AVLVX Mutual Fund
AVLVX Mutual Fund
Avantis US Large Cap Value Fund Class Institutional
AVLVX Mutual Fund Overview
AVLVX Mutual Fund (Avantis US Large Cap Value Fund Class Institutional) is managed by American Century Investments with $349.6M in net assets. AVLVX expense ratio is 0.15%, holding 204 positions across sectors including Industrials, Consumer Discretionary, Unknown. Inception date: 2022-07-11.
AVLVX performance shows a YTD return of 20.91%. The 1-year return is 38.01%. AVLVX dividend yield stands at 2.70%, paid annually.
AVLVX top holdings include Micron Technology, Inc. (3.5%), Exxon Mobil Corp (2.8%), Caterpillar, Inc. (2.8%), Merck & Co. Inc. (2.6%), Lam Research Corp (2.4%). View all AVLVX holdings, sector breakdown, or dividend history.
AVLVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AVLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.