETF | HYGH | 7.0% A | 0.24 | 0.69 A | 0.52% C | High Yield Bond |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF | HYZD | 6.3% A | 0.25 | 0.58 A | 0.43% B | Nontraditional Bond |
| Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF | FLRT | 6.1% A | 0.17 | 1.02 D | 0.60% C | Bank Loan |
| ProShares Inflation Expectations | RINF | 5.9% A | 0.51 | 1.17 F | 0.30% B | Nontraditional Bond |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| PIMCO 25+ Year Zero Coupon US Trs ETF | ZROZ | (14.4%) F | 1.80 | 1.75 F | 0.15% A | Long Government |
| iShares 25+ Year Treasury STRIPS Bd ETF | GOVZ | (14.3%) F | 1.80 | 1.75 F | 0.10% A | Long Government |
| Vanguard Extended Duration Trs ETF | EDV | (12.7%) F | 1.67 | 1.62 F | 0.05% A | Long Government |
| iShares 20+ Year Treasury Bond ETF | TLT | (8.2%) D | 1.13 | 1.10 D | 0.15% A | Long Government |
| PIMCO 15+ Year US TIPS ETF | LTPZ | (7.4%) F | 0.95 | 2.21 F | 0.20% A | Inflation-Protected Bond |
(Data as of 7/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| True Rock Fund | TRUEX | 29.0% A | 3.13 | 2.18 F | 1.50% F | Large Growth |
| Auer Growth | AUERX | 20.1% A | 1.28 | 0.86 A | 2.05% F | Small Value |
| Invesco Value Opportunities Y | VVOIX | 18.3% A | 1.39 | 1.17 F | 0.77% C | Mid-Cap Value |
| Oberweis Micro-Cap | OBMCX | 18.1% A | 2.14 | 1.28 F | 1.46% F | Small Growth |
| Invesco Value Opportunities A | VVOAX | 18.0% A | 1.40 | 1.17 F | 1.02% D | Mid-Cap Value |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Morgan Stanley Inst Inception C | MSCOX | (9.7%) F | 2.57 | 1.53 F | 2.10% F | Small Growth |
| Morgan Stanley Inst Inception A | MSSMX | (9%) F | 2.57 | 1.53 F | 1.35% D | Small Growth |
| Jacob Small Cap Growth Investor | JSCGX | (8.8%) F | 2.57 | 1.54 F | 3.22% F | Small Growth |
| Virtus KAR Small-Cap Growth A | PSGAX | (7.2%) F | 1.51 | 0.90 B | 1.39% F | Small Growth |
| Virtus KAR Small-Cap Growth R6 | VRSGX | (6.9%) F | 1.52 | 0.90 B | 1.01% D | Small Growth |
(Data as of 7/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Nomura Emerging Markets R6 | DEMZX | 24.6% A | 3.29 | 2.41 F | 1.06% D | Diversified Emerging Mkts |
| Nomura Emerging Markets Instl | DEMIX | 24.5% A | 3.28 | 2.41 F | 1.15% D | Diversified Emerging Mkts |
| Nomura Emerging Markets A | DEMAX | 24.2% A | 3.28 | 2.41 F | 1.40% F | Diversified Emerging Mkts |
| Nomura Emerging Markets R | DEMRX | 23.8% A | 3.28 | 2.41 F | 1.65% F | Diversified Emerging Mkts |
| Nomura Emerging Markets C | DEMCX | 23.2% A | 3.28 | 2.41 F | 2.15% F | Diversified Emerging Mkts |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| WCM China Quality Growth Investor | WCQGX | (8.6%) F | 2.07 | 1.15 F | 1.52% F | Greater China Region |
| Columbia Greater China A | NGCAX | (8.5%) F | 1.73 | 0.96 B | 1.49% F | Greater China Region |
| Columbia Greater China Inst | LNGZX | (8.3%) F | 1.73 | 0.96 B | 1.24% D | Greater China Region |
| Morgan Stanley Global Endurance C | MSJCX | (7.7%) F | 1.68 | 1.22 F | 2.10% F | Global Small/Mid Stock |
| AMG Veritas China N | MMCFX | (7.5%) F | 1.90 | 1.05 D | 1.14% D | Greater China Region |
(Data as of 7/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Fidelity Advisor Semiconductors Z | FIKGX | 35.9% A | 2.87 | 1.40 F | 0.57% B | Technology |
