Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.15% -0.00% 6.444B 300899.3
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.29% 1.00% 1.204B Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies. It also may invest in derivative instruments such as futures contracts, currency forwards, and swap agreements.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Avantis Investors
Prospectus Benchmark Index
Russell 3000 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Daniel Ong 4.61 yrs
Eduardo Repetto 4.61 yrs
Mitchell Firestein 4.61 yrs
Ted Randall 4.61 yrs
Matthew Dubin 0.33 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)
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--
--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
--
--
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As of May 09, 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
--
--
--
17.52%
28.74%
-13.81%
21.78%
8.98%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
9.83%
21.17%
-5.29%
31.34%
17.96%
28.58%
-17.75%
25.54%
9.44%
18.33%
-8.91%
29.00%
16.08%
27.62%
-17.24%
24.72%
7.69%
22.49%
-4.04%
30.75%
19.01%
27.16%
-18.72%
25.09%
9.66%
--
--
--
--
26.89%
-16.99%
24.78%
9.26%
As of May 09, 2024.

Asset Allocation

As of May 09, 2024.
Type % Net % Long % Short
Cash 0.09% Upgrade Upgrade
Stock 99.91% 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. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies. It also may invest in derivative instruments such as futures contracts, currency forwards, and swap agreements.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Avantis Investors
Prospectus Benchmark Index
Russell 3000 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Daniel Ong 4.61 yrs
Eduardo Repetto 4.61 yrs
Mitchell Firestein 4.61 yrs
Ted Randall 4.61 yrs
Matthew Dubin 0.33 yrs

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