This fund concentrates its investments in high-quality, growing U.S. companies across the full range of market capitalizations. It aims to boost anticipated returns by prioritizing firms demonstrating strong relative profitability and attractive valuations within its investable universe. While harnessing the advantages of passive investing—such as broad diversification, infrequent portfolio changes, clear operations, and tax efficiency—it also adds value through active management decisions informed by current market pricing. An optimized portfolio management and trading approach is employed, engineered to enhance shareholder returns while diligently minimizing superfluous risks and expenses. The fund is also constructed for effortless integration into an investor's overall asset allocation.

فئة الأصول

Equity

الجهة المصدرة

Avantis

موطن التسجيل

US

تاريخ التأسيس

25 مارس 2025

عدد الحيازات

557

ISIN

US02507A5074