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Last Close
Dec 06 04:00PM ET
61.13
Dollar change
+0.03
Percentage change
0.04
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsGlobal Return% 1Y19.67% Shs Outstand Perf Week0.07%
SponsorAvantis Investors ETF Type Tagsequity Return% 3Y- Total Holdings18 Perf Month1.44%
Fund Family Bond Type TagsETFs Return% 5Y- AUM24.75M Perf Quarter6.18%
Index- Average Maturity Tagsmoderate Return% 10Y NAV% Perf Half Y7.96%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year17.24%
Active/Passive Quant Type Tags- Flows% 1M-1.21% 52W Range52.11 - 61.29 Perf YTD13.04%
Dividend TTM1.16 (1.90%) ESG Type Tags- Flows% 3M43.29% 52W High-0.27% Beta0.74
Dividend Ex-DateJun 26, 2024 Dividend Type Sector/Theme Flows% YTD263.04% 52W Low17.31% ATR (14)0.23
Expense0.21% Structure Type Region Flows% 1Y RSI (14)67.02 Volatility0.19% 0.18%
Option/ShortYes / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.05 Prev Close61.10
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume4.34K Price61.13
SMA201.08% SMA502.06% SMA2006.17% Trades Volume229 Change0.04%
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.