Avantis Equity Etf Profile

AVUS Etf  USD 101.25  0.29  0.29%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Avantis Equity is selling for under 101.25 as of the 28th of November 2024; that is 0.29 percent decrease since the beginning of the trading day. The etf's lowest day price was 101.06. Avantis Equity has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Avantis Equity ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. Avantis US is traded on NYSEARCA Exchange in the United States. More on Avantis Equity ETF

Moving together with Avantis Etf

  1.0VTI Vanguard Total StockPairCorr
  0.99SPY SPDR SP 500 Aggressive PushPairCorr
  0.99IVV iShares Core SPPairCorr
  0.94VIG Vanguard DividendPairCorr
  0.99VV Vanguard Large CapPairCorr
  0.98RSP Invesco SP 500 Sell-off TrendPairCorr

Moving against Avantis Etf

  0.86YCL ProShares Ultra YenPairCorr
  0.86VIIX VIIXPairCorr
  0.86ULE ProShares Ultra EuroPairCorr
  0.84FXY Invesco CurrencySharesPairCorr

Avantis Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Broad Equity ETFs, Large Blend, Avantis Investors (View all Sectors)
IssuerAmerican Century Investments
Inception Date2019-09-24
Entity TypeRegulated Investment Company
Asset Under Management7.99 Billion
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorAmerican Century Services, LLC
AdvisorAmerican Century Investment Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerEduardo Repetto, Mitchell Firestein, Daniel Ong, Ted Randall
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents2,130
Market MakerCitadel
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D25.72
NameAvantis U.S. Equity ETF
Currency CodeUSD
Open FigiBBG00Q9MPPR2
In Threey Volatility17.75
1y Volatility12.16
200 Day M A90.9827
50 Day M A96.6254
CodeAVUS
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.31
TypeETF
Avantis Equity ETF [AVUS] is traded in USA and was established 2019-09-24. The fund is listed under Large Blend category and is part of Avantis Investors family. The entity is thematically classified as Strategy ETFs. Avantis Equity ETF presently have 2.41 B in assets under management (AUM). , while the total return for the last 3 years was 10.6%.
Check Avantis Equity 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 Equity ETF 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.

Top Avantis Equity ETF Etf Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
INTCIntelStockInformation Technology
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MAMastercardStockFinancials
More Details

Avantis Equity Top Holders

AACGXStrategic Allocation ServativeMutual FundAllocation--30% to 50% Equity
AAAUXStrategic Allocation AggressiveMutual FundAllocation--70% to 85% Equity
AAARXStrategic Allocation AggressiveMutual FundAllocation--70% to 85% Equity
AACCXStrategic Allocation ServativeMutual FundAllocation--30% to 50% Equity
ASMUXStrategic Allocation ModerateMutual FundAllocation--50% to 70% Equity
AACRXStrategic Allocation ServativeMutual FundAllocation--30% to 50% Equity
ASAUXStrategic Allocation AggressiveMutual FundAllocation--70% to 85% Equity
TWSMXStrategic Allocation ModerateMutual FundAllocation--50% to 70% Equity
More Details

Avantis Equity ETF 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 Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Avantis Equity Against Markets

When determining whether Avantis Equity ETF is a strong investment it is important to analyze Avantis Equity's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Avantis Equity's future performance. For an informed investment choice regarding Avantis Etf, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Avantis Equity ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment.
You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
The market value of Avantis Equity ETF 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 Equity's value that differs from its market value or its book value, called intrinsic value, which is Avantis Equity'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 Equity's market value can be influenced by many factors that don't directly affect Avantis Equity'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 Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Avantis Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Equity'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.