Avantis Mutual Fund Quote

AVBNX -  USA Fund  

USD 8.80  0.02  0.23%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Avantis Core is trading at 8.80 as of the 24th of May 2022; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 8.78. Avantis Core has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Avantis Core Fixed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2020 and ending today, the 24th of May 2022. Click here to learn more.
The fund invests primarily in investment grade quality debt obligations from a diverse group of U.S. and non-U.S. issuers. Avantis Core is traded on NASDAQ Exchange in the United States. More on Avantis Core Fixed

Avantis Core Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Avantis Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Avantis Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Avantis Core Fixed generated a negative expected return over the last 90 days
Avantis Core Fixed is unlikely to experience financial distress in the next 2 years
The fund holds about 12.6% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Avantis Core's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate24th of February 2021
Avantis Core Fixed [AVBNX] is traded in USA and was established 24th of May 2022. The fund is listed under Intermediate Core Bond category and is part of Avantis Investors family. Avantis Core Fixed presently has accumulated 50.83 M in assets under management (AUM) with minimum initial investment of 0.
Check Avantis Core Probability Of Bankruptcy

Instrument Allocation

Avantis Core Target Price Odds Analysis

What are Avantis Core's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Avantis Core jumping above the current price in 90 days from now is close to 99%. The Avantis Core Fixed probability density function shows the probability of Avantis Core mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Avantis Core has a beta of 0.0179. This suggests as returns on the market go up, Avantis Core average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Avantis Core Fixed will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Avantis Core Fixed is significantly underperforming DOW.
  Odds Below 8.8HorizonTargetOdds Above 8.8
0.51%90 days
 8.80 
99.47%
Based on a normal probability distribution, the odds of Avantis Core to move above the current price in 90 days from now is close to 99 (This Avantis Core Fixed probability density function shows the probability of Avantis Mutual Fund to fall within a particular range of prices over 90 days) .

Avantis Core Top Holders

Avantis Core Fixed Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Avantis Core market risk premium is the additional return an investor will receive from holding Avantis Core long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Avantis Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Avantis Core's alpha and beta are two of the key measurements used to evaluate Avantis Core's performance over the market, the standard measures of volatility play an important role as well.

Avantis Core Against Markets

Picking the right benchmark for Avantis Core mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Avantis Core mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Avantis Core is critical whether you are bullish or bearish towards Avantis Core Fixed at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Avantis Core without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Avantis Core Fixed

You need to understand the risk of investing before taking a position in Avantis Core. The danger of trading Avantis Core Fixed is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Avantis Core is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Avantis Core. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Avantis Core Fixed is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please continue to Trending Equities. Note that the Avantis Core Fixed information on this page should be used as a complementary analysis to other Avantis Core's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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When running Avantis Core Fixed price analysis, check to measure Avantis Core's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Avantis Core is operating at the current time. Most of Avantis Core's value examination focuses on studying past and present price action to predict the probability of Avantis Core's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Avantis Core's price. Additionally, you may evaluate how the addition of Avantis Core to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Avantis Core's value and its price as these two are different measures arrived at by different means. Investors typically determine Avantis Core value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.