AVUVX Mutual Fund

AVUVX Mutual Fund (Avantis US Small Cap Value Fund Institutional Class) is managed by Avantis Investors with $1.89B in net assets. AVUVX expense ratio is 0.25%, holding 715 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2019-12-04.

AVUVX performance shows a YTD return of 21.25%. The 1-year return is 28.42% and the 5-year return is 11.66%. AVUVX dividend yield stands at 1.29%, paid annually.

AVUVX top holdings include Matson Inc (1.0%), Lyft Inc. Class A (1.0%), GATX Corporation (0.9%), Lantheus Holdings Inc (0.9%), Qualys Inc (0.9%). Go to all AVUVX holdings, AVUVX sectors, or AVUVX dividends.

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