AVUVX Mutual Fund

AVUVX Mutual Fund (Avantis US Small Cap Value Fund Institutional Class) is managed by Avantis Investors with $1.20B in net assets. AVUVX expense ratio is 0.25%, holding 720 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2019-12-04.

AVUVX performance shows a YTD return of 23.63%. The 1-year return is 38.25% and the 5-year return is 13.33%. AVUVX dividend yield stands at 5.72%, paid annually.

AVUVX top holdings include Matson Inc (0.9%), Gatx Corp_None_0 (0.9%), Lantheus Holdings Inc (0.9%), Ingredion Inc (0.8%), Lithia Motors Inc (0.8%). 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.