Summary
AVIV Chart
AVIV: Should Keep Rising If The Ceasefire Holds
Avantis International Large Cap Value ETF is rated a buy, capitalizing on oversold conditions post-Iran conflict and a potential ceasefire-driven rebound. AVIV offers active management, a strong value tilt, and a 0.25% expense ratio—cheaper than passive peers—while emphasizing energy and industrial exposures. The fund's 15% energy overweight positions AVIV to benefit from sustained high oil prices and a gradual reopening of the Strait of Hormuz.
AVIV: International ETF Blending Value And Quality
Avantis International Large Cap Value ETF offers an actively managed international portfolio of over 500 stocks. AVIV emphasizes value, quality, and size factors, outperforming the ex-US benchmark IXUS since inception. The ETF is diversified, with a focus on Europe and significant exposure in financials, and boasts strong recent performance and rising distributions.
Shrinking U.S. GDP Makes Case for International Value ETFs
When it comes to the battered U.S. economy, troubling news seems to just keep coming in. Looking to international funds isn't a shocking response.
Avantis International Large Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 52,250 | $2.51M | $4.13M | $1.62M | 64.66% |
 Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 7,333 | $367,199.65 | $578,280.38 | $211,080.73 | 57.48% |
| RR rosemary richard WCG Wealth Advisors LLC | 26,550 | $1.9M | $2.09M | $194,793.3 | 10.26% |
| YA Yinka Akinsola Blue Trust Inc. | 937 | $61,987.44 | $73,863.71 | $11,876.27 | 19.16% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 16,758 | $1.03M | $1.33M | $290,919.66 | 28.12% |
Avantis International Large Cap Value ETF (AVIV) FAQ
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Avantis International Large Cap Value ETF Profile
| ARCA Exchange | US Country |
Overview
This company operates as a diversified investment fund, focusing on equity securities of large capitalization companies. It maintains a robust investment strategy that ensures at least 80% of its assets are allocated to equities of major firms, providing a balanced mix of growth and stability. The fund is designed to appeal to investors looking for exposure to large-cap companies, along with a significant international component, as it commits to investing a substantial portion of its assets in non-U.S. issuers. This international diversification aims to capitalize on global market opportunities and mitigate risks associated with investing in a single country. By maintaining the flexibility to adjust international exposure based on market conditions, the fund demonstrates a responsive strategy to safeguard and enhance investor value. Furthermore, the fund's use of securities lending adds an additional layer of potential income, contributing to its overall performance objectives.
Products and Services
- Equity Investments in Large Cap Companies
The fund primarily invests in equity securities of large capitalization companies. This focus targets firms with substantial market capitalization, offering a stable investment foundation. These investments aim to harness growth potential in well-established companies, combining growth with relative safety.
- International Equity Investments
A significant feature of the fund is its international investment strategy. It pledges to invest at least 40% of its assets in securities of issuers located outside the U.S., adjusting to a minimum of 30% if market conditions are deemed unfavorable. This strategy facilitates exposure to international markets, aiming to benefit from global growth trends and diversification away from U.S.-centric risks.
- Global Asset Allocation
The fund ensures a broad global exposure by allocating its assets across a minimum of three different countries outside the United States. This diversified asset allocation strategy is designed to spread risk and capture returns from a variety of international markets, reflecting a commitment to global investment opportunities.
- Securities Lending Program
In addition to direct investments, the fund may engage in securities lending, which involves loaning out securities to earn additional income. The collateral received in these transactions is invested in eligible securities, such as government money market funds, aiming to generate further returns. This practice underscores the fund’s innovative approach to optimizing investment income alongside its traditional equity investments.
