American Century ETF Trust - Avantis Inflation Focused Equity ETF (AVIE)

Overview

The Avantis Inflation Focused Equity ETF (IPE) aims to provide long-term capital appreciation by investing in a broad portfolio of U.S. companies with characteristics that are associated with profitability and value, with an emphasis on companies believed to be positioned to benefit during periods of rising inflation. It targets a diverse range of sectors, employing a value-oriented investment strategy.

Reputation and Reliability

American Century Investments is a well-established asset manager with a long history of providing investment solutions.

Management Expertise

Avantis Investors is known for its systematic, research-driven investment approach.

Goal

To seek long-term capital appreciation with a focus on companies that are expected to perform well during periods of rising inflation.

Investment Approach and Strategy

Strategy: IPE uses a systematic investment approach based on fundamental factors such as profitability, value, and investment. It does not track a specific index, but rather selects companies based on their exposure to inflation.

Composition The ETF holds a diversified portfolio of U.S. equities across various sectors, selected for their inflation hedging qualities and value characteristics.

Market Share: Data unavailable

Total Net Assets (AUM): 365000000.0

Key Competitors

• Schwab Fundamental U.S. Large Company Index ETF (FNDX)
• Invesco FTSE RAFI US 1000 ETF (PRF)
• Vanguard Value ETF (VTV)

Competitive Landscape

The ETF market focusing on inflation-protected or value stocks is competitive. IPE differentiates itself by its factor-based stock selection and emphasis on inflationary environments. Competing ETFs may offer broader market exposure or different factor tilts. IPE's systematic and targeted approach can be an advantage but also increases focus risk relative to the wider value category.

Historical Performance: Historical performance data unavailable in this format.

Benchmark Comparison: Benchmark comparison unavailable in this format.

Expense Ratio: 0.25

Average Trading Volume

The average trading volume provides insight on how easily shares can be bought or sold, with higher volumes suggesting more liquidity.

Bid-Ask Spread

A narrow bid-ask spread indicates higher liquidity and lower transaction costs, making it cheaper to trade the ETF.

Market Environment Factors

Economic indicators like inflation rates, interest rates, and GDP growth influence IPE's performance. Sector growth prospects within the ETF's holdings and overall market sentiment also impact the ETF.

Growth Trajectory

Growth trajectory is dependent on market condition and if there are changes made to the strategy and holdings.

Competitive Edge

IPE's competitive edge lies in its systematic, factor-based approach focused on identifying companies poised to outperform during inflationary periods. Its emphasis on profitability, value, and investment differentiates it from passive inflation-protected securities. The active management and rigorous stock selection process are designed to provide inflation-adjusted returns beyond that of a simple index. Avantis' research-backed methodology supports the ETF's strategy of capturing excess returns during inflation.

Volatility

Volatility measures the ETF's price fluctuations over time, indicating the level of risk associated with the investment.

Market Risk

Market risk includes the potential for losses due to fluctuations in the overall stock market or specific sectors, impacting IPE's performance.

Ideal Investor Profile

The ideal investor is one seeking inflation protection through equities, has a moderate risk tolerance, and understands factor-based investing.

Market Risk

IPE is suitable for long-term investors seeking inflation-adjusted growth and diversification within their equity portfolio. It may also be suitable for passive index followers interested in value stocks.

The Avantis Inflation Focused Equity ETF (IPE) seeks long-term capital appreciation by investing in U.S. companies expected to perform well during inflationary periods. It employs a systematic, factor-based approach focusing on profitability and value. Its competitive edge is its focus on inflation resilience and systematic stock selection. IPE is best suited for long-term investors seeking inflation protection through equities, although historical performance data is unavailable.

Data Sources:

• American Century Investments Website
• ETF.com
• Morningstar

Disclaimers:

Investment involves risk. Past performance is not indicative of future results. Consult with a financial advisor before making investment decisions. Market share data may not be current.