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Last Close
Sep 16 04:00PM ET
58.78
Dollar change
+0.29
Percentage change
0.50
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsGlobal Return% 1Y17.24% Shs Outstand Perf Week2.10%
SponsorAvantis Investors ETF Type Tagsequity Return% 3Y- Total Holdings18 Perf Month2.06%
Fund Family Bond Type TagsETFs Return% 5Y- AUM19.60M Perf Quarter3.81%
Index- Average Maturity Tagsmoderate Return% 10Y NAV% Perf Half Y5.85%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year15.47%
Active/Passive Quant Type Tags- Flows% 1M23.73% 52W Range48.10 - 58.91 Perf YTD8.70%
Dividend TTM1.16 (1.97%) ESG Type Tags- Flows% 3M52.53% 52W High-0.22% Beta0.73
Dividend Ex-DateJun 26, 2024 Dividend Type Sector/Theme Flows% YTD236.81% 52W Low22.20% ATR (14)0.39
Expense0.21% Structure Type Region Flows% 1Y RSI (14)61.49 Volatility0.47% 0.29%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume1.16 Prev Close58.49
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume3.46K Price58.78
SMA201.14% SMA502.16% SMA2005.48% Trades Volume4,028 Change0.50%
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.