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

Search resuls for: "AVLV"


2 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
☆ 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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