(AVLV) American Century Trust - - Ratings and Ratios

The Avantis U.S. Large Cap Value ETF (AVLV) is designed to provide exposure to large-capitalization U.S. companies that exhibit value characteristics. The fund employs a systematic, rules-based approach to identify and invest in companies with lower valuations relative to their fundamentals. By focusing on large-cap firms, the ETF taps into the stability and proven track records of established businesses.

AVLV maintains a diversified portfolio across various market sectors and industry groups, ensuring that no single area dominates the fund. This diversification aims to mitigate sector-specific risks while capturing broad market exposure. The ETFs managers adhere to a stringent investment policy, allocating at least 80% of its assets to equities of large-cap U.S. companies. This threshold ensures that the fund remains true to its large-cap value mandate.

In determining whether a company qualifies as a U.S. company, the managers consider multiple factors: the companys headquarters location, its principal operations, the geographic source of its revenues, the primary trading market, legal organization, and inclusion in the funds benchmark. This comprehensive approach ensures that the fund accurately reflects the U.S. large-cap value universe.

As an ETF, AVLV offers the benefits of transparency and tradability, with its holdings disclosed daily and listed on the NYSE ARCA exchange. The funds inception in 2021 positions it as a relatively new but growing player in the large-cap value space, with assets under management exceeding $5.7 billion as of recent data. This scale indicates a robust investor base and liquidity.

AVLV is part of the Avantis Investors lineup, which emphasizes evidence-based, systematic investing. The funds strategy avoids emotional or speculative decisions, focusing instead on delivering returns through disciplined, research-driven methodologies. This approach aligns with the preferences of investors seeking a low-cost, efficient way to gain exposure to the large-cap value segment of the U.S. equity market.