Avantis Real Estate Etf Profile
| AVRE Etf | USD 46.03 0.39 0.85% |
Performance3 of 100
| Odds Of DistressLess than 9
|
Avantis Real is trading at 46.03 as of the 28th of November 2024, a 0.85 percent increase since the beginning of the trading day. The etf's lowest day price was 45.86. Avantis Real has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Avantis Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in a diverse group of real estate securities globally, in particular real estate investment trusts and REIT-like entities, across a variety of property sectors. Avantis Real is traded on NYSEARCA Exchange in the United States. More on Avantis Real Estate
Moving together with Avantis Etf
| 0.97 | REET | iShares Global REIT | PairCorr |
| 0.99 | RWO | SPDR Dow Jones | PairCorr |
| 0.84 | HAUZ | Xtrackers International | PairCorr |
| 0.86 | RWX | SPDR Dow Jones | PairCorr |
| 0.87 | GQRE | FlexShares Global Quality | PairCorr |
Moving against Avantis Etf
Avantis Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Sector ETFs, Real Estate ETFs, Global Real Estate, Avantis Investors (View all Sectors) |
| Issuer | American Century Investments |
| Inception Date | 2021-09-28 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 547.45 Million |
| Asset Type | Real Estate |
| Category | Sector |
| Focus | Real Estate |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | American Century Services, LLC |
| Advisor | American Century Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Eduardo Repetto, Mitchell Firestein, Daniel Ong, Ted Randall |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 324 |
| Market Maker | Citadel |
| Total Expense | 0.17 |
| Management Fee | 0.17 |
| Country Name | USA |
| Returns Y T D | 8.44 |
| Name | Avantis Real Estate ETF |
| Currency Code | USD |
| Open Figi | BBG012R477N8 |
| In Threey Volatility | 20.47 |
| 1y Volatility | 19.41 |
| 200 Day M A | 43.1755 |
| 50 Day M A | 45.7887 |
| Code | AVRE |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.2) |
| Type | ETF |
Avantis Real Estate [AVRE] is traded in USA and was established 2021-09-29. The fund is listed under Global Real Estate category and is part of Avantis Investors family. The entity is thematically classified as Sector ETFs. Avantis Real Estate presently have 166.64 M in assets under management (AUM). , while the total return for the last 3 years was -1.4%.
Check Avantis Real Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Avantis Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Avantis Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Avantis Real Estate Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Avantis Real Estate Currency Exposure
Avantis Real Estate holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Avantis Real will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Avantis Real Estate.
Top Avantis Real Estate Etf Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| CCI | Crown Castle | Stock | Real Estate | |
| DLR | Digital Realty Trust | Stock | Real Estate | |
| EQIX | Equinix | Stock | Real Estate | |
| EQR | Equity Residential | Stock | Real Estate | |
| O | Realty Income | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate |
Avantis Real Estate Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Avantis Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0084 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.12) | |||
| Sortino Ratio | (0.14) |
Avantis Real Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Avantis Real Estate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Avantis Real Estate is measured differently than its book value, which is the value of Avantis that is recorded on the company's balance sheet. Investors also form their own opinion of Avantis Real's value that differs from its market value or its book value, called intrinsic value, which is Avantis Real's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Avantis Real's market value can be influenced by many factors that don't directly affect Avantis Real's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Avantis Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if Avantis Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.