Avantis Mutual Funds List
Here you can find all mutual funds issued by Avantis and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 8
- Avg. Expense Ratio
- 0.23%
- Avg. 1 Year Return
- 29.55%
- Avg. 5 Year Return
- 9.75%
- Median Risk/Return Score
- 84 / 100
Avantis Mutual Funds List
1 result
| 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 U.S. Equity Fund | Large Cap Blend Equities | Dec 4, 2019 | 0.15% | 14.37% | — | 2.31% | 84 |
Explore top Avantis Mutual Fund Categories and Asset Classes
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 Mutual funds by Risk/Return Score
The top Avantis Mutual funds by PortfoliosLab Risk/Return Score are AVLVX (97) and AVUVX (90).
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 U.S. Large Cap Value Fund Institutional Cl... | 97 | — | Jun 2022 | |
| Avantis U.S. Small Cap Value Fund | 90 | — | Dec 2019 | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | |
| Avantis U.S. Equity Fund | 84 | — | Dec 2019 |
Best-Performing Avantis Mutual funds Over 5 Years
The top Avantis Mutual funds is AVDVX (14.17%).
Across the lineup, Avantis Mutual funds show an average 1-year return of 29.55% and an average 5-year return of 9.75%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Avantis International Small Cap Value Fund Institu... | 14.17% | — | Dec 2019 | |
| Avantis U.S. Small Cap Value Fund | 13.35% | — | Dec 2019 | |
| Avantis U.S. Equity Fund | 12.24% | — | Dec 2019 | |
| Avantis International Equity Fund | 10.76% | — | Dec 2019 | |
| Avantis Emerging Markets Equity Fund | 8.47% | — | Dec 2019 |
Lowest-Cost Avantis Mutual funds
The top Avantis Mutual funds is AVIGX (0.15%).
With an average expense ratio of 0.23%, Avantis 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 Core Fixed Income Fund | 0.15% | — | Feb 2021 | |
| Avantis U.S. Equity Fund | 0.15% | — | Dec 2019 | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 0.15% | — | Jun 2022 | |
| Avantis International Equity Fund | 0.23% | — | Dec 2019 | |
| Avantis U.S. Small Cap Value Fund | 0.25% | — | Dec 2019 |
Highest-Yield Avantis Mutual funds
The top Avantis Mutual funds is AVANX (9.41%).
Across the lineup, Avantis Mutual funds show an average dividend yield of 4.90%, 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 Class G | 9.41% | — | Jan 2021 | |
| Avantis International Small Cap Value Fund Institu... | 9.10% | — | Dec 2019 | |
| Avantis U.S. Small Cap Value Fund | 5.74% | — | Dec 2019 | |
| Avantis Core Fixed Income Fund | 4.09% | — | Feb 2021 | |
| Avantis Emerging Markets Equity Fund | 3.07% | — | Dec 2019 |
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