AVSF
Avantis Short-Term Fixed Income ETFAVSF Fund Description
AVSF is an actively managed ETF investing in investment-grade, short-term fixed income securities across sectors from issuers around the globe.
AVSF Factset Analytics Insight
AVSF is actively managed to invest in a broad selection of bonds from both US and non-US issuers. Securities may include those issued by corporations or governments and their agencies, instrumentalities, or sponsored corporations—including supranational organizations. The portfolio selection seeks bonds with high expected returns through a process that uses an analytical framework, which includes an assessment of each bond’s expected income and capital appreciation. The portfolio managers categorize the fund’s universe into component groups based on factors such as industry sector, credit rating, duration, country, and currency. Then, they calculate the expected return implied by the yield curve of each component group, while considering valuation metrics such as yield, duration, and option adjusted spreads. The portfolio aims for a three year average maturity. The fund may also invest in credit default swaps and total return swaps.
AVSF MSCI ESG Analytics Insight
Avantis Short-Term Fixed Income ETF has an MSCI ESG Fund Rating of A based on a score of 6.83 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 Short-Term Fixed Income ETF ranks in the 73th percentile within its peer group and in the 61st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AVSF Summary Data
AVSF Portfolio Data
AVSF Index Data
AVSF Portfolio Management
AVSF Tax Exposures
AVSF Fund Structure
AVSF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AVSF. AVSF is rated a N/A out of 5.
AVSF Tradability
AVSF Top 10 Holdings[View All]
AVSF Performance Statistics
AVSF MSCI ESG Ratings
AVSF Holdings Statistics
AVSF Avg Life Maturity Distribution
AVSF OAS Breakdown
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.