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Avantis U.S. Small Cap Equity Inst (AVSCX)

8.92
-0.37
(-3.98%)
At close: April 4 at 8:00:06 PM EDT
Loading Chart for AVSCX
  • Previous Close 9.29
  • YTD Return -10.12%
  • Expense Ratio 0.25%
  • Category Small Blend
  • Last Cap Gain 9.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 92.34M
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.05
  • Inception Date Jun 20, 2024

The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. The advisor seeks securities of companies that it 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 relative to other U.S. small cap companies.

Avantis Investors

Fund Family

Small Blend

Fund Category

92.34M

Net Assets

2024-06-20

Inception Date

Performance Overview: AVSCX

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Trailing returns as of 4/4/2025. Category is Small Blend.

YTD Return

AVSCX
10.12%
Category
20.19%
 

1-Year Return

AVSCX
0.00%
Category
60.18%
 

3-Year Return

AVSCX
0.00%
Category
11.32%
 

5-Year Return

AVSCX
0.00%
Category
13.88%
 

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Holdings: AVSCX

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Sector Weightings

SectorAVSCX
Industrials   14.13%
Healthcare   12.98%
Technology   12.06%
Energy   6.05%
Utilities   1.97%
Real Estate   1.26%

Recent News: AVSCX

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Research Reports: AVSCX

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