Key stats
About Avantis U.S. Equity ETF
Home page
Inception date
Sep 24, 2019
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.