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.

資產類別

Equity

發行機構

Avantis

註冊地

US

成立日期

2023年11月7日

持股數量

286

ISIN

US0250721331