Avantis U.S. Mid Cap Equity ETF

Frequently Asked Questions About AVMC

What does AVMC invest in?

This exchange-traded fund primarily invests in a wide range of U.S. companies with medium market capitalizations. It aims to maximize potential returns by emphasizing securities that are undervalued and exhibit superior profitability. The fund blends the advantages of passive investing, such as broad diversification, low portfolio turnover, transparency, and tax efficiency, with active management that leverages real-time market pricing to enhance value. Its efficient investment management and trading strategies are designed to optimize investor returns while carefully mitigating unnecessary risks and costs.

What is the expense ratio of AVMC?

Avantis U.S. Mid Cap Equity ETF (AVMC) charges an expense ratio of 0.18%. This is the annual fee deducted from fund assets to cover management and operations.

How big is AVMC?

Avantis U.S. Mid Cap Equity ETF (AVMC) manages $523.0M 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 AVMC actively managed or an index fund?

AVMC is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (AVMC's is 0.18%) in exchange for the discretion to over- or under-weight positions.

When was AVMC launched?

Avantis U.S. Mid Cap Equity ETF (AVMC) launched in November 2023 and is managed by Avantis.

How has AVMC performed?

AVMC's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.