Avantis U.S. Large Cap Value ETF·Financial Services

Inflation fears resurface as oil surges and volatility spikes, pushing investors toward commodity, quality and value ETFs to navigate rising risks.

Fortitude Family Office LLC raised its position in shares of Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV) by 20.9% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 118,737 shares of the company's stock after buying an additional 20,497

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Avantis US Large Cap Value ETF (AVLV) blends value and profitability screens, resulting in a balanced sector mix with material allocations to technology and industrials. AVLV trades at a 24% P/E discount to the Russell 1000, maintains moderate sector rotation, and seeks profitability while limiting downside risk. The fund's 3-year total return of 19.3% outpaces value peers, with a Sharpe ratio of 0.83, though it lags the Russell 1000 in strong bull markets.
Invests in a broad set of U.S. large-cap companies and is designed to increase expected returns* by focusing on firms trading at what we believe are low valuations with higher profitability ratios.**Pursues the benefits associated with indexing (diversification, low turnover, transparency of exposures), but with the ability to add value by making investment decisions using information in current prices.Efficient portfolio management and trading process that is designed to enhance returns while seeking to reduce unnecessary risks and costs for investors.Built to fit seamlessly into an investor's asset allocation.
Financial Services
Asset Management
2021-09-23
0.96
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