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Avantis Moderate Allocation ETF 9
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Moderate Allocation
Category
2.37%
Dividend yield
$1.71
0.23%
Expense ratio
69.11M
Assets
25.01%
1Y return
AVMA chart
1M
3M
1Y
5Y
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AVMA returns
| YTD | 10.92% |
| 1Y | 25.01% |
| 1Y volatility | 8.44% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
This strategy is a strategic allocation designed to provide broad market exposure while emphasizing securities with higher expected returns.* The strategy pursues its objective through investing in a series of other Avantis equity and fixed income exchange-traded funds (ETFs). It pursues the benefits associated with indexing (diversification, low turnover, transparency of exposures) but with the ability to add value by making investment decisions using information in current prices. Efficient portfolio management and trading process that are designed to enhance returns while seeking to reduce unnecessary risks and transaction costs.
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