AVLV
Avantis U.S. Large Cap Value ETF
📎 Investment Objective
The Avantis U.S. Large Cap Value ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of large-capitalization U.S. value stocks.
Overview
ETF tracking Avantis U.S. Large Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Avantis U.S. Large Cap Value ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of large-capitalization U.S. value stocks.
🎯 Investment Strategy
The fund uses a systematic, rules-based approach to identify and invest in companies that exhibit value characteristics, such as low price-to-book ratios. The portfolio is broadly diversified across sectors and industries to manage risk.
✨ Key Features
- Focuses on large-cap U.S. value stocks
- Employs a systematic, data-driven investment process
- Broadly diversified portfolio to manage risk
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Value investing risk: Value stocks may underperform the overall stock market for extended periods
- Concentration risk: The fund's performance may be more volatile due to its focus on a specific market segment
- Liquidity risk: The fund may have difficulty selling certain holdings, especially in volatile markets
👤 Best For
The Avantis U.S. Large Cap Value ETF may be suitable for long-term investors seeking exposure to large-cap U.S. value stocks as part of a diversified portfolio. Investors should have a moderate to high risk tolerance and a long-term investment horizon to potentially benefit from the fund's value-oriented approach.