AVUVX Mutual Fund
AVUVX Mutual Fund
Avantis US Small Cap Value Fund Institutional Class
AVUVX Mutual Fund Overview
AVUVX Mutual Fund (Avantis US Small Cap Value Fund Institutional Class) is managed by Avantis Investors with $1.20B in net assets. AVUVX expense ratio is 0.25%, holding 683 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2019-12-04.
AVUVX performance shows a YTD return of 21.48%. The 1-year return is 39.51% and the 5-year return is 12.42%. AVUVX dividend yield stands at 5.77%, paid annually.
AVUVX top holdings include Five Below Inc (1.0%), Viasat Inc (0.9%), Gatx Corp (0.8%), Weatherford International Plc (0.8%), Matson Inc (0.7%). View all AVUVX holdings, sector breakdown, or dividend history.
AVUVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AVUVX alternatives are available via the screener, along with tax-loss harvesting opportunities.