Nasdaq - Delayed Quote USD

Avantis Short-Term Fixed Income G (AVGNX)

9.57
0.00
(0.00%)
At close: 8:00:06 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Commonwealth Universe
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Nationwide Retirement Flexible Advantage
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests primarily in investment grade quality debt obligations from a diverse group of U.S. and non-U.S. issuers. Under normal market conditions, it will invest at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities. Fixed income securities in which the fund may invest include corporate bonds and notes issued by U.S. and foreign corporations, securities issued by governments and their agencies, instrumentalities, or sponsored corporations-including supranational organizations.

Fund Overview

Category Short-Term Bond
Fund Family Avantis Investors
Net Assets 9.75M
YTD Return 2.24%
Yield 3.98%
Morningstar Rating
Inception Date Feb 24, 2021

Performance & Risk

YTD Return 2.39%
5y Average Return 0.00%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.38
Morningstar Risk Rating

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