AVMA

Avantis Moderate Allocation ETF

$65.44

+0.00%

Market closed. Last update: 12:32 PM ET

📎 Investment Objective

The Avantis Moderate Allocation ETF seeks to provide a moderate level of capital appreciation and income by investing in a diversified portfolio of asset classes.

Overview

ETF tracking Avantis Moderate Allocation ETF

Category Multi-Asset

Issuer Other

Inception Date 2023-06-29

Market Cap $39.3M

Average Volume N/A

Dividend Yield 2.27%

52-Week Range $53.23 - $66.20

VWAP $65.44

Performance

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Investment Summary

📎 Investment Objective

The Avantis Moderate Allocation ETF seeks to provide a moderate level of capital appreciation and income by investing in a diversified portfolio of asset classes.

🎯 Investment Strategy

The fund invests in a mix of equity and fixed income securities, with a target allocation of approximately 60% equities and 40% fixed income. The equity portion includes both domestic and international stocks, while the fixed income portion includes government, corporate, and mortgage-backed securities. The fund's asset allocation is actively managed to maintain the targeted moderate risk profile.

✨ Key Features

Diversified multi-asset portfolio with a moderate risk profile
Active asset allocation management to maintain target risk/return characteristics
Exposure to both equity and fixed income asset classes
Seeks to provide a balance of capital appreciation and income

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Interest rate risk: Changes in interest rates may impact the value of the fund's fixed income holdings
Equity risk: The fund's equity holdings are subject to the risks of the stock market
Asset allocation risk: The fund's performance depends on the success of its asset allocation strategy

👤 Best For

The Avantis Moderate Allocation ETF may be suitable for investors seeking a diversified, moderate-risk investment that provides a balance of capital appreciation and income. It may be appropriate for investors with a medium-term investment horizon and a moderate risk tolerance.