About AVUSX
Avantis U.S. Equity Fund Institutional Class is a mutual fund designed to provide long-term capital appreciation by investing in a broad spectrum of U.S. companies across all market capitalizations. The fund seeks to enhance expected returns by strategically overweighting stocks that exhibit lower valuations and higher profitability metrics, relative to their peers. Its investment approach leverages elements of both passive and active management, marrying the diversification and transparency benefits of indexing with the flexibility to act on current market information.
The fund maintains a diversified portfolio spanning sectors such as information technology, financials, consumer discretionary, industrials, and communication services. Major holdings typically include prominent U.S. companies like Apple, Microsoft, NVIDIA, Amazon, and Meta Platforms. With a low expense ratio and a disciplined, efficient trading process, the fund aims to manage risks and costs while delivering exposure to the overall U.S. equity market. By allocating assets exclusively to U.S. securities, the fund plays a significant role in institutional portfolios seeking comprehensive, cost-efficient access to domestic equities with a systematic tilt toward value and profitability factors.
Fund Family Avantis Investors
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AVUSX
Share Class Institutional Class
Index Russell 3000 TR
AVUSX had a total return of 22.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.10%.
