About AVIGX
Avantis Core Fixed Income Fund Institutional Class is a mutual fund designed to maximize total return by investing primarily in investment grade debt instruments. The fund allocates at least 80% of its net assets to a diversified portfolio of fixed income securities issued by both U.S. and international entities. It maintains a core bond strategy that blends exposure across corporate, government, securitized, and agency debt, offering broad sector, issuer, and maturity diversification. Notably, the fund employs a process that combines the diversification and transparency of index-based approaches with active decision-making based on current yield information, aiming to enhance returns and manage risks efficiently. With a competitive expense ratio and a significant minimum investment, the Institutional Class targets professional and institutional investors. By focusing on efficient portfolio management and cost control, the Avantis Core Fixed Income Fund Institutional Class plays a role in providing foundational, risk-aware fixed income exposure, serving as a key component for asset allocation strategies within larger portfolios.
Fund Family Avantis Investors
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AVIGX
Share Class Institutional Class
AVIGX had a total return of 1.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been -0.49%.
