Nasdaq - Delayed Quote USD

Avantis U.S. Equity Institutional (AVUSX)

18.24
-0.33
(-1.78%)
As of 8:09:09 AM EDT. Market Open.

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
  • Raymond James Investment Services Ltd
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Commonwealth Universe
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Nationwide Retirement Flexible Advantage
  • Cetera Financial Specialists LLC- Premier
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies.

Fund Overview

Category Large Blend
Fund Family Avantis Investors
Net Assets 764.44M
YTD Return -6.12%
Yield 1.45%
Morningstar Rating
Inception Date Dec 04, 2019

Performance & Risk

YTD Return 0.60%
5y Average Return 16.45%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

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