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Avantis U.S. Equity Institutional (AVUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.54+0.19 (+1.16%)
At close: 08:01PM EDT

Avantis U.S. Equity Institutional

Kansas City, Missouri 64111

Charles A. Etherington 4500 Main Street

American Century ETF Trust

(816) 531-5575
Management information
,Lead manager since 31 December 2023
Mr. Dubin, Associate Portfolio Manager, joined Avantis Investors in 2021. Prior to joining Avantis Investors, he served in investment management roles at Dimensional Fund Advisors from 2017 to 2021, including as an investment associate from 2020 to 2021 and as a portfolio management analyst from 2017 to 2020. He has a bachelor’s degree in business administration with a concentration in finance from the University of Michigan’s Ross School of Business.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyAvantis Investors
Net assets701.84M
YTD return10.01%
Yield1.08%
Morningstar rating★★★
Inception date19 Jan 2021

Fund operations

Last dividend0.19
Last cap gain5.00
Holdings turnover7.00%
Average for categoryN/A

Fees and expenses

ExpenseAVUSXCategory average
Annual report expense ratio (net)0.00%0.84%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.15%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A