AVMV
Avantis U.S. Mid Cap Value ETF
📎 Investment Objective
The Avantis U.S. Mid Cap Value ETF (AVMV) seeks to provide long-term capital appreciation by investing in a diversified portfolio of U.S. mid-cap value stocks.
Overview
ETF tracking Avantis U.S. Mid Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Avantis U.S. Mid Cap Value ETF (AVMV) seeks to provide long-term capital appreciation by investing in a diversified portfolio of U.S. mid-cap value stocks.
🎯 Investment Strategy
The fund employs a value-oriented investment approach, seeking to invest in companies that the portfolio managers believe are undervalued relative to their intrinsic worth. The fund's portfolio is constructed using a quantitative process that aims to identify mid-cap stocks with attractive value characteristics.
✨ Key Features
- Focuses on mid-cap U.S. stocks with a value tilt
- Utilizes a quantitative, data-driven investment process
- Aims to provide exposure to the mid-cap value segment of the U.S. equity market
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector risk: The fund's performance may be sensitive to developments in certain sectors or industries
- Style risk: The fund's value-oriented investment approach may underperform growth-oriented strategies during certain market conditions
- Mid-cap risk: Investing in mid-cap companies may involve greater risk and volatility than large-cap companies
👤 Best For
The Avantis U.S. Mid Cap Value ETF may be suitable for long-term investors seeking exposure to the mid-cap value segment of the U.S. equity market as part of a diversified portfolio. The fund's low-cost, quantitative approach may appeal to investors focused on cost-effective access to this market segment.