Targeting a broad universe of U.S. mid-capitalization companies, this fund is structured to boost expected returns by concentrating on firms with low valuations and strong profitability metrics. It offers the typical advantages of passive indexing, such as extensive diversification, minimal portfolio churn, and clear exposure transparency. However, it also seeks to add significant value by making data-driven investment decisions informed by prevailing market prices. Furthermore, its highly efficient portfolio management and trading systems are engineered to optimize performance while simultaneously reducing superfluous risks and operational costs.

資産クラス

Equity

運用会社

Avantis

設定国

US

設定日

2023年11月7日

保有銘柄数

286

ISIN

US0250721331