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Upturn AI SWOT - About
American Century ETF Trust - Avantis Responsible U.S. Equity ETF (AVSU)
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Upturn Advisory Summary
04/01/2025: AVSU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
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 Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 18873 | Beta - | 52 Weeks Range 56.50 - 69.22 | Updated Date 04/1/2025 |
52 Weeks Range 56.50 - 69.22 | Updated Date 04/1/2025 |
Upturn AI SWOT
American Century ETF Trust - Avantis Responsible U.S. Equity ETF
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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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