| Fidelity Advisor Semiconductors I | FELIX | 35.8% A | 2.87 | 1.40 F | 0.69% B | Technology |
| Fidelity Select Semiconductors | FSELX | 35.6% A | 2.88 | 1.40 F | 0.60% B | Technology |
| Fidelity Advisor Semiconductors A | FELAX | 35.4% A | 2.87 | 1.40 F | 0.94% C | Technology |
| Fidelity Advisor Semiconductors M | FELTX | 35.1% A | 2.87 | 1.40 F | 1.19% D | Technology |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Firsthand Technology Opportunities | TEFQX | (20.7%) F | 2.71 | 1.32 F | 1.85% F | Technology |
| Jacob Internet Inv | JAMFX | (11.6%) F | 2.54 | 1.24 F | 2.38% F | Technology |
| American Beacon ARK Transfmt Innov C | ADNCX | (9.8%) F | 3.26 | 1.59 F | 2.16% F | Technology |
| American Beacon ARK Transfmt Innov A | ADNAX | (9.1%) F | 3.26 | 1.59 F | 1.40% F | Technology |
| American Beacon ARK Transfmt Innov Inv | ADNPX | (9.1%) F | 3.26 | 1.59 F | 1.38% F | Technology |
(Data as of 7/31/2026)
TOP FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| BlackRock Allc Trgt IntrR Hedge | BATPX | 9.0% A | 0.57 | 1.33 F | 0.14% A | Miscellaneous Fixed Income |
| Eaton Vance Glbl Macro Abs Ret Advtg A | EGRAX | 8.7% A | 0.38 | 1.30 F | 2.47% F | Nontraditional Bond |
| Eaton Vance Emerging Markets Dbt Opps A | EADOX | 8.6% A | 0.38 | 0.73 A | 1.06% D | Emerging Markets Bond |
| Eaton Vance Glbl Macro Abs Ret Advtg R | EGRRX | 8.5% A | 0.38 | 1.31 F | 2.72% F | Nontraditional Bond |
| American Beacon DevelopingWldIncFd-ACl | AGUAX | 8.4% A | 0.43 | 0.83 A | 1.36% D | Emerging Markets Bond |
BOTTOM FUNDS
| FUND NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| DFA LTIP Institutional | DRXIX | (11.3%) F | 1.22 | 3.28 F | 0.12% A | Inflation-Protected Bond |
| Wasatch-Hoisington US Treasury | WHOSX | (9.4%) F | 1.26 | 1.19 F | 0.73% B | Long Government |
| Fidelity SAI Long-Term Treasury Bd Idx | FBLTX | (8.2%) F | 1.14 | 1.07 D | 0.03% A | Long Government |
| PIMCO Long-Term US Government C | PFGCX | (7.7%) F | 1.05 | 0.99 C | 4.76% F | Long Government |
| T. Rowe Price US Trs LongTerm Idx | PRULX | (7.6%) F | 1.06 | 1.00 C | 0.29% A | Long Government |
(Data as of 7/31/2026)
Is DPC Holdings PLC (DPC) Stock a Good Investment?
by Rosalio Madrigal
DPC Holdings PLC manufactures engine products, including complex precision cast components and nickel- and cobalt-based superalloys in the United Kingdom, Europe, the United States, and internationally. It offers engine products for the aerospace industry, including turbine center frames, bearing housings, combustion diffusers, fins, inducers, near-flow-path seals, blade outer seals, combustion seal segments, injector housing, and nozzles. The company also manufactures turbine airfoils (blades and vanes) for the IGT (industrial gas turbine) end market, as well as hot-side turbocharger wheels for the transportation end market, including off-highway, commercial, and passenger vehicles, as well as used in hybrid powertrains. In addition, it provides vacuum and air melted superalloys; and automotive stud welding solutions. The company formerly known as Alloy Topco Ltd. DPC Holdings PLC was founded in 1778 and is based in Derby, United Kingdom.
Read on to learn how DPC Holdings PLC grades on certain key metrics to see whether it meets your investment needs.
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