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Last Close
Jul 23 04:00PM ET
Dollar change
Percentage change
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsGlobal Return% 1Y13.51% Shs Outstand Perf Week-1.40%
SponsorAvantis Investors ETF Type Tagsequity Return% 3Y- Total Holdings17 Perf Month1.40%
Fund Family Bond Type TagsETFs Return% 5Y- AUM14.59M Perf Quarter5.06%
Index- Average Maturity Tagsmoderate Return% 10Y NAV% Perf Half Y7.72%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year11.21%
Active/Passive Quant Type Tags- Flows% 1M14.52% 52W Range48.10 - 58.52 Perf YTD6.70%
Dividend TTM1.16 (2.01%) ESG Type Tags- Flows% 3M53.70% 52W High-1.40% Beta0.74
Dividend Ex-DateJun 26, 2024 Dividend Type Sector/Theme Flows% YTD161.96% 52W Low19.96% ATR (14)0.32
Expense0.21% Structure Type Region Flows% 1Y RSI (14)56.47 Volatility0.18% 0.27%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume2.74 Prev Close57.78
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume3.08K Price57.70
SMA200.91% SMA501.29% SMA2006.39% Trades Volume8,423 Change-0.14%
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.