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Nasdaq - Delayed Quote USD

Avantis U.S. Equity G (AVUNX)

17.03
+1.45
+(9.31%)
At close: 8:00:06 PM EDT
Loading Chart for AVUNX
  • Previous Close 15.58
  • YTD Return -4.33%
  • Expense Ratio 0.00%
  • Category Large Blend
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 768.99M
  • Beta (5Y Monthly) 1.03
  • Yield 1.59%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.28
  • Inception Date Dec 4, 2019

The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. The fund 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 equity securities of U.S. companies.

Avantis Investors

Fund Family

Large Blend

Fund Category

768.99M

Net Assets

2019-12-04

Inception Date

Performance Overview: AVUNX

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Trailing returns as of 4/8/2025. Category is Large Blend.

YTD Return

AVUNX
4.33%
Category
5.31%
 

1-Year Return

AVUNX
4.53%
Category
20.31%
 

3-Year Return

AVUNX
7.65%
Category
6.48%
 

5-Year Return

AVUNX
19.00%
Category
11.78%
 

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Holdings: AVUNX

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Sector Weightings

SectorAVUNX
Technology   23.26%
Industrials   10.73%
Healthcare   7.57%
Energy   6.77%
Utilities   2.69%
Real Estate   0.14%

Recent News: AVUNX

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Research Reports: AVUNX

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