Avantis Us Financials
| ALCEX Fund | 15.37 0.05 0.33% |
Avantis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Avantis Us Fund Summary
Avantis Us competes with Aqr Long, Rbc Short, Goldman Sachs, Ab Select, and Locorr Longshort. The fund invests primarily in a diverse group of U.S. large-cap companies across market sectors and industry groups. It seeks securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics. Conversely, the fund seeks to underweight or exclude securities the Advisor expects to have lower returns, such as securities of companies with lower levels of profitability and less attractive value characteristics.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Avantis Investors |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
Avantis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Avantis Us's current stock value. Our valuation model uses many indicators to compare Avantis Us value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Avantis Us competition to find correlations between indicators driving Avantis Us's intrinsic value. More Info.Avantis Large Cap is the top fund in annual yield among similar funds. It also is the top fund in net asset among similar funds making up about 12,709,352,533 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Avantis Us' earnings, one of the primary drivers of an investment's value.Avantis Large Cap Systematic Risk
Avantis Us' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Avantis Us volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Avantis Large Cap correlated with the market. If Beta is less than 0 Avantis Us generally moves in the opposite direction as compared to the market. If Avantis Us Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Avantis Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Avantis Us is generally in the same direction as the market. If Beta > 1 Avantis Us moves generally in the same direction as, but more than the movement of the benchmark.
Avantis Us Thematic Clasifications
Avantis Large Cap is part of Large Value Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization value equities. Funds or Etfs that invest in the undervalued stocks of large-sized companies
This theme covers Funds with large capitalization value equities. Funds or Etfs that invest in the undervalued stocks of large-sized companies. Get More Thematic Ideas
Avantis Large Cap is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 4.76 Billion. Avantis Us holds roughly 190.64 Million in net asset claiming about 4% of funds under Large Value category.| Large Value Funds | View |
Avantis Us December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Avantis Us help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Avantis Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Avantis Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Avantis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Avantis Us's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.703 | |||
| Information Ratio | 0.028 | |||
| Maximum Drawdown | 4.7 | |||
| Value At Risk | (0.84) | |||
| Potential Upside | 1.28 |
Other Information on Investing in Avantis Mutual Fund
Avantis Us financial ratios help investors to determine whether Avantis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Avantis with respect to the benefits of owning Avantis Us security.
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