(AVSU) American Century Trust - - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US0250722818 • Large Blend
AVSU: Stocks, Equities, US, Companies
The American Century ETF Trust - Avantis Responsible U.S. Equity ETF, listed on NYSE ARCA as AVSU, is designed to provide investors with a diversified portfolio of U.S. companies spanning various market sectors and industry groups. This ETF does not limit its investment scope to specific market capitalizations, allowing it to invest in companies of all sizes, from small-cap to large-cap. By adopting this approach, the fund aims to capture a broad range of investment opportunities across the U.S. market, potentially leading to a more stable and resilient portfolio.
The portfolio management team employs a rigorous screening process, evaluating companies based on multiple Environmental, Social, and Governance (ESG) metrics. This process is crucial in identifying and excluding companies that do not meet the fund's ESG standards, thereby ensuring that the portfolio is composed of companies that demonstrate responsible business practices. The team's evaluation is multifaceted, considering factors such as environmental impact, labor practices, board composition, and executive compensation, among others. By integrating ESG considerations into the investment process, the fund seeks to create a portfolio that not only generates returns but also aligns with the values of socially conscious investors.
With an ISIN of US0250722818, this ETF is categorized as a Large Blend fund, indicating its focus on investing in a mix of large-cap companies across different sectors, with the potential for some mid-cap and small-cap exposure. The Large Blend category suggests that the fund aims to track the performance of the overall U.S. stock market, with an emphasis on larger, more established companies. However, the incorporation of ESG criteria into the investment strategy differentiates it from traditional Large Blend ETFs, offering investors an opportunity to support sustainable and responsible business practices while pursuing their long-term financial goals.
Additional Sources for AVSU ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
AVSU ETF Overview
Market Cap in USD | 336m |
Category | Large Blend |
TER | 0.15% |
IPO / Inception | 2022-03-15 |
AVSU ETF Ratings
Growth 5y | 54.8% |
Fundamental | - |
Dividend | 56.7% |
Rel. Strength Industry | -3.91 |
Analysts | - |
Fair Price Momentum | 61.03 USD |
Fair Price DCF | - |
AVSU Dividends
Dividend Yield 12m | 1.23% |
Yield on Cost 5y | 1.60% |
Annual Growth 5y | 21.09% |
Payout Consistency | 100.0% |
AVSU Growth Ratios
Growth Correlation 3m | -4.9% |
Growth Correlation 12m | 93.4% |
Growth Correlation 5y | 89.5% |
CAGR 5y | 10.32% |
CAGR/Max DD 5y | 0.48 |
Sharpe Ratio 12m | 0.81 |
Alpha | -5.11 |
Beta | 1.05 |
Volatility | 12.77% |
Current Volume | 8k |
Average Volume 20d | 11.3k |
As of February 23, 2025, the stock is trading at USD 67.33 with a total of 7,953 shares traded.
Over the past week, the price has changed by -2.08%, over one month by -1.58%, over three months by -0.22% and over the past year by +17.43%.
Partly, yes. Based on ValueRay Analyses, American Century Trust - (NYSE ARCA:AVSU) is currently (February 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 54.81 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of AVSU as of February 2025 is 61.03. This means that AVSU is currently overvalued and has a potential downside of -9.36%.
American Century Trust - has no consensus analysts rating.
According to ValueRays Forecast Model, AVSU American Century Trust - will be worth about 73.2 in February 2026. The stock is currently trading at 67.33. This means that the stock has a potential upside of +8.76%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 73.2 | 8.8% |