Avantis Moderate Allocation ETF
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AVMA Stock Report Card
$
27%
Performance
Score:
10/100
AVMA returned 1.31% in the last 12 months. Based on SPY's performance of 13.09%, its performance is below average giving it a score of 10 of 100.
Volatility
Score:
50/100
AVMA has had an average amount of volatility over the last 12 months giving it a score of 50 of 100.
Avantis Moderate Allocation ETF Summary
Financial Services
Asset Management
AVMA aims for long-term capitalization by broadly investing in equity and fixed income ETFs. The fund-of-funds overweights securities that are expected to have higher returns than a passive, market cap-weighted index. For the equity side, the fund aims to keep a range of 40-60% in US funds with a target weight of 47%, other developed markets within the 7-20% range and a 12% target, and emerging markets with 3-10% range with a 6% target. Real estate ETFs may comprise up to 5% with a 2% target weight. Geographical allocation is based on the regions market-cap but with a US bias. The broad fixed income portion targets 30-40% allocation with a target weight of 33%. Allocations are reviewed regularly to determine appropriate rebalancing with consideration to market environments, costs, and tax realizations. As an actively managed ETF, the fund managers have full discretion to make buy, sell, and hold decisions at any time, as well as modify the target ranges and underlying funds.
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