About AVDVX
Avantis International Small Cap Value Fund Institutional Class is an open-end mutual fund focused on achieving long-term capital appreciation by investing primarily in small-cap value companies located in developed markets outside the United States. The fund seeks to identify firms trading at lower valuations with higher profitability ratios, aiming to capture the return premium historically associated with smaller, undervalued international equities. Its portfolio is broadly diversified across sectors such as industrials, materials, financials, consumer discretionary, and energy, and features a substantial allocation to countries like Japan, the United Kingdom, Canada, and Australia. By integrating elements of both passive indexing and active management, the fund emphasizes efficient portfolio construction, transparency, and prudent risk control. This blend allows it to leverage broad market diversification and cost efficiency, while seeking to enhance returns through careful security selection based on value and profitability metrics. Positioned within the foreign small/mid value fund category, it plays a key role in offering institutional investors targeted exposure to international small-cap value equities, complementing broader asset allocation strategies and supporting global portfolio diversification.
Fund Family Avantis Investors
Category Foreign Small/Mid Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AVDVX
Share Class Institutional Class
Index MSCI World ex USA Small Cap NR USD
AVDVX had a total return of 49.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.32%.
