About AVDEX
Avantis International Equity Fund Institutional Class is an actively managed mutual fund specializing in international equities outside of the United States. Targeting a broad spectrum of companies spanning all market capitalizations, this fund focuses on developed markets across various countries, sectors, and industries. Its strategy is designed to enhance expected returns by overweighting stocks that trade at lower valuations and exhibit higher profitability ratios, integrating both value and quality factors into its portfolio construction.
The fund seeks to combine the benefits of traditional indexing—such as diversification, low turnover, and transparency—with a nuanced, research-driven approach that leverages information from current market prices to add value. Its portfolio is diversified across key sectors such as financials, industrials, consumer discretionary, and healthcare, with significant geographic exposure to countries like Japan, the United Kingdom, and Canada. Designed for institutional investors, Avantis International Equity Fund Institutional Class plays a vital role in global asset allocation, offering efficient access to international developed equity markets while aiming for prudent risk management and cost efficiency.
Fund Family Avantis Investors
Category Foreign Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AVDEX
Share Class Institutional Class
Index MSCI World ex USA IMI NR
AVDEX had a total return of 36.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.77%.
