Summary
AVMV Chart
U.S. Midcap ETFs: ‘Sweet Spot' of Opportunity
We've been marveling at the performance of U.S. large-cap stocks since that early April low. We've also been tracking whether small-caps are finally going to keep up pace with their larger counterparts.
AVMV ETF: Worth A Look For Mid-Cap Value
Avantis U.S. Mid Cap Value ETF is an actively managed ETF targeting mid-cap U.S. stocks, aiming to outperform the Russell Mid-Cap Index with a low expense ratio of 0.20%. Despite recent market declines, AVMV has historically outperformed its benchmark and charges lower fees than competitors, making it a potential investment opportunity. The fund focuses on value and profitability metrics, with significant sector weights in consumer discretionary, financials, and energy, but less in technology and utilities.
AVMV: Inexpensiveness Paired With Adequate Quality, A Hold
Incepted in November 2023, AVMV is an actively managed ETF focused on underappreciated, high-quality mid-caps. In the current iteration, it has a financials-heavy portfolio with a 7.1% adjusted EY and rather large but not ideal quality exposure. Its performance amid market turmoil has been soft, with downside capture being especially worrisome. There is something to dislike about longer-term performance as well.
Avantis U.S. Mid Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 486,208 | $34.73M | $39.22M | $4.49M | 12.92% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 17,278 | $1.39M | $1.39M | $504.85 | 0.04% |
| EW Enzi Wealth Enzi Wealth | 677,009 | $47.3M | $54.53M | $7.22M | 15.27% |
 Larry Herold Herold Advisors Inc. | 14,581 | $959,925.07 | $1.18M | $215,303.53 | 22.43% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 160,917 | $11.94M | $12.97M | $1.03M | 8.65% |
Avantis U.S. Mid Cap Value ETF (AVMV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
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Has Avantis U.S. Mid Cap Value ETF ever had a stock split?
Avantis U.S. Mid Cap Value ETF Profile
| ARCA Exchange | US Country |
Overview
The company is centered on the investment in U.S. mid-cap companies, which are selected based on a strategy that emphasizes profitability, value, and smaller market capitalizations within its mid-cap universe. By focusing on these criteria, the fund aims to achieve higher expected returns compared to others. This investment strategy is applied across various market sectors and industry groups, underscoring the fund's comprehensive approach to portfolio diversification and risk management.
Products and Services
- Mid Cap Equity Investments
The core offering involves investing in a diversified portfolio of mid-cap U.S. companies. These companies are selected for their strong profitability, intrinsic value, and relatively smaller market capitalizations, aiming to provide investors with higher expected returns. This product caters to individuals and institutions seeking growth through exposure to mid-cap markets.
- Sector and Industry Diversification
As part of its investment strategy, the fund ensures diversification not only by company size but also across various sectors and industries. This approach aims to mitigate risk and capitalize on growth opportunities in different market segments, benefiting investors who seek balanced and diversified investment solutions.
