AVDEX Mutual Fund

AVDEX Mutual Fund (Avantis International Equity Fund Institutional Class) is managed by Avantis Investors with $322.0M in net assets. AVDEX expense ratio is 0.23%, holding 3199 positions across sectors including Financials, Materials, Energy. Inception date: 2019-12-04.

AVDEX performance shows a YTD return of 12.53%. The 1-year return is 28.13% and the 5-year return is 10.54%. AVDEX dividend yield stands at 2.83%, paid annually.

AVDEX top holdings include Asml Holding Nv Unsponsored Adr Ordinary Shares (1.4%), State Street Institutional US Government Money Market Fund (0.8%), Shell Plc (0.7%), Bhp Group Ltd (0.7%), Banco Bilbao Vizcaya Argentaria S.A. (0.7%). Go to all AVDEX holdings, AVDEX sectors, or AVDEX dividends.

AVDEX can be compared against other funds. Use AVDEX overlap to find shared positions, or AVDEX vs another fund for a side-by-side view. AVDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.