AVGE – Avantis All Equity Markets ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its assets in equity ETFs. The managers will strategically allocate to the underlying funds across geographies and investment styles to achieve the desired allocation. The underlying funds represent a broadly diversified basket of equity securities that seek to overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AVGE	Avantis All Equity Markets ETF	ETF	Open			Sep 27, 2022	$1.25B	0.230%	—	—	$490.86M

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