Avantis Small Cap Fund Quote
| AVUVX Fund | USD 19.30 0.04 0.21% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Avantis Us is trading at 19.30 as of the 2nd of December 2024; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 19.26. Avantis Us has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Avantis Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of April 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. It seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics. More on Avantis Small Cap
Moving together with Avantis Mutual Fund
Moving against Avantis Mutual Fund
Avantis Mutual Fund Highlights
| Fund Concentration | Avantis Investors Funds, Large Funds, Small Value Funds, Small Value, Avantis Investors, Large, Small Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Avantis Small Cap [AVUVX] is traded in USA and was established 2nd of December 2024. Avantis Us is listed under Avantis Investors category by Fama And French industry classification. The fund is listed under Small Value category and is part of Avantis Investors family. This fund presently has accumulated 415.38 M in assets under management (AUM) with no minimum investment requirementsAvantis Small Cap is currently producing year-to-date (YTD) return of 18.62% with the current yeild of 0.01%, while the total return for the last 3 years was 12.17%.
Check Avantis Us Probability Of Bankruptcy
Instrument 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 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Avantis Mutual Fund, 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 Small Cap Mutual Fund, 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 Small Cap Mutual Fund Constituents
| AVT | Avnet Inc | Stock | Information Technology | |
| ENSG | The Ensign Group | Stock | Health Care | |
| PDCE | PDC Energy | Stock | Energy | |
| JBLU | JetBlue Airways Corp | Stock | Industrials | |
| SF | Stifel Financial | Stock | Financials | |
| AA | Alcoa Corp | Stock | Materials | |
| OZK | Bank Ozk | Stock | Financials | |
| GATX | GATX Corporation | Stock | Industrials |
Avantis Small Cap Risk Profiles
| Mean Deviation | 0.9332 | |||
| Semi Deviation | 0.772 | |||
| Standard Deviation | 1.38 | |||
| Variance | 1.89 |
Avantis Us Against Markets
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |