Avantis Us is trading at 19.60 as of the 20th of July 2025; that is 0.67 percent up since the beginning of the trading day. The fund's open price was 19.47. Avantis Us has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. The fund seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics. More on Avantis Equity
Avantis Equity [AVUSX] is traded in USA and was established 20th of July 2025. Avantis Us is listed under Avantis Investors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Avantis Investors family. This fund presently has accumulated 418.6 M in assets under management (AUM) with minimum initial investment of 5 M. Avantis Equity is currently producing year-to-date (YTD) return of 6.01% with the current yeild of 0.01%, while the total return for the last 3 years was 17.14%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Avantis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Avantis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Avantis Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Avantis Mutual Fund
Avantis Us financial ratios help investors to determine whether Avantis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Avantis with respect to the benefits of owning Avantis Us security.