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
- 2
- Avg. Expense Ratio
- 0.15%
- Avg. 1 Year Return
- 43.07%
- Avg. 5 Year Return
- —
- Median Risk/Return Score
- 87 / 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. Large Cap Value Fund Institutional Cl... | Large Cap Value Equities | Jun 21, 2022 | 0.15% | 21.74% | — | 2.72% | 94 |
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 (94) and AVANX (80).
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... | 94 | — | Jun 2022 | |
| Avantis International Small Cap Value Fund Class G | 80 | — | Jan 2021 |
Lowest-Cost Avantis Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 0.15% | — | Jun 2022 |
Highest-Yield Avantis Mutual funds
The top Avantis Mutual funds is AVANX (9.26%).
Across the lineup, Avantis Mutual funds show an average dividend yield of 5.99%, 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 | 9.26% | — | Jan 2021 | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 2.72% | — | Jun 2022 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.