AVLVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Avantis U.S. Large Cap Value Inst (AVLVX) Ownership - Who owns Avantis U.S. Large Cap Value Inst?

The investment seeks long-term capital appreciation... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

AVLVX

Net Assets

415M

Fund Existence

almost 3 years

Turnover

17.00

Total Expense Ratio

0.15

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.15

Assets in Top Ten Holdings

35.1M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

398M

Fund Type

OpenEnd

Index Fund

Management Fee

0.15

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

273.00

Number of Net Holdings

273.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.95%

Gain YTD

-1.903

Annual Yield % from dividends

1.65

Returns for 1 year

3.91

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category LargeValue

Profile

Fundamentals

Details