Avantis International Equity Fund Equity Positions Weight
| AVDNX Fund | USD 11.83 0.04 0.34% |
Avantis International Equity fundamentals help investors to digest information that contributes to Avantis International's financial success or failures. It also enables traders to predict the movement of Avantis Mutual Fund. The fundamental analysis module provides a way to measure Avantis International's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Avantis International mutual fund.
Avantis |
Avantis International Equity Mutual Fund Equity Positions Weight Analysis
Avantis International's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Avantis International Equity Positions Weight | 98.08 % |
Most of Avantis International's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Avantis International Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Avantis International Equity has an Equity Positions Weight of 98%. This is much higher than that of the Avantis Investors family and significantly higher than that of the Foreign Large Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.
Avantis Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Avantis International's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Avantis International could also be used in its relative valuation, which is a method of valuing Avantis International by comparing valuation metrics of similar companies.Avantis International is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Avantis International
The fund consists of 98.08% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Avantis International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Avantis Fundamentals
| Total Asset | 133.31 M | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 1.13 % | |||
| One Year Return | 7.85 % | |||
| Three Year Return | 1.81 % | |||
| Net Asset | 133.31 M | |||
| Cash Position Weight | 1.67 % | |||
| Equity Positions Weight | 98.08 % |
About Avantis International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Avantis International Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Avantis International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Avantis International Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Avantis International in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Avantis International's short interest history, or implied volatility extrapolated from Avantis International options trading.
Pair Trading with Avantis International
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Avantis International position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Avantis International will appreciate offsetting losses from the drop in the long position's value.Moving together with Avantis Mutual Fund
| 0.95 | AVANX | Avantis International | PairCorr |
| 1.0 | AVDEX | Avantis International | PairCorr |
| 0.88 | AVCNX | American Century Etf | PairCorr |
| 0.9 | AVEEX | Avantis Emerging Markets | PairCorr |
The ability to find closely correlated positions to Avantis International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Avantis International when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Avantis International - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Avantis International Equity to buy it.
The correlation of Avantis International is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Avantis International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Avantis International moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Avantis International can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Avantis International Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.