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Nasdaq - Delayed Quote USD

Avantis U.S. Small Cap Value G (AVCNX)

14.10
-0.06
(-0.42%)
At close: 8:05:07 AM EDT
Loading Chart for AVCNX
  • Previous Close 14.16
  • YTD Return -9.09%
  • Expense Ratio 0.00%
  • Category Small Value
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 999.47M
  • Beta (5Y Monthly) 1.19
  • Yield 1.79%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.29
  • Inception Date Dec 4, 2019

The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. It seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics. Under normal market conditions, the fund will invest at least 80% of its assets in securities of small capitalization companies located in the United States.

Avantis Investors

Fund Family

Small Value

Fund Category

999.47M

Net Assets

2019-12-04

Inception Date

Performance Overview: AVCNX

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Trailing returns as of 4/15/2025. Category is Small Value.

YTD Return

AVCNX
9.09%
Category
26.79%
 

1-Year Return

AVCNX
6.07%
Category
71.02%
 

3-Year Return

AVCNX
4.90%
Category
9.35%
 

5-Year Return

AVCNX
25.48%
Category
12.17%
 

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Holdings: AVCNX

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Sector Weightings

SectorAVCNX
Industrials   15.29%
Energy   14.90%
Technology   7.45%
Healthcare   4.06%
Real Estate   0.42%
Utilities   0.18%

Recent News: AVCNX

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Research Reports: AVCNX

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