American Century ETF Trust - Avantis U.S. Large Cap Value ETF (AVLV)

Overview

The Avantis U.S. Large Cap Value ETF (AVUV) seeks long-term capital appreciation by investing primarily in a diverse portfolio of U.S. large-cap companies with relatively low prices and strong profitability, emphasizing value characteristics and efficient portfolio management.

Reputation and Reliability

American Century Investments is a well-established asset manager with a history of innovation and a commitment to client outcomes.

Management Expertise

Avantis Investors, a division of American Century, employs a systematic, research-driven investment approach led by experienced portfolio managers.

Goal

To provide long-term capital appreciation.

Investment Approach and Strategy

Strategy: Employs a value-oriented investment strategy, selecting U.S. large-cap companies based on factors such as price ratios, profitability, and investment.

Composition Primarily holds U.S. large-cap value stocks.

Market Share: Data not available to precisely calculate the current market share in its specific value ETF sub-segment, which is relatively fragmented.

Total Net Assets (AUM): 5840000000

Key Competitors

• VTV
• IWD
• RPV

Competitive Landscape

The large-cap value ETF market is highly competitive. AVUV differentiates itself through its active, quantitative approach that considers multiple factors beyond simple value metrics. It may offer potentially higher returns compared to passive index trackers (VTV, IWD), but also carries higher risks associated with active management. RPV is also a value ETF, but utilizes a different strategy.

Historical Performance: Historical performance data is readily available on financial websites, allowing for thorough tracking over various time frames. To acquire relevant historical performance data, consult reputable financial data providers.

Benchmark Comparison: Performance should be compared against the Russell 1000 Value Index to assess its effectiveness.

Expense Ratio: 0.15

Average Trading Volume

AVUV generally exhibits good liquidity with average daily trading volumes suitable for many investors.

Bid-Ask Spread

The bid-ask spread is typically tight, minimizing transaction costs.

Market Environment Factors

Economic growth, interest rate movements, and sector rotations can impact the performance of large-cap value stocks held by AVUV.

Growth Trajectory

AVUV's growth depends on its ability to consistently deliver competitive risk-adjusted returns and attract investor assets. Any changes to strategy are disclosed in fund documentation.

Competitive Edge

AVUV's competitive edge lies in its systematic, multi-factor approach that aims to identify undervalued companies with strong profitability. It differentiates itself from traditional value ETFs by incorporating factors beyond simple valuation ratios. The management team's expertise and disciplined process contribute to its potential for outperformance. Its relatively low expense ratio compared to some active peers is an advantage.

Volatility

AVUV's volatility is expected to be similar to that of the broad U.S. large-cap market, but can fluctuate depending on market conditions.

Market Risk

Market risk is the primary risk, as fluctuations in the overall market and value stock sentiment can affect AVUV's performance. Sector-specific risks also exist depending on the fund's holdings.

Ideal Investor Profile

The ideal investor is seeking long-term capital appreciation with a focus on value stocks and is comfortable with market volatility. It is appropriate for investors who want factor-based investing in US equities.

Market Risk

AVUV is suitable for long-term investors and passive index followers seeking exposure to value stocks. It is also suitable for active traders.

AVUV is a U.S. large-cap value ETF managed by Avantis Investors, aiming for long-term capital appreciation through a systematic, multi-factor approach. It seeks to outperform traditional value indexes by incorporating profitability and investment metrics. Its low expense ratio and experienced management team contribute to its appeal. It is suitable for long-term investors seeking value exposure.

Data Sources:

• American Century Investments Website
• SEC Filings
• Morningstar
• Bloomberg
• ETF.com

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved. Market share data is estimated based on available assets under management for comparable ETFs.