AVGV
Avantis All Equity Markets Value ETF
📎 Investment Objective
The Avantis All Equity Markets Value ETF (AVGV) seeks to provide long-term capital appreciation by investing in a diversified portfolio of global value stocks.
Overview
ETF tracking Avantis All Equity Markets Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Avantis All Equity Markets Value ETF (AVGV) seeks to provide long-term capital appreciation by investing in a diversified portfolio of global value stocks.
🎯 Investment Strategy
The fund employs a value-oriented investment approach, seeking to invest in companies that the Avantis investment team believes are undervalued relative to their intrinsic worth. The portfolio is broadly diversified across developed and emerging markets, with a focus on identifying attractively priced stocks with the potential for capital growth.
✨ Key Features
- Broad global equity exposure with a value tilt
- Actively managed portfolio aiming to identify undervalued stocks
- Diversified across developed and emerging markets
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to overall market conditions
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented or other investment styles
- Currency risk: Investments in non-U.S. securities are subject to fluctuations in foreign exchange rates
- Emerging markets risk: Investing in emerging markets may involve greater volatility and liquidity risks
👤 Best For
The Avantis All Equity Markets Value ETF may be suitable for long-term investors seeking global equity exposure with a focus on value stocks. This fund may be appropriate for investors with a moderate to high risk tolerance who are looking to diversify their portfolio and potentially benefit from the long-term outperformance of value stocks.