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See exactly how AVIE's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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The fund invests primarily in a diverse group of U.S. companies in market sectors and industry groups the portfolio managers expect to appreciate in value if the U.S. inflation rate rises or is believed to be rising. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities. The fund may invest in companies of all market capitalizations.
AVIE hits a new 52-week high, rising 27.4% from its low, as persistent inflation fuels interest in its inflation-focused equity strategy.
As inflation concerns continue to influence market dynamics in 2025 — especially after the most recent CPI print — investors are increasingly seeking equity-based strategies that can provide protection against rising prices. Several new and existing ETFs have emerged, each with distinct approaches to address inflation risk through sector exposure, asset allocation, and portfolio construction.
The one-two punch of inflation and interest rates have been the biggest storylines for markets over the last year or so. Now, with the Fed appearing set to hold rates this week, the conversation has turned heavily towards inflation as the key challenge for markets.
Positivism heading into 2023 centered on the Federal Reserve keeping inflation in check and eventually decelerating its pace of rate hikes. However, if inflation proves to be stubborn, investors can counter with an inflation-focused exchanged traded fund (ETF).
Heading into 2023, it was widely anticipated that inflation would be stubborn, and while the expectation is that the Federal Reserve will eventually pause rate hikes, persistent inflation creates opportunities for hedging strategies implemented by active exchange traded funds (ETFs).