AVESAvantis Emerging Markets Value ETF
AVES Fund Description
AVES is an actively managed fund of emerging market equities with lower prices relative to their book values.
AVES Factset Analytics Insight
AVES actively invests in equity securities from emerging market companies across different market sectors and industry groups, focusing mainly on those trading at lower prices relative to their book value ratios and other financial metrics. The fund emphasises high profitability and value companies, which are identified by looking at reported and estimated company financials, market data, and other fundamental data like cash flows, revenues, and shares outstanding. The portfolio managers may also consider other factors when selecting the securities for the fund, such as historical performance of the share, liquidity, and tax, governance, or cost considerations. Market and financial data analysis is utilized on a continuous basis to make buy, sell, and hold decisions.
AVES MSCI ESG Analytics Insight
Avantis Emerging Markets Value ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.94 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Avantis Emerging Markets Value ETF ranks in the 22nd percentile within its peer group and in the 8th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AVES Summary Data
AVES Portfolio Data
AVES Index Data
AVES Portfolio Management
AVES Tax Exposures
AVES Fund Structure
AVES Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AVES. AVES is rated a 5 out of 5.
AVES Sector/Industry Breakdown
AVES Economic Development
AVES Performance Statistics
AVES MSCI ESG Ratings
AVES Benchmark Comparison Summary
AVES Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.