Avantis Core Municipal Fund Five Year Return
Avantis Core Municipal fundamentals help investors to digest information that contributes to Avantis Core's financial success or failures. It also enables traders to predict the movement of Avantis Mutual Fund. The fundamental analysis module provides a way to measure Avantis Core's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Avantis Core mutual fund.
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Avantis Core Municipal Mutual Fund Five Year Return Analysis
Avantis Core's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Avantis Core Municipal has a Five Year Return of 0.0%. This indicator is about the same for the Avantis Investors average (which is currently at 0.0) family and about the same as Muni National Long (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Avantis Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Avantis Core's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Avantis Core could also be used in its relative valuation, which is a method of valuing Avantis Core by comparing valuation metrics of similar companies.Avantis Core is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Avantis Core
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.Asset allocation divides Avantis Core's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Avantis Fundamentals
| Total Asset | 11.27 M | |||
| Net Asset | 11.27 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 1.06 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Other Consideration for investing in Avantis Mutual Fund
If you are still planning to invest in Avantis Core Municipal check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Avantis Core's history and understand the potential risks before investing.
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