Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.20% 0.05% 22.53M 4332.90
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.57% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to achieve higher expected returns by selecting securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund’s mid cap investment universe.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Value
Category Index --
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name Avantis Investors
Prospectus Benchmark Index
Russell Midcap Value Index TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Daniel Ong 0.40 yrs
Eduardo Repetto 0.40 yrs
Matthew Dubin 0.40 yrs
Mitchell Firestein 0.40 yrs
Ted Randall 0.40 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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As of April 26, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
6.50%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
7.38%
--
--
--
-13.23%
40.14%
-9.36%
17.74%
3.22%
--
--
--
--
--
-5.03%
11.73%
-0.83%
--
--
--
--
--
-1.54%
16.53%
2.03%
14.61%
-14.61%
23.72%
2.38%
30.81%
-6.80%
15.80%
1.92%
As of April 26, 2024.

Asset Allocation

As of April 25, 2024.
Type % Net % Long % Short
Cash 0.12% Upgrade Upgrade
Stock 99.88% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to achieve higher expected returns by selecting securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund’s mid cap investment universe.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Value
Category Index --
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name Avantis Investors
Prospectus Benchmark Index
Russell Midcap Value Index TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Daniel Ong 0.40 yrs
Eduardo Repetto 0.40 yrs
Matthew Dubin 0.40 yrs
Mitchell Firestein 0.40 yrs
Ted Randall 0.40 yrs

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