AVUSX Mutual Fund
AVUSX Mutual Fund
Avantis US Equity Fund Institutional Class
AVUSX Mutual Fund Overview
AVUSX Mutual Fund (Avantis US Equity Fund Institutional Class) is managed by Avantis Investors with $699.0M in net assets. AVUSX expense ratio is 0.15%, holding 1553 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2019-12-04.
AVUSX performance shows a YTD return of 14.41%. The 1-year return is 28.20% and the 5-year return is 12.51%. AVUSX dividend yield stands at 2.29%, paid annually.
AVUSX top holdings include Apple, Inc (4.7%), Nvidia Corp. (4.3%), Microsoft Corp 4.100 Feb 06 37 (3.5%), Amazon.Com Inc (3.5%), Alphabet Inc. C (2.5%). View all AVUSX holdings, sector breakdown, or dividend history.
AVUSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AVUSX alternatives are available via the screener, along with tax-loss harvesting opportunities.