AVUQ

Avantis U.S. Quality ETF

$59.22
+0.00%
Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The Avantis U.S. Quality ETF seeks to provide long-term capital appreciation by investing in a portfolio of high-quality U.S. stocks.

Overview

ETF tracking Avantis U.S. Quality ETF

Category Other
Issuer Other
Inception Date 2025-03-27
Market Cap $154.0M
Average Volume N/A
Dividend Yield 0.22%
52-Week Range $43.43 - $62.01
VWAP $58.82

Performance

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Investment Summary

📎 Investment Objective

The Avantis U.S. Quality ETF seeks to provide long-term capital appreciation by investing in a portfolio of high-quality U.S. stocks.

🎯 Investment Strategy

The fund uses a quantitative approach to identify U.S. companies that exhibit characteristics associated with higher profitability and lower risk. The portfolio is diversified across sectors and market capitalizations.

✨ Key Features

  • Focuses on high-quality U.S. stocks with strong fundamentals
  • Utilizes a quantitative, rules-based investment process
  • Diversified portfolio across sectors and market caps
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Concentration risk: The fund's performance may be more volatile due to its focus on high-quality U.S. stocks
  • Style risk: The fund's emphasis on quality stocks may underperform other investment styles at times
  • Liquidity risk: The fund may have difficulty trading certain holdings, especially in volatile markets

👤 Best For

The Avantis U.S. Quality ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of high-quality U.S. stocks with the potential for capital appreciation. It may be appropriate as a core holding or a complement to a broader investment portfolio.