AVSU

Avantis Responsible U.S. Equity ETF

$73.98

+0.00%

Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The Avantis Responsible U.S. Equity ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of U.S. equities that meet certain environmental, social, and governance (ESG) criteria.

Overview

ETF tracking Avantis Responsible U.S. Equity ETF

Category ESG

Issuer Other

Inception Date 2022-03-17

Market Cap $429.1M

Average Volume N/A

Dividend Yield 1.07%

52-Week Range $55.22 - $75.50

VWAP $74.07

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund aims to achieve its objective by investing in a broad range of U.S. companies that demonstrate positive ESG characteristics, such as strong environmental practices, responsible labor policies, and effective corporate governance. The portfolio is constructed using a systematic, rules-based approach that considers various ESG factors alongside traditional financial metrics.

✨ Key Features

Focuses on U.S. equities with strong ESG profiles
Utilizes a systematic, data-driven investment process
Seeks to provide long-term capital appreciation
Relatively low expense ratio compared to many ESG funds

⚠️ Primary Risks

Potential for underperformance relative to the broader U.S. equity market if ESG-focused stocks underperform
Concentration risk as the fund is focused on a specific subset of the U.S. equity market
Liquidity risk due to the fund's relatively small asset base
Regulatory and reputational risks associated with ESG investing

👤 Best For

The Avantis Responsible U.S. Equity ETF may be suitable for long-term investors seeking exposure to U.S. equities with a focus on environmental, social, and governance factors. It may be particularly appealing to investors who want to align their investments with their personal values while still seeking competitive long-term returns.