AVLVX Mutual Fund

AVLVX Mutual Fund (Avantis US Large Cap Value Fund Class Institutional) is managed by American Century Investments with $349.6M in net assets. AVLVX expense ratio is 0.15%, holding 204 positions across sectors including Industrials, Consumer Discretionary, Energy. Inception date: 2022-07-11.

AVLVX performance shows a YTD return of 24.91%. The 1-year return is 38.36%. AVLVX dividend yield stands at 2.65%, paid annually.

AVLVX top holdings include Micron Technology, Inc. (3.5%), Exxon Mobil Corp. (2.8%), Caterpillar, Inc. (2.8%), Merck & Company Inc (2.6%), Lam Research Corp (2.4%). Go to all AVLVX holdings, AVLVX sectors, or AVLVX dividends.

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