Avantis Short-Term Fixed Income Fund Institutional Class (AVSFX)

Overview

This fund primarily focuses on investing in a broad range of non-U.S. companies, spanning various countries, market sectors, and industry groups. It opens up the possibility for investors to diversify their portfolio internationally, taking advantage of global market dynamics. The fund is designed to accommodate investments in companies of all sizes, from small to large market capitalizations. It adheres to a policy of allocating at least 80% of its assets to equity securities under normal market conditions. This strategy provides investors with significant exposure to equity investments in the international arena.

Products and Services

• Equity Securities Investment

  The fund's primary service is investing in equity securities of non-U.S. companies. This includes direct investments in the stocks of companies located outside the United States, allowing for a diversified international portfolio.

• Market Capitalization Diversity

  Investors benefit from investments across companies with different market capitalizations. This approach includes small-cap, mid-cap, and large-cap companies, offering a balanced mix of growth potential and stability.

• Foreign Currency-Denominated Securities

  The fund may invest in securities that are denominated in foreign currencies. This option adds an additional layer of diversification and the potential for gains from foreign exchange movements, albeit with increased exposure to currency risk.

• Investment in ADRs and GDRs

  To facilitate investments in foreign companies, the fund may invest in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). These instruments allow U.S. investors to hold shares in non-U.S. companies without the complexities of dealing directly with foreign securities markets.