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Last Close
Jul 03 12:48PM ET
56.78
Dollar change
+0.30
Percentage change
0.53
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsGlobal Return% 1Y13.64% Shs Outstand Perf Week0.78%
SponsorAvantis Investors ETF Type Tagsequity Return% 3Y- Total Holdings18 Perf Month-0.06%
Fund Family Bond Type TagsETFs Return% 5Y- AUM13.63M Perf Quarter0.43%
Index- Average Maturity Tagsmoderate Return% 10Y NAV% Perf Half Y5.64%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year-
Active/Passive Quant Type Tags- Flows% 1M19.97% 52W Range48.10 - 57.32 Perf YTD5.01%
Dividend TTM1.16 (2.04%) ESG Type Tags- Flows% 3M51.84% 52W High-0.94% Beta0.74
Dividend Ex-DateJun 26, 2024 Dividend Type Sector/Theme Flows% YTD155.96% 52W Low18.05% ATR (14)0.29
Expense0.21% Structure Type Region Flows% 1Y RSI (14)52.38 Volatility0.26% 0.25%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.36 Prev Close56.49
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume3.01K Price56.78
SMA200.06% SMA500.58% SMA2005.59% Trades Volume1,094 Change0.53%
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.