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AVLVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 3 closing price
Price
$16.16
Change
+$0.15 (+0.94%)
Net Assets
591.28M

AVLVX Avantis U.S. Large Cap Value Inst Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Costco Wholesale Corp (NASDAQ:COST), Applied Materials (NASDAQ:AMAT), Union Pacific Corp (NYSE:UNP), Comcast Corp (NASDAQ:CMCSA).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in a diverse group of U.S. large-cap companies across market sectors and industry groups. It seeks securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics. Conversely, the fund seeks to underweight or exclude securities the Advisor expects to have lower returns, such as securities of companies with lower levels of profitability and less attractive value characteristics.

Market Cap

The average market capitalization across the Avantis U.S. Large Cap Value Inst MF is 942.61B. The market cap for tickers in the group ranges from 99.95B to 4.2T. AAPL holds the highest valuation in this group at 4.2T. The lowest valued company is CMCSA at 99.95B.

Volume

The average weekly volume growth across all stocks in the Avantis U.S. Large Cap Value Inst MF was 18%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 47
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 29
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
American Century ETF TrustCharles A. Etherington 4500 Main StreetKansas City
Phone
(816) 531-5575
Web
americancenturyetfs.com
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AVLVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AVLVX has been closely correlated with VVIAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVLVX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVLVX
1D Price
Change %
AVLVX100%
+0.94%
VVIAX - AVLVX
94%
Closely correlated
+0.90%
VIVAX - AVLVX
94%
Closely correlated
+0.90%
VIVIX - AVLVX
94%
Closely correlated
+0.90%
DODGX - AVLVX
92%
Closely correlated
+0.58%
DOXGX - AVLVX
92%
Closely correlated
+0.52%
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