Avantis Moderate Allocation ETF 9

Frequently Asked Questions About AVMA

What does AVMA invest in?

The Avantis Moderate Allocation ETF 9 utilizes a strategic investment approach to provide extensive market exposure, with a particular focus on assets anticipated to deliver superior returns. It achieves this by investing in a range of other Avantis exchange-traded funds (ETFs) across both equity and fixed income markets. While it seeks to capture the benefits often found in indexing, like broad diversification, low turnover rates, and clear exposure, it also incorporates an active element, making investment choices informed by current market pricing to add value. The fund is managed through an efficient portfolio and trading process, specifically designed to optimize returns while minimizing unneeded risks and trading costs. Overall, this strategy aims to offer investors an effective and comprehensive allocation across the entire market landscape.

What is the expense ratio of AVMA?

Avantis Moderate Allocation ETF 9 (AVMA) charges an expense ratio of 0.23%. This is the annual fee deducted from fund assets to cover management and operations.

What is AVMA's dividend yield?

AVMA's trailing-twelve-month yield is 3.01%, calculated from the sum of dividends over the past year divided by the current price.

How big is AVMA?

Avantis Moderate Allocation ETF 9 (AVMA) manages $78.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is AVMA actively managed or an index fund?

AVMA is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (AVMA's is 0.23%) in exchange for the discretion to over- or under-weight positions.

When was AVMA launched?

Avantis Moderate Allocation ETF 9 (AVMA) launched in June 2023 and is managed by Avantis.