Summary
AVMC Chart
1 Fund to Consider Given the Strong Start for Midcaps
Midcaps, especially those with a growth factor skew, are having a strong 2025 so far. Given this, investors may want to consider tilting towards exposure to midcap equities.
AVMC: Balanced Mid-Cap Blend ETF With Quality And Value Tilts
AVMC is led by five portfolio managers at Avantis Investors. Their investment objective is to outperform a benchmark like the Russell MidCap Index by emphasizing quality and value. Maintaining adequate diversification is also crucial. With 500+ securities and only about 7% allocated to the top ten, AVMC is designed to replace popular core funds like IWR and IJH. I have AVMC ranked #18/52 overall in the mid-cap blend category for February, primarily due to its solid quality features and attractive value ratios like its 16.99x forward P/E.
Prediction: These 2 Overlooked ETFs Will Beat the S&P 500 Over the Next 10 Years
The S&P 500 has had an incredible run over the last two years. From the start of 2023 through the end of 2024, the benchmark stock index produced a total return of 58%.
Avantis U.S. Mid Cap Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 20,487 | $1.34M | $1.61M | $270,203.32 | 20.1% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 16,300 | $1.05M | $1.28M | $235,204 | 22.42% |
| WTM W. Travis McKinney HB Wealth Management LLC | 34,973 | $2.17M | $2.76M | $588,945.32 | 27.17% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,100 | $1.67M | $1.78M | $114,345 | 6.85% |
 Christopher C. Powers Farther Finance Advisors, LLC | 9,002 | $580,861.27 | $694,864.38 | $114,003.11 | 19.63% |
Avantis U.S. Mid Cap Equity ETF (AVMC) FAQ
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Avantis U.S. Mid Cap Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The fund represents a specific investment vehicle focusing on the U.S. mid-cap sector, which encompasses a diverse range of market sectors and industry groups. Its primary aim is to allocate investments towards securities of mid-cap companies that hold potential for higher returns. This goal is pursued through an investment strategy that emphasizes companies with strong profitability, value characteristics, and those with relatively smaller market capitalizations within the mid-cap segment. By adhering to such criteria, the fund strives to harness growth by tapping into the unique opportunities presented within the mid-cap domain, which are often overlooked by investors leaning towards larger, more established companies. The fund's approach reflects a meticulously crafted balance between seeking out value and fostering growth, leveraging the nuanced understanding of market dynamics and company performance metrics.
Products and Services
- Mid Cap U.S. Equity Investments
This core offering encapsulates the fund’s primary focus: investing in a broad array of U.S. mid cap companies across various sectors. The service is predicated on identifying companies with the potential for higher returns based on profitability, value, and smaller market capitalization relative to their peers within the mid cap spectrum. By leveraging in-depth market analysis and financial evaluation, the fund aims to construct a portfolio that stands to benefit from the growth and value prospects inherent in select mid cap entities.
- Market Sector Diversification
Understanding the importance of risk management, the fund employs a diversification strategy that spans across different market sectors and industry groups. This not only helps in mitigating the risks associated with market volatility but also positions the fund to capitalize on growth opportunities across a broad market spectrum. The principle behind this approach is to ensure that the fund's investments are well-spread out, reducing the impact of sector-specific downturns while maximizing potential returns through strategic allocation.
- Emphasis on Profitability and Value
The fund places a significant emphasis on investing in companies that exhibit high profitability and compelling value characteristics. This strategy is rooted in the belief that companies with solid financial fundamentals tend to outperform their counterparts in the long run. The investment process, therefore, involves a rigorous analysis of financial metrics to identify companies that not only show promising profitability but also possess intrinsic values that are not fully reflected in their market prices. This dual focus aims to uncover investment opportunities that offer a blend of growth potential and value, maximizing returns for investors.
