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Last Close
Oct 03 11:50AM ET
59.40
Dollar change
-0.21
Percentage change
-0.35
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsGlobal Return% 1Y22.96% Shs Outstand Perf Week-0.61%
SponsorAvantis Investors ETF Type Tagsequity Return% 3Y- Total Holdings17 Perf Month2.43%
Fund Family Bond Type TagsETFs Return% 5Y- AUM21.75M Perf Quarter4.42%
Index- Average Maturity Tagsmoderate Return% 10Y NAV% Perf Half Y5.64%
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year18.76%
Active/Passive Quant Type Tags- Flows% 1M31.79% 52W Range48.10 - 59.91 Perf YTD9.84%
Dividend TTM1.16 (1.95%) ESG Type Tags- Flows% 3M50.04% 52W High-0.86% Beta0.72
Dividend Ex-DateJun 26, 2024 Dividend Type Sector/Theme Flows% YTD251.10% 52W Low23.49% ATR (14)0.32
Expense0.21% Structure Type Region Flows% 1Y RSI (14)58.86 Volatility0.23% 0.28%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.78 Prev Close59.61
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume3.43K Price59.40
SMA200.97% SMA502.40% SMA2005.72% Trades Volume1,292 Change-0.35%
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.