Morningstar

Avantis® U.S. Equity Fund Institutional Class AVUSX

Medalist Rating as of May 20, 2026 See American Century Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. The fund seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies.

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
AVUNX	Avantis® U.S. Equity Fund G Class	No Load	Open		—	Jan 20, 2021	$329.88M	0.000%	Low	$0	$69.80M
AVUSX	Avantis® U.S. Equity Fund Institutional Class	Institutional	Open			Dec 4, 2019	$405.65M	0.150%	Low	$5M	−$377.58M

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