Avantis Mutual Fund Quote

AVDVX Fund  USD 11.18  0.20  1.76%   
Market Performance
13 of 100
Odds Of Distress
Less than 18
Avantis International is trading at 11.18 as of the 5th of February 2023; that is -1.76% down since the beginning of the trading day. The fund's open price was 11.38. Avantis International has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Avantis International Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of January 2023 and ending today, the 5th of February 2023. Click here to learn more.
CUSIP
025072844
ISIN
US0250728443
Fiscal Year End
August
The fund invests primarily in a diverse group of non-U.S. small cap value companies across market sectors, industry groups, and countries. Avantis International is traded on NASDAQ Exchange in the United States. More on Avantis International Small

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Avantis International Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Avantis International's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Avantis International or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Avantis International's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Startdate4th of December 2019
Avantis International Small [AVDVX] is traded in USA and was established 5th of February 2023. The fund is listed under Foreign Small/Mid Value category and is part of Avantis Investors family. Avantis International presently has accumulated 131.3 M in assets under management (AUM) with minimum initial investment of 5 M.
Check Avantis International Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Avantis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Avantis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Avantis International Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Avantis International Small Mutual Fund Constituents

Avantis International Target Price Odds Analysis

Based on a normal probability distribution, the odds of Avantis International jumping above the current price in 90 days from now is about 9.23%. The Avantis International Small probability density function shows the probability of Avantis International mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0501. This suggests Avantis International Small market returns are sensitive to returns on the market. As the market goes up or down, Avantis International is expected to follow. Additionally, the company has an alpha of 0.147, implying that it can generate a 0.15 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 11.18HorizonTargetOdds Above 11.18
90.67%90 days
 11.18 
9.23%
Based on a normal probability distribution, the odds of Avantis International to move above the current price in 90 days from now is about 9.23 (This Avantis International Small probability density function shows the probability of Avantis Mutual Fund to fall within a particular range of prices over 90 days) .

Avantis International Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Avantis International market risk premium is the additional return an investor will receive from holding Avantis International long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Avantis International. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Avantis International's alpha and beta are two of the key measurements used to evaluate Avantis International's performance over the market, the standard measures of volatility play an important role as well.

Avantis International Against Markets

Picking the right benchmark for Avantis International mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Avantis International mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Avantis International is critical whether you are bullish or bearish towards Avantis International Small at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Avantis International without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Avantis International Small?

The danger of trading Avantis International Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Avantis International is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Avantis International. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Avantis International is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please continue to Trending Equities. You can also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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When running Avantis International price analysis, check to measure Avantis International's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Avantis International is operating at the current time. Most of Avantis International's value examination focuses on studying past and present price action to predict the probability of Avantis International's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Avantis International's price. Additionally, you may evaluate how the addition of Avantis International to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Avantis International's value and its price as these two are different measures arrived at by different means. Investors typically determine Avantis International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis International's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.