AVSDAvantis Responsible International Equity ETF
AVSD Fund Description
AVSD actively invests in companies of all market capitalizations in developed markets outside of the US. Holdings are screened for multiple ESG metrics and selected based on fundamental criteria.
AVSD Factset Analytics Insight
AVSD limits its investable universe of stocks in developed markets ex-US by first screening out those that do not meet multiple ESG metrics. Portfolio managers utilize third party ESG data and scoring systems combined with a proprietary screening model to exclude stocks from investment consideration. The companies remaining are evaluated based on fundamental criteria, selecting stocks perceived to have higher profitability or lower valuations. As a result, the portfolio tends to overweight small-cap growth stocks. Holdings may include securities denominated in foreign currencies. Eligibility for inclusion is determined at the time of purchase. Should the ESG assessment of a portfolio holding change, the fund managers are not obligated to sell the security. The fund performance relies on efficient portfolio management and trading process to reduce unnecessary risks and transaction costs. The fund is able to engage in securities lending.
AVSD Summary Data
AVSD Portfolio Data
AVSD Index Data
AVSD Portfolio Management
AVSD Tax Exposures
AVSD Fund Structure
AVSD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AVSD. AVSD is rated a N/A out of 5.
AVSD Sector/Industry Breakdown
AVSD Economic Development
AVSD Performance Statistics
AVSD Benchmark Comparison Summary
AVSD 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.