The Avantis Total Equity Markets ETF 1 (AVTM) is an actively managed fund that strategically invests in a diverse array of equity securities and other ETFs. Its core objective is to identify holdings capable of delivering enhanced risk-adjusted returns compared to a passively managed index. The fund maintains a strong domestic focus, committing at least 80% of its assets to U.S. company stocks. Any international exposure is kept minimal, primarily targeting developed markets while also including some emerging market opportunities. Through its active management, dedicated portfolio managers meticulously analyze market data to inform their decisions on buying, selling, and holding assets. This decision-making process carefully weighs implementation costs, potential tax implications, and trading efficiencies. Furthermore, the portfolio is regularly rebalanced to effectively manage risks, control expenses, and minimize tax burdens amidst fluctuating market conditions.

فئة الأصول

Equity

الجهة المصدرة

Avantis

موطن التسجيل

US

تاريخ التأسيس

29 يناير 2026

عدد الحيازات

1,660

ISIN

US02507A6064