Key stats
About Avantis U.S. Small Cap Value ETF
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Inception date
Sep 24, 2019
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
AVUV seeks long-term capital appreciation by picking US small-cap value stocks that are highly profitable, as defined by the fund manager, across market sectors and industry groups. The funds portfolio is curated using fundamental screens, such as shares outstanding, cash flow, revenue, expenses and price-to-book value. AVUVs portfolio manager pursues the benefits of indexing (diversification, low turnover and transparency of exposure) but with the ability to add value by making active investment decisions based on information in current prices. The fund does not seek to replicate the performance of a specified index but it uses the Russell 2000Value Index as a benchmark. The fund manager may also consider the trade-off between expected returns and taxes or trade costs in an attempt to gain trading efficiencies and avoid unnecessary risk.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.