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Last Close
May 07 04:00PM ET
56.29
Dollar change
+0.05
Percentage change
0.09
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsGlobal Return% 1Y- Shs Outstand Perf Week2.29%
SponsorAvantis Investors ETF Type Tagsequity Return% 3Y- Total Holdings17 Perf Month-0.40%
Fund Family Bond Type TagsETFs Return% 5Y- AUM10.55M Perf Quarter4.23%
Index- Average Maturity Tagsmoderate Return% 10Y NAV% Perf Half Y15.97%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year-
Active/Passive Quant Type Tags- Flows% 1M18.68% 52W Range48.10 - 56.93 Perf YTD4.09%
Dividend TTM0.60 (1.07%) ESG Type Tags- Flows% 3M40.45% 52W High-1.12% Beta-
Dividend Ex-DateDec 20, 2023 Dividend Type Sector/Theme Flows% YTD101.39% 52W Low17.03% ATR (14)0.33
Expense0.21% Structure Type Region Flows% 1Y RSI (14)60.40 Volatility0.35% 0.21%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume3.23 Prev Close56.24
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume1.54K Price56.29
SMA201.71% SMA501.06% SMA2006.72% Trades Volume4,956 Change0.09%
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.