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Last Close
Jul 19 04:00PM ET
Dollar change
Percentage change
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsGlobal Return% 1Y12.29% Shs Outstand Perf Week-0.78%
SponsorAvantis Investors ETF Type Tagsequity Return% 3Y- Total Holdings17 Perf Month0.58%
Fund Family Bond Type TagsETFs Return% 5Y- AUM14.50M Perf Quarter5.19%
Index- Average Maturity Tagsmoderate Return% 10Y NAV% Perf Half Y8.31%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year12.46%
Active/Passive Quant Type Tags- Flows% 1M14.63% 52W Range48.10 - 58.52 Perf YTD6.12%
Dividend TTM1.16 (2.02%) ESG Type Tags- Flows% 3M54.24% 52W High-1.93% Beta0.74
Dividend Ex-DateJun 26, 2024 Dividend Type Sector/Theme Flows% YTD164.76% 52W Low19.31% ATR (14)0.34
Expense0.21% Structure Type Region Flows% 1Y RSI (14)52.87 Volatility0.33% 0.28%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.61 Prev Close57.75
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume3.06K Price57.39
SMA200.47% SMA500.83% SMA2005.97% Trades Volume1,854 Change-0.63%
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.