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Last Close
May 10 03:09PM ET
56.52
Dollar change
-0.05
Percentage change
-0.08
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsGlobal Return% 1Y- Shs Outstand Perf Week1.10%
SponsorAvantis Investors ETF Type Tagsequity Return% 3Y- Total Holdings17 Perf Month0.89%
Fund Family Bond Type TagsETFs Return% 5Y- AUM10.61M Perf Quarter4.02%
Index- Average Maturity Tagsmoderate Return% 10Y NAV% Perf Half Y12.51%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year-
Active/Passive Quant Type Tags- Flows% 1M18.55% 52W Range48.10 - 56.93 Perf YTD4.52%
Dividend TTM0.60 (1.06%) ESG Type Tags- Flows% 3M37.68% 52W High-0.72% Beta-
Dividend Ex-DateDec 20, 2023 Dividend Type Sector/Theme Flows% YTD100.25% 52W Low17.51% ATR (14)0.29
Expense0.21% Structure Type Region Flows% 1Y RSI (14)62.47 Volatility0.08% 0.21%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.04 Prev Close56.57
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume1.61K Price56.52
SMA202.07% SMA501.32% SMA2007.02% Trades Volume55 Change-0.08%
Avantis Moderate Allocation ETF seeks long-term capital appreciation. The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.