The Avantis Moderate Allocation ETF 9 utilizes a strategic investment approach to provide extensive market exposure, with a particular focus on assets anticipated to deliver superior returns. It achieves this by investing in a range of other Avantis exchange-traded funds (ETFs) across both equity and fixed income markets. While it seeks to capture the benefits often found in indexing, like broad diversification, low turnover rates, and clear exposure, it also incorporates an active element, making investment choices informed by current market pricing to add value. The fund is managed through an efficient portfolio and trading process, specifically designed to optimize returns while minimizing unneeded risks and trading costs. Overall, this strategy aims to offer investors an effective and comprehensive allocation across the entire market landscape.

Asset class

Multi-Asset

Issuer

Avantis

Domicile

US

Inception date

Jun 27, 2023

Holdings

1,430

ISIN

US0250721828