AVSBX Mutual Fund
AVSBX Mutual Fund
Avantis US Small Cap Equity Fund Class G
AVSBX Mutual Fund Overview
AVSBX Mutual Fund (Avantis US Small Cap Equity Fund Class G) is managed by Avantis Investors. AVSBX expense ratio is 0.25%, holding 1116 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-06-20.
AVSBX performance shows a YTD return of 25.17%. The 1-year return is 45.26%. AVSBX dividend yield stands at 4.49%, paid annually.
AVSBX top holdings include State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio (3.0%), Applied Optoelectronics Inc (0.4%), Atmus Filtration Technologies Inccommon Stock (0.4%), Avnet Inc (0.4%), Plexus Corp (0.4%). View all AVSBX holdings, sector breakdown, or dividend history.
AVSBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AVSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.