AvePoint, Inc.

Frequently Asked Questions About AVPT

What does AVPT invest in?

AvePoint, Inc. operates as a global provider specializing in data management solutions for the Microsoft 365 ecosystem. The company delivers its services via a Software-as-a-Service (SaaS) platform, offering a comprehensive suite of software products designed to facilitate cloud-based collaboration systems. A primary area of focus for AvePoint is creating extensions for data protection, robust governance, and regulatory compliance, supporting platforms such as Microsoft 365, Dynamics 365, Salesforce, and Google Workspace. Additionally, their offerings encompass dedicated software solutions for a wide array of Microsoft 365 applications, including Microsoft Teams, SharePoint Online, Exchange Online, OneDrive, Project Online, Planner, Yammer, and various public folders. Established in 2001, AvePoint's corporate headquarters are located in Jersey City, New Jersey.

What is the expense ratio of AVPT?

An expense ratio for AvePoint, Inc. (AVPT) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is AVPT?

AvePoint, Inc. (AVPT) manages $2.60B 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 AVPT actively managed or an index fund?

AVPT's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was AVPT launched?

AvePoint, Inc. (AVPT) launched in November 2019 and is managed by the fund issuer.

How has AVPT performed?

AVPT'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.