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Top related persons:
Phil McInnis - 3 McInnis - 2 CNBC's - 1 David Perlman - 1 Perlman - 1 it's - 1
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U.S AVLV
Top related orgs:
Avantis Investors - 2 Apple - 2 Exxon Mobil - 2 Meta - 1 JPMorgan - 1 Costco - 1 Financial - 1 Investors - 1

Search resuls for: "Phil McInnis"


3 mentions found


☆ This ETF strategy may help investors skirt market concentration risk
  + stars: | 2024-06-15 | by ( Anna Gleason | ) www.cnbc.com   time to read: +2 min
Investors worried about concentration risk in the market may want to consider value-oriented investments. Avantis' U.S. Large Cap Value ETF (AVLV) tracks the Russell 1000 Value index, but with a caveat — the fund managers screen stocks using a profitability overlay. After Apple and Meta , the Large Cap Value fund's next-largest holdings are JPMorgan , Costco and Exxon Mobil , according to FactSet. Avantis' Large Cap Value ETF is up 7.7% in 2024, as of Friday's market close. The Russell 1000 Value index gained 4.5% during the same period.
Persons: Phil McInnis, CNBC's, McInnis Organizations: Avantis Investors, Apple, Meta, JPMorgan, Costco, Exxon Mobil, Financial
☆ Avantis Investors’ Phil McInnis on the growing return of interest in small caps
  + stars: | 2024-06-12 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAvantis Investors’ Phil McInnis on the growing return of interest in small capsPhil McInnis, chief investment strategist at Avantis Investors by American Century Investments, joins ‘Halftime Report’ on ‘ETF Edge’ to discuss the firm’s new form of active management, why investors are diversifying their portfolios with small caps and more.
Persons: Phil McInnis Organizations: Investors, American Century Investments
☆ UBS' favorite value ETF combines active management with a low fee
  + stars: | 2023-08-04 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Investors looking to shift into value stocks after the first-half rally should take a closer look at a low-cost, actively managed fund that is showing signs of momentum, according to UBS. ETF strategist David Perlman said in a note to clients Tuesday that the Avantis U.S. Large Cap Value ETF (AVLV) makes sense for investors who want cheap stocks without sacrificing quality. AVLV 3M mountain This Avantis value ETF has rallied over the past three months. The Avantis ETF comes with an alluring price tag: an expense ratio of 0.15%. "This process has led to a value tilt that's been closer to more traditional value indices than deeper value strategies.
Persons: David Perlman, Perlman, it's, Phil McInnis, McInnis Organizations: UBS, Avantis Investors, Russell, Apple, JPMorgan Chase, Exxon Mobil Locations: U.S, AVLV
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