AVUS
Avantis U.S. Equity ETFAVUS Fund Description
AVUS is an actively managed portfolio of US equities of all market capitalizations, with a bias toward smaller, more profitable or value companies.
AVUS Factset Analytics Insight
AVUS is actively managed basket of all-cap US stocks emphasizing smaller companies with high profitability or value traits. The fund manager uses fundamental criteria such as shares outstanding, cash flow, revenue, expenses, and price to book to select holdings. AVUS underweights, or may at times exclude large-cap companies or those with low profitability. The fund measures itself against the Russell 3000.
AVUS MSCI ESG Analytics Insight
Avantis U.S. Equity ETF has an MSCI ESG Fund Rating of A based on a score of 6.33 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 U.S. Equity ETF ranks in the 51st percentile within its peer group and in the 53th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AVUS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
AVUS Summary Data
AVUS Portfolio Data
AVUS Index Data
AVUS Portfolio Management
AVUS Tax Exposures
AVUS Fund Structure
AVUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AVUS. AVUS is rated a 5 out of 5.
AVUS Tradability
AVUS Sector/Industry Breakdown
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AVUS Top 10 Holdings[View All]
AVUS Countries
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AVUS Regions
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AVUS Economic Development
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AVUS Performance Statistics
AVUS MSCI ESG Ratings
AVUS Benchmark Comparison Summary
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AVUS Benchmark Comparison Market Cap Size
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Terms of Use
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.