American Century ETF Trust Avantis Moderate Allocation ETFAmerican Century ETF Trust Avantis Moderate Allocation ETFAmerican Century ETF Trust Avantis Moderate Allocation ETF

American Century ETF Trust Avantis Moderate Allocation ETF

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Key stats

Assets under management (AUM)
‪11.87 M‬USD
Fund flows (1Y)
Dividend yield (indicated)
2.09%
Discount/Premium to NAV
−0.02%

About American Century ETF Trust Avantis Moderate Allocation ETF

Issuer
American Century Cos., Inc.
Brand
Avantis
Expense ratio
0.21%
Inception date
Jun 27, 2023
Index tracked
No Underlying Index
Management style
Active
AVMA aims for long-term capitalization by broadly investing in equity and fixed income ETFs. The fund-of-funds overweights securities that are expected to have higher returns than a passive, market cap-weighted index. For the equity side, the fund aims to keep a range of 40-60% in US funds with a target weight of 47%, other developed markets within the 7-20% range and a 12% target, and emerging markets with 3-10% range with a 6% target. Real estate ETFs may comprise up to 5% with a 2% target weight. Geographical allocation is based on the regions market-cap but with a US bias. The broad fixed income portion targets 30-40% allocation with a target weight of 33%. Allocations are reviewed regularly to determine appropriate rebalancing with consideration to market environments, costs, and tax realizations. As an actively managed ETF, the fund managers have full discretion to make buy, sell, and hold decisions at any time, as well as modify the target ranges and underlying funds.

Classification

Asset Class
Asset allocation
Category
Asset allocation
Focus
Target risk
Niche
Moderate
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.92%
Mutual fund0.08%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy