Avantis Small Cap Etf Profile
AVUV Etf | USD 91.74 0.88 0.97% |
Performance7 of 100
| Odds Of DistressLess than 9
|
Avantis Small is selling for under 91.74 as of the 7th of May 2024; that is 0.97 percent increase since the beginning of the trading day. The etf's lowest day price was 91.4. Avantis Small has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Avantis Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of April 2024 and ending today, the 7th of May 2024. Click here to learn more.
The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. Avantis US is traded on NYSEARCA Exchange in the United States. More on Avantis Small Cap
Moving together with Avantis Etf
0.72 | VBR | Vanguard Small Cap | PairCorr |
0.63 | IWN | iShares Russell 2000 | PairCorr |
0.82 | DFAT | Dimensional Targeted | PairCorr |
0.76 | DES | WisdomTree SmallCap | PairCorr |
Avantis Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Avantis Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Avantis Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas | (View all Themes) |
Business Concentration | Size And Style ETFs, Small Cap ETFs, Small Value, Avantis Investors (View all Sectors) |
Issuer | American Century Investments |
Inception Date | 2019-09-24 |
Entity Type | Regulated Investment Company |
Asset Under Management | 11.17 Billion |
Asset Type | Equity |
Category | Size and Style |
Focus | Small Cap |
Market Concentration | Developed Markets |
Region | North America |
Administrator | American Century Services, LLC |
Advisor | American Century Investment Management, Inc. |
Custodian | State Street Bank and Trust Company |
Distributor | Foreside Fund Services, LLC |
Portfolio Manager | Eduardo Repetto, Mitchell Firestein, Daniel Ong, Ted Randall |
Transfer Agent | State Street Bank and Trust Company |
Fiscal Year End | 31-Aug |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 773 |
Market Maker | Citadel |
Total Expense | 0.25 |
Management Fee | 0.25 |
Country Name | USA |
Returns Y T D | 1.52 |
Name | Avantis U.S. Small Cap Value ETF |
Currency Code | USD |
Open Figi | BBG00Q9MQZ44 |
In Threey Volatility | 23.06 |
1y Volatility | 23.62 |
200 Day M A | 83.9893 |
50 Day M A | 89.9368 |
Code | AVUV |
Updated At | 7th of May 2024 |
Currency Name | US Dollar |
In Threey Sharp Ratio | 0.31 |
Type | ETF |
Avantis Small Cap [AVUV] is traded in USA and was established 2019-09-24. The fund is listed under Small Value category and is part of Avantis Investors family. The entity is thematically classified as Size And Style ETFs. Avantis Small Cap presently have 3.37 B in assets under management (AUM). , while the total return for the last 3 years was 8.1%.
Check Avantis Small Probability Of Bankruptcy
Geographic Allocation (%)
Top Avantis Small Cap Etf Constituents
NUS | Nu Skin Enterprises | Stock | Consumer Staples |
PENN | Penn National Gaming | Stock | Consumer Discretionary |
WAL | Western Alliance Bancorporation | Stock | Financials |
FL | Foot Locker | Stock | Consumer Discretionary |
R | Ryder System | Stock | Industrials |
AA | Alcoa Corp | Stock | Materials |
LPX | Louisiana Pacific | Stock | Materials |
Avantis Small Target Price Odds Analysis
Depending on a normal probability distribution, the odds of Avantis Small jumping above the current price in 90 days from now is about 11.97%. The Avantis Small Cap probability density function shows the probability of Avantis Small etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Avantis Small Cap has a beta of -0.1222. This suggests as returns on the benchmark increase, returns on holding Avantis Small are expected to decrease at a much lower rate. During a bear market, however, Avantis Small Cap is likely to outperform the market. Additionally, avantis Small Cap has an alpha of 0.1126, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Avantis Small to move above the current price in 90 days from now is about 11.97 (This Avantis Small Cap probability density function shows the probability of Avantis Etf to fall within a particular range of prices over 90 days) .
Avantis Small Top Holders
AAAUX | Strategic Allocation Aggressive | Mutual Fund | Allocation--70% to 85% Equity |
ASAUX | Strategic Allocation Aggressive | Mutual Fund | Allocation--70% to 85% Equity |
AAAIX | Strategic Allocation Aggressive | Mutual Fund | Allocation--70% to 85% Equity |
ACVAX | Strategic Allocation Aggressive | Mutual Fund | Allocation--70% to 85% Equity |
TWSAX | Strategic Allocation Aggressive | Mutual Fund | Allocation--70% to 85% Equity |
ICSNX | Dynamic Opportunity Fund | Mutual Fund | Tactical Allocation |
ICSIX | Dynamic Opportunity Fund | Mutual Fund | Tactical Allocation |
Avantis Small Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Avantis Small market risk premium is the additional return an investor will receive from holding Avantis Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Avantis Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Avantis Small's alpha and beta are two of the key measurements used to evaluate Avantis Small's performance over the market, the standard measures of volatility play an important role as well.
Risk Adjusted Performance | 0.0676 | |||
Jensen Alpha | 0.1126 | |||
Total Risk Alpha | (0.01) | |||
Sortino Ratio | 0.0297 |
Avantis Small Against Markets
Picking the right benchmark for Avantis Small etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Avantis Small etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Avantis Small is critical whether you are bullish or bearish towards Avantis Small Cap at a given time. Please also check how Avantis Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Avantis Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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All Next | Launch Module |
How to buy Avantis Etf?
Before investing in Avantis Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Avantis Small. To buy Avantis Small etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Avantis Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Avantis Small etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Avantis Small Cap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Avantis Small Cap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Avantis Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Avantis Etf please use our How to Invest in Avantis Small guide.
Already Invested in Avantis Small Cap?
The danger of trading Avantis Small Cap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Avantis Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Avantis Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Avantis Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Avantis Small Cap is a strong investment it is important to analyze Avantis Small's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Avantis Small's future performance. For an informed investment choice regarding Avantis Etf, refer to the following important reports: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Avantis Small Cap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
The market value of Avantis Small Cap is measured differently than its book value, which is the value of Avantis that is recorded on the company's balance sheet. Investors also form their own opinion of Avantis Small's value that differs from its market value or its book value, called intrinsic value, which is Avantis Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Avantis Small's market value can be influenced by many factors that don't directly affect Avantis Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Avantis Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Avantis Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.