AVMC

Avantis U.S. Mid Cap Equity ETF

$68.68
+0.00%
Market closed. Last update: 11:44 PM ET

📎 Investment Objective

The Avantis U.S. Mid Cap Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of mid-capitalization U.S. equities.

Overview

ETF tracking Avantis U.S. Mid Cap Equity ETF

Category Mid Cap
Issuer Other
Inception Date 2023-11-09
Market Cap $206.0M
Average Volume N/A
Dividend Yield 1.15%
52-Week Range $54.61 - $70.35
VWAP $68.78

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Avantis U.S. Mid Cap Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of mid-capitalization U.S. equities.

🎯 Investment Strategy

The fund employs a systematic, evidence-based investment approach to identify mid-cap stocks that the portfolio managers believe have higher expected returns. The strategy aims to capture the risk premia associated with factors such as value, momentum, and profitability.

✨ Key Features

  • Exposure to a broad portfolio of mid-cap U.S. stocks
  • Utilizes a systematic, data-driven investment process to target stocks with higher expected returns
  • Relatively low-cost with an expense ratio of 0.00%
  • Actively managed by experienced investment professionals at Avantis Investors

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Equity risk: Stocks may experience periods of high volatility and lose value
  • Mid-cap risk: Smaller companies may be more susceptible to market downturns
  • Active management risk: The fund's performance may deviate from the broader market

👤 Best For

The Avantis U.S. Mid Cap Equity ETF may be suitable for investors seeking long-term capital appreciation through exposure to a diversified portfolio of mid-capitalization U.S. equities. This fund may be appropriate for investors with a moderate to high-risk tolerance and a long-term investment horizon.