AVLV 📈 American Century Trust - - Overview

The Avantis U.S. Large Cap Value ETF, listed on NYSE ARCA under the ticker AVLV, is designed to provide investors with exposure to a broad range of large capitalization U.S. companies, spanning multiple market sectors and industry groups. By diversifying its holdings across various segments of the U.S. economy, the fund aims to capture the performance of established companies with a history of stability and growth. The fund's investment strategy involves allocating at least 80% of its assets to equities of large U.S. companies, which are typically characterized by their market capitalization, financial health, and industry leadership.

To identify U.S. companies for potential investment, the portfolio managers of the Avantis U.S. Large Cap Value ETF consider a multifaceted approach, evaluating factors such as the company's headquarters location, the geographic distribution of its principal operations, the source of its revenues, the primary trading market for its securities, its country of incorporation, and its inclusion in the fund's benchmark index. This comprehensive assessment enables the fund to invest in companies that are not only listed in the U.S. but also have significant operational and economic ties to the country. With an ISIN of US0250723493, this ETF is categorized as a Large Value fund, focusing on the large-cap segment of the U.S. equity market and seeking to deliver returns through a value-oriented investment strategy.

As an exchange-traded fund (ETF), the Avantis U.S. Large Cap Value ETF offers investors the benefits of diversification, liquidity, and transparency, providing a cost-effective way to gain exposure to a portfolio of large-cap U.S. value stocks. By tracking a benchmark index that is designed to capture the performance of large-cap value companies in the U.S., the fund's investment approach is rooted in a systematic and rules-based methodology, aiming to minimize subjective judgment and maximize returns for investors. With its listing on NYSE ARCA, the fund is accessible to a wide range of investors, from individual traders to institutional asset managers, seeking to incorporate large-cap U.S. value equities into their portfolios.