AVIE focuses on sectors and industries that positively correlate with the US inflation rate. The fund includes US companies of all market capitalizations classified under market sectors and industry groups that historically have had, or are expected to have high performance in periods of inflation. Securities within the identified industries are evaluated based on size, profitability, and valuation metrics, including shares outstanding, book value, cash flows from operations, and accruals. Holdings are initially weighted by market-cap. Then, the fund overweights securities with smaller market capitalizations, higher profitability, and lower valuation. As an actively managed fund, the adviser has the discretion to make necessary investment decisions to meet its objectives.
公司网站 :
https://www.avantisinvestors.com/content/avantis/en/investments/avantis-inflation-focused-equity-etf.html
总经理:-
建立时间:2022
公司总部:Avantis Inflation Focused Equity ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds