Kansas City, Missouri, September 29, 2022 /PRNewswire/ — Avantis Investors this week®an investment product provided by American Century Investments, a global asset management company®celebrates three years since it launched its first five equity ETFs on the market. Each of Avantis’ five initial ETFs billion dollars One of our assets under management as of Year 3, Avantis is now collectively near $14 billion* Over 16 strategies.
Patrick Keating, CFA, CPA
Dr. Eduardo Repetto
|
ticker |
ETFs |
Assets under management as of August 31, 2022 ($ million) |
Net expense ratio (%) |
|
AVUS |
Avantis US Equity ETF |
$2,521 |
0.15 |
|
AVUV |
Avantis US Small Cap Value ETF |
$3,631 |
0.25 |
|
AVDE |
Avantis International Equity ETF |
$1,505 |
0.23 |
|
AVDV |
Avantis International Small Cap Value ETF |
$1,669 |
0.36 |
|
Abem |
Avantis Emerging Markets ETF |
$1,322 |
0.33 |
Avantis continues to focus on providing well-diversified investment solutions that fit seamlessly into asset allocations, combining value-add potential with indexing reliability, enabling clients to achieve their investment goals I will help you.Chief Investment Officer Eduardo RepettoPhD and Chief Operating Officer Patrick KeatingCFA and CPA have led Avantis since its inception.
Avantis Investors continues to expand its investment portfolio to meet a wider range of investor goals
Avantis today expands its Exchange Traded Fund (ETF) platform with the launch of two new transparent active strategies: the Avantis Inflation Focused Equity ETF (AVIE) and the Avantis All Equity Markets ETF (AVGE). Both funds aim for long-term capital appreciation.
“Avantis exists to adopt common sense investment principles and incorporate the latest academic research to build investment strategies. how We build our strategy, but the great relationships we’ve built with our clients over the past three years what “We built AVIE to serve the needs of investors looking for inflation-sensitive yet stock-like returns, focused on our clients and their goals, and built AVGE as our first fund of funds. We bridge the gap for clients looking for a single option for market-wide equity exposure with a focus on higher expected returns.”
Avantis Inflation Focused Equity ETF and Avantis All Equity Markets ETF Meet Your Specific Needs
AVIE focuses on equity investments that are expected to rise during periods of inflation, prioritizing industries that have a long-term past or future correlation with inflation, such as financial services, oil and gas, and metals and non-metal mining. I guess. Avantis’ first “Fund of Funds,” AVGE invests in other his Avantis Equity ETFs, maintaining strategic allocations across regions and his bias home to the US. The underlying fund offers broad diversification and seeks to focus more on companies with high expected returns. Better than passive market capitalization weighted indices.
Both AVIE and AVGE trade on the New York Stock Exchange (NYSE Arca, Inc.). Total annual fund operating expenses for AVIE is 0.25% and for AVGE is 0.23%. Repetto, Senior Portfolio Manager Mitchell Fierstein, Daniel OnWhen Ted Randall; and Associate Portfolio Manager Matthew Dubin Co-manage funds.
The two new strategies add to Avantis Investors’ portfolio of ETFs and mutual funds spanning equities, fixed income and real estate. Avantis’ current strategy is:
About American Century Investments
American Century Investments is a leading global investment manager focused on delivering investment results and building long-term client relationships while supporting groundbreaking medical research. Founded in 1958, his 1,400 employees at American Century Investments serve financial professionals, institutions, corporations and individual investors. New York; London; Frankfurt; Hong Kong; sydney; Santa Clara, California; When Kansas City, Missouri Jonathan S. Thomas President and Chief Executive Officer, Victor Chan I am the Chief Investment Officer. By providing investment results to its clients, American Century Investments is able to distribute more than 40% of his dividends to his Stowers Institute for Medical Research, her 500-member non-profit basic biomedical research organization. increase. The Institute owns more than 40% of his stake in American Century Investments. $1.87 billion For more information about American Century Investments, please visit www.american Century.com.
* Supervised assets as of August 31, 2022.
Before investing, you should carefully consider the Fund’s investment objectives, risks, charges and expenses. The Fund’s prospectus or summary prospectus, available by visiting Avantisinvestors.com or by calling 1-833-9AVANTIS, contains this and other information about the Fund and should be read carefully before investing. is needed.
Exchange Traded Funds (ETFs) are bought and sold through exchange trading at market prices (not NAV) and are not redeemed individually from the Fund. Stocks may trade at a premium or discount to his NAV in the secondary market. Brokerage fees reduce returns.
Investment returns and principal values on securities investments fluctuate. The value at redemption may be more or less than the original cost. Past performance is no guarantee of future results.
These funds are actively managed Exchange Traded Funds (ETFs) that do not attempt to replicate the performance of any particular index. In deciding whether to buy or sell a security, portfolio managers consider various funding requirements and criteria, along with economic conditions, alternative investments, interest rates, and various credit indicators. Improper or incorrect application of Portfolio Manager considerations may result in poor performance of the Fund.
The AVIE-Fund’s investments are designed to correlate with inflation. However, there is no guarantee that the value of the Fund’s securities will increase over time or that future investment performance will correlate with inflation. Increased inflation reduces purchasing power and may reduce the future value of the Fund’s assets. Furthermore, to the extent that the Fund’s investments are correlated with inflation, the value of the Fund’s investments may decline if inflation or inflation expectations recedes. In addition, the fund primarily invests in a diversified portfolio of US equity companies in market sectors and industry groups that portfolio managers expect to appreciate in the event that US inflation rises, or is believed to be rising. invest in a group of The fund seeks to focus investments in industries that have performed or are expected to perform better during periods of historically elevated inflation. This generally includes financial services, oil and gas, metals and mining, healthcare, and consumer goods companies. A prospectus contains very important information about the various risks associated with these types of industries and companies.
AVGE- Historically, small business stocks have been more volatile than stocks in large, established companies. Small businesses may have limited resources, product lines, and markets, and their securities may trade less frequently and in limited volumes than those of larger companies.
International investments involve special risks such as political instability and currency fluctuations. Investing in emerging markets can highlight these risks.
Exchange Traded Funds (ETFs): Foreside Fund Services, LLC – Distributor, not affiliated with American Century Investment Services, Inc.
Mutual Funds: American Century Investment Services, Inc., Distributor.
©2022 American Century Proprietary Holdings, Inc. All rights reserved.
contact:
Kouri Roller
(816) 340-4710
Source American Century Investments
