AVSBX Mutual Fund

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 23.29%. The 1-year return is 40.69%. AVSBX dividend yield stands at 4.56%, paid annually.

AVSBX top holdings include State Street Navigator Securities Lending Government Money Market Portfolio (3.0%), Applied Optoelectronics Inc (0.4%), Atmus Filtration Technologies Inc (0.4%), Avnet Inc (0.4%), Plexus Corp (0.4%). Go to all AVSBX holdings, AVSBX sectors, or AVSBX dividends.

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