AVSC
Avantis U.S. Small Cap Equity ETF
📎 Investment Objective
The Avantis U.S. Small Cap Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization U.S. stocks.
Overview
ETF tracking Avantis U.S. Small Cap Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Avantis U.S. Small Cap Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization U.S. stocks.
🎯 Investment Strategy
The fund employs a systematic, evidence-based approach to investing, seeking to capture the returns associated with the small-cap risk premium. It invests in a broad range of small-cap stocks, with a focus on those exhibiting characteristics that may be associated with higher expected returns, such as low valuation, high profitability, and favorable momentum.
✨ Key Features
- Exposure to a diversified portfolio of small-cap U.S. stocks
- Systematic, evidence-based investment approach targeting factors associated with higher expected returns
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Small-cap stocks may be subject to higher volatility and risk than larger-cap stocks
- The fund's performance may deviate from the broader small-cap market due to its factor-based investment approach
- Limited track record makes it difficult to assess long-term performance
- Investors may experience higher portfolio turnover and trading costs compared to broader market index funds
👤 Best For
The Avantis U.S. Small Cap Equity ETF may be suitable for long-term investors seeking exposure to the small-cap segment of the U.S. equity market, with a focus on factors that may be associated with higher expected returns. Investors should have a higher risk tolerance and a long-term investment horizon to accommodate the potential volatility of small-cap stocks.