Avantis Investors Mutual Funds List
Here you can find all mutual funds issued by Avantis Investors and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.25%
- Avg. 1 Year Return
- 33.76%
- Avg. 5 Year Return
- 9.50%
- Median Risk/Return Score
- 75 / 100
Avantis Investors Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avantis International Equity Fund | Foreign Large Cap Equities | Dec 4, 2019 | 0.23% | 10.98% | — | 2.87% | 45 | ||||||||
| Avantis International Small Cap Value Fund | Foreign Small & Mid Cap Equities | Dec 3, 2019 | 0.36% | 16.93% | — | 8.96% | 83 | ||||||||
| Avantis Emerging Markets Equity Fund | Emerging Markets Diversified | Dec 3, 2019 | 0.33% | 25.93% | — | 2.78% | 88 | ||||||||
| Avantis Core Fixed Income Fund | Intermediate Core Bond | Feb 23, 2021 | 0.15% | 0.26% | — | 4.42% | 22 | ||||||||
| Avantis U.S. Equity Fund | Large Cap Blend Equities | Dec 4, 2019 | 0.15% | 14.61% | — | 2.31% | 86 | ||||||||
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | Dec 4, 2019 | 0.25% | 18.39% | — | 5.99% | 68 |
Explore top Avantis Investors Mutual Fund Categories and Asset Classes
Avantis Investors Equity Mutual fundsAvantis Investors Bond Mutual fundsAvantis Investors Multi-Asset Mutual fundsAvantis Investors Emerging Markets Diversified Mutual fundsAvantis Investors Foreign Large Cap Equities Mutual fundsAvantis Investors Foreign Small & Mid Cap Equities Mutual fundsAvantis Investors Intermediate Core Bond Mutual fundsAvantis Investors Large Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Avantis Investors Mutual funds by Risk/Return Score
The top Avantis Investors Mutual funds by PortfoliosLab Risk/Return Score are AVEEX (88) and AVUSX (86).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Avantis Emerging Markets Equity Fund | 88 | — | Dec 2019 | |
| Avantis U.S. Equity Fund | 86 | — | Dec 2019 | |
| Avantis International Small Cap Value Fund | 83 | — | Dec 2019 | |
| Avantis U.S. Small Cap Value Fund | 68 | — | Dec 2019 | |
| Avantis International Equity Fund | 45 | — | Dec 2019 |
Best-Performing Avantis Investors Mutual funds Over 5 Years
The top Avantis Investors Mutual funds is AVDVX (13.98%).
Across the lineup, Avantis Investors Mutual funds show an average 1-year return of 33.76% and an average 5-year return of 9.50%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Avantis International Small Cap Value Fund | 13.98% | — | Dec 2019 | |
| Avantis U.S. Equity Fund | 12.69% | — | Dec 2019 | |
| Avantis U.S. Small Cap Value Fund | 10.91% | — | Dec 2019 | |
| Avantis International Equity Fund | 9.91% | — | Dec 2019 | |
| Avantis Emerging Markets Equity Fund | 9.37% | — | Dec 2019 |
Lowest-Cost Avantis Investors Mutual funds
The top Avantis Investors Mutual funds is AVUSX (0.15%).
With an average expense ratio of 0.25%, Avantis Investors Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Avantis U.S. Equity Fund | 0.15% | — | Dec 2019 | |
| Avantis Core Fixed Income Fund | 0.15% | — | Feb 2021 | |
| Avantis International Equity Fund | 0.23% | — | Dec 2019 | |
| Avantis U.S. Small Cap Value Fund | 0.25% | — | Dec 2019 | |
| Avantis Emerging Markets Equity Fund | 0.33% | — | Dec 2019 |
Highest-Yield Avantis Investors Mutual funds
The top Avantis Investors Mutual funds is AVDVX (8.96%).
Across the lineup, Avantis Investors Mutual funds show an average dividend yield of 4.55%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Avantis International Small Cap Value Fund | 8.96% | — | Dec 2019 | |
| Avantis U.S. Small Cap Value Fund | 5.99% | — | Dec 2019 | |
| Avantis Core Fixed Income Fund | 4.42% | — | Feb 2021 | |
| Avantis International Equity Fund | 2.87% | — | Dec 2019 | |
| Avantis Emerging Markets Equity Fund | 2.78% | — | Dec 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
AVUVX vs. AVUVAVUVX vs. SCHDAVUVX vs. RWJAVUVX vs. DFSVXAVUVX vs. ADVDXAVDVX vs. AVUVAVDVX vs. AVDVAVDVX vs. DFIVAVDVX vs. DISVAVDVX vs. SCHDAVDEX vs. AVDEAVDEX vs. DGEIXAVDEX vs. LVHIAVDEX vs. VXUSAVDEX vs. DFIEXAVUSX vs. VTIAVUSX vs. AVUSAVUSX vs. VOOAVUSX vs. VTSAXAVUSX vs. SCHGAVEEX vs. AVEMAVEEX vs. AVESAVEEX vs. FXAIXAVEEX vs. VWOAVEEX vs. DGSAVIGX vs. QDVBXAVIGX vs. DFXIXAVIGX vs. JIBEXAVIGX vs. NPFIAVIGX vs. PCGTX