Key stats
About Avantis Responsible U.S. Equity ETF
Expense ratio
0.15%
Home page
www.avantisinvestors.com/avantis-investments/avantis-responsible-us-equity-etf/
Inception date
Mar 15, 2022
AVSU limits its investable universe of US stocks by first screening out those that do not meet multiple ESG metrics. Portfolio managers utilize third party ESG data and scoring systems combined with a proprietary screening model to exclude stocks from investment consideration. The companies remaining are evaluated based on fundamental criteria, selecting stocks perceived to have higher profitability or lower valuations. As a result, the portfolio tends to overweight small-cap growth stocks. Eligibility for inclusion is determined at the time of purchase. Should the ESG assessment of a portfolio holding change, the fund managers are not obligated to sell the security. The fund performance relies on efficient portfolio management and trading process to reduce unnecessary risks and transaction costs. The fund is able to engage in securities lending.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Electronic Technology
Retail Trade
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.