Avantis Equity Fund Quote
| AVUSX Fund | USD 19.01 0.16 0.85% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Avantis Equity is trading at 19.01 as of the 18th of January 2025; that is 0.85 percent up since the beginning of the trading day. The fund's open price was 18.85. Avantis Equity has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
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. The fund 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 Equity
Moving together with Avantis Mutual Fund
Avantis Mutual Fund Highlights
| Fund Concentration | Avantis Investors Funds, Large Blend Funds, Large Blend, Avantis Investors, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Avantis Equity [AVUSX] is traded in USA and was established 18th of January 2025. Avantis Equity is listed under Avantis Investors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Avantis Investors family. This fund presently has accumulated 418.6 M in assets under management (AUM) with minimum initial investment of 5 M. Avantis Equity is currently producing year-to-date (YTD) return of 1.14% with the current yeild of 0.01%, while the total return for the last 3 years was 8.05%.
Check Avantis Equity 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 Equity 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 Equity Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| INTC | Intel | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MA | Mastercard | Stock | Financials |
Avantis Equity Risk Profiles
| Mean Deviation | 0.5809 | |||
| Semi Deviation | 0.8213 | |||
| Standard Deviation | 0.8633 | |||
| Variance | 0.7452 |
Avantis Equity Against Markets
Other Information on Investing in Avantis Mutual Fund
Avantis Equity 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 Equity security.
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