About AVEEX
Avantis Emerging Markets Equity Fund Institutional Class is an open-end mutual fund focused on delivering long-term capital appreciation by investing primarily in equity securities from companies located in emerging market economies. The fund maintains a broad and diversified portfolio, holding thousands of stocks across sectors and regions such as China, India, Taiwan, and South Korea, with smaller allocations to countries including Brazil, South Africa, and Mexico. Key sector exposures include financials, information technology, consumer discretionary, and industrials. The investment strategy places a distinct emphasis on identifying companies trading at lower valuations with higher profitability, resulting in a modest value tilt within a large blend style category. The management team aims to capture the diversification and transparency benefits of indexing while integrating active elements to enhance returns and manage risks efficiently. With an institutional share class, the fund requires a significant minimum investment and offers a competitive expense ratio. Overall, Avantis Emerging Markets Equity Fund Institutional Class plays a key role in diversified portfolios seeking exposure to the growth potential and dynamism of emerging markets equities.
Fund Family Avantis Investors
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol AVEEX
Share Class Institutional Class
Index MSCI Emerging Markets IMI NR USD
AVEEX had a total return of 23.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.17%.
