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AVSU
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American Century ETF Trust - Avantis Responsible U.S. Equity ETF (AVSU)

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$63.41
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Upturn Advisory Summary

03/27/2025: AVSU (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 3.19%
Avg. Invested days 52
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Volume (30-day avg) 19670
Beta -
52 Weeks Range 56.50 - 69.22
Updated Date 03/27/2025
52 Weeks Range 56.50 - 69.22
Updated Date 03/27/2025

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American Century ETF Trust - Avantis Responsible U.S. Equity ETF

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ETF Overview

Overview

The Avantis Responsible U.S. Equity ETF (AVSU) aims to provide long-term capital appreciation by investing in a broad set of U.S. companies, emphasizing those with high profitability and value characteristics while also considering environmental, social, and governance (ESG) factors.

Reputation and Reliability

American Century Investments is a well-established investment management firm with a history of providing various investment products and services.

Management Expertise

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

Investment Objective

Goal

To provide long-term capital appreciation.

Investment Approach and Strategy

Strategy: The ETF does not track a specific index but rather uses a quantitative approach to select and weight securities based on profitability, value, and ESG considerations.

Composition Primarily invests in U.S. equity securities across various market capitalizations.

Market Position

Market Share: AVSU has a growing market share within the ESG-focused U.S. equity ETF segment.

Total Net Assets (AUM): 395860000

Competitors

Key Competitors

  • Xtrackers S&P 500 ESG ETF (SNPE)
  • iShares ESG Aware MSCI USA ETF (ESGU)
  • Vanguard ESG U.S. Stock ETF (ESGV)

Competitive Landscape

The ESG ETF market is competitive, with several large players. AVSU differentiates itself through its systematic, value-oriented approach and its focus on profitability in addition to ESG factors. Its disadvantage is the low market share compared to the other players.

Financial Performance

Historical Performance: Historical performance data should be reviewed to assess the ETFu2019s returns over various time periods. AVSU is newer than the key competitors, so long-term performance is limited.

Benchmark Comparison: The ETF's performance should be compared to relevant U.S. equity and ESG benchmarks to evaluate its effectiveness.

Expense Ratio: 0.15

Liquidity

Average Trading Volume

The average trading volume is moderate, which indicates decent liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is generally tight, reflecting reasonable trading costs.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, and investor sentiment towards ESG investing all influence AVSUu2019s performance.

Growth Trajectory

The ETF's growth trajectory is tied to the increasing demand for responsible investing and its ability to deliver competitive returns.

Moat and Competitive Advantages

Competitive Edge

AVSU's competitive edge lies in its disciplined, quantitative approach that combines factors like profitability, value, and ESG. This distinguishes it from passively managed ESG ETFs. The fund's focus on financially sound companies with good ESG practices can potentially lead to better risk-adjusted returns. Its low expense ratio of 0.15% also gives it a competitive advantage. This combination of factors makes it an appealing choice for investors seeking a responsible and value-conscious U.S. equity ETF.

Risk Analysis

Volatility

Volatility should be assessed using historical data and compared to its benchmark.

Market Risk

Market risk is inherent in equity investments. AVSU is also subject to ESG-related risks and potential performance deviations from traditional benchmarks.

Investor Profile

Ideal Investor Profile

Ideal investors are those seeking long-term capital appreciation with a focus on responsible investing.

Market Risk

Suitable for long-term investors who prioritize ESG factors and are comfortable with market volatility.

Summary

The Avantis Responsible U.S. Equity ETF (AVSU) offers exposure to U.S. equities with a focus on companies exhibiting strong profitability, value, and ESG characteristics. It employs a quantitative approach to security selection and weighting. AVSU appeals to investors seeking long-term growth while aligning their investments with responsible investing principles. Its competitive expense ratio and systematic approach offer a potentially attractive risk-adjusted return profile, though investors should consider its relatively short track record and moderate liquidity.

Similar Companies

  • ESGU
  • ESGV
  • SUSL
  • DSI
  • KFA
  • VSGX

Sources and Disclaimers

Data Sources:

  • American Century Investments website
  • ETF.com
  • Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on available information.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About American Century ETF Trust - Avantis Responsible U.S. Equity ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

he fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. The fund may invest in companies of all market capitalizations. The portfolio management team limits its investable universe of companies by screening out those that raise concerns based on the team"s evaluation of multiple ESG metrics.

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