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AVIE Stock Price, Chart, Stats & News

Avantis Inflation Focused Equity ETF
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Large Value
Category
1.89%
Dividend yield
0.25%
Expense ratio
10.45M
Assets
26.50%
1Y return

AVIE chart

1M
3M
1Y
5Y
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AVIE returns

YTD
14.29%
1Y
26.50%
3Y
13.28%
1Y volatility11.32%
3Y volatility11.83%
Sharpe ratio0.78

About

This investment approach primarily directs capital towards a diverse array of U. S. businesses found in market segments and industrial categories that have historically demonstrated, or are anticipated by portfolio managers to maintain, a strong long-term relationship with inflation. From this selection of qualifying securities, the fund endeavors to maximize potential returns by prioritizing companies that offer attractive valuations and exhibit robust financial health.

Top 10 AVIE holdings

HoldingOwnership
Energy
5.20%
Consumer Defensive
3.59%
Health care
3.13%
Energy
3.00%
Health care
2.75%
Consumer Defensive
2.53%
Health care
2.20%
Consumer Defensive
2.15%
Consumer Defensive
2.00%
Energy
1.71%

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Based on sector and market capitalization

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