Avantis Moderate Allocation ETF (AVMA)
Performance
The fund's own total return, a year on average over the longer periods; volatility is the yearly standard deviation of its returns.
Volatility 9.1% over one year, 9.9% over three; Sharpe ratio over three years 1.09.
Largest components
| AVUSAvantis® U.S. Equity ETF | 29.51% | ||
| AVIGAvantis Core Fixed Income ETF | 17.96% | ||
| AVLVAmerican Century ETF Trust - Avantis U.S. Large Cap Value ETF | 10.12% | ||
| AVGBAvantis Credit ETF | 7.94% | ||
| AVSFAmerican Century ETF Trust - Avantis Short-Term Fixed Income ETF | 7.89% | ||
| AVDEAvantis® International Equity ETF | 7.12% | ||
| AVEMAvantis® Emerging Markets Equity ETF | 4.19% | ||
| AVIVAvantis International Large Cap | 3.72% | ||
| AVUVAvantis® U.S. Small Cap Value ETF | 2.32% | ||
| AVSCAvantis US Small Cap Equity ETF | 2.24% |
Sectors
Regions
Asset classes
About the fund
- Issuer
- Avantis Investors
- Since
- 2023-06-27
- Listed on
- NYSE ARCA
- ISIN
- US0250721828
- Turnover
- 0% a year
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.
From the market data provider's fund data, read 2026-10-19. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.