Avantis Moderate Allocation ETF (AVMA)
57.20
+0.05
(+0.09%)
USD |
NYSEARCA |
May 17, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.21% | -0.04% | 11.44M | 2771.13 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.05% | 0.00% | -- | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term capital appreciation. The fund is a “fund of funds,” meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | Medium Quality/Moderate Sensitivity |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Moderate Allocation |
Category Index | -- |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Avantis Investors |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Daniel Ong | 0.85 yrs |
Eduardo Repetto | 0.85 yrs |
Matthew Dubin | 0.85 yrs |
Mitchell Firestein | 0.85 yrs |
Ted Randall | 0.85 yrs |
Performance Versus Category
As of May 17, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 17, 2024.
Basic Info
Investment Strategy | |
The investment seeks long-term capital appreciation. The fund is a “fund of funds,” meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | Medium Quality/Moderate Sensitivity |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Moderate Allocation |
Category Index | -- |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Avantis Investors |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Daniel Ong | 0.85 yrs |
Eduardo Repetto | 0.85 yrs |
Matthew Dubin | 0.85 yrs |
Mitchell Firestein | 0.85 yrs |
Ted Randall | 0.85 yrs |