AVIV Profile
The Avantis International Large Cap Value ETF (ticker: AVLV) focuses on investing in large-cap companies outside of the United States, targeting firms with strong value characteristics. Under normal market conditions, the fund allocates at least 80% of its assets to equity securities of large capitalization companies. This emphasis on large-cap stocks is intended to provide investors with stable and established companies that have the potential for value appreciation.
In addition to its large-cap focus, the fund commits at least 40% of its assets to securities of issuers located outside the U.S., though this allocation may be reduced to 30% if market conditions are deemed unfavorable. This international focus allows the fund to capture growth opportunities across a broad spectrum of developed markets outside the U.S. The fund aims to diversify its investments across at least three different countries, ensuring exposure to various global markets and reducing reliance on any single country's economic performance.
The Avantis International Large Cap Value ETF employs a value-oriented investment approach, selecting stocks based on fundamental metrics that indicate potential undervaluation. The fund's strategy involves rigorous analysis of financial indicators such as price-to-earnings ratios, price-to-book ratios, and dividend yields to identify attractively priced large-cap stocks. This value focus is designed to capitalize on market inefficiencies and deliver long-term capital appreciation.
In addition to its core investment strategy, the fund may engage in securities lending, which involves lending out securities from its portfolio to generate additional income. The collateral received from these transactions is typically invested in eligible securities, such as government money market funds, to maintain liquidity and preserve capital. This approach enhances the fund's ability to manage liquidity while aiming to achieve its investment objectives.
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