Key stats
About Avantis Inflation Focused Equity ETF
Expense ratio
0.25%
Home page
Inception date
Sep 29, 2022
ISIN
US0250722404
AVIE focuses on sectors and industries that positively correlate with the US inflation rate. The fund includes US companies of all market capitalizations classified under market sectors and industry groups that historically have had, or are expected to have high performance in periods of inflation. Securities within the identified industries are evaluated based on size, profitability, and valuation metrics, including shares outstanding, book value, cash flows from operations, and accruals. Holdings are initially weighted by market-cap. Then, the fund overweights securities with smaller market capitalizations, higher profitability, and lower valuation. As an actively managed fund, the adviser has the discretion to make necessary investment decisions to meet its objectives.
Classification
What's in the fund
Exposure type
Energy Minerals
Health Technology
Finance
Consumer Non-Durables
Stock breakdown by region