Avantis Moderate Allocation ETF 9
AVMA
New York Stock Exchange Arca- -
USD
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Capital Structure
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 4500 Main Street Kansas City MO United States of America 64111
- IPO Date
- Jun 29, 2023
- Website
- avantisinvestors.com
- Similar Companies
- Business
- Avantis Moderate Allocation ETF (AVMA) is an actively managed exchange-traded fund-of-funds that seeks long-term capital appreciation by providing broad market exposure with an emphasis on securities offering higher expected returns through moderate-risk investments in equity and fixed income exchange-traded funds (ETFs). The fund, issued by American Century ETF Trust and managed by Avantis Investors, a brand of American Century Investments, allocates approximately 60% to equities—including U.S. equity (target 47%, range 40-60%), developed markets ex-U.S. equity (12%, 7-20%), emerging markets equity (6%, 3-10%), and REITs (2%, 0-5%)—and 33-40% to fixed income, with flexibility to adjust within strategic ranges based on market conditions and tax considerations. Core holdings include Avantis U.S. Equity ETF (AVUS, ~29%), Avantis Core Fixed Income ETF (AVIG, ~21%), Avantis Short-Term Fixed Income ETF (AVSF, ~10%), Avantis U.S. Large Cap Value ETF (AVLV, ~10%), Avantis International Equity ETF (AVDE, ~7%), Avantis Emerging Markets Equity ETF (AVEM, ~4%), and various other Avantis ETFs targeting value, small-cap, mid-cap, and real estate exposures, such as AVUV, AVSC, AVES, AVRE, AVDV, AVMV, AVMC, AVEE, and AVDS. Launched on June 27, 2023, and listed on NYSE Arca, AVMA operates primarily in the United States with global exposure through its underlying ETFs, targeting long-term investors seeking diversified, factor-tilted asset allocation akin to a 60/40 portfolio with active adjustments for enhanced returns via rules-based active management. Headquartered in Kansas City, Missouri, through parent American Century Investments (founded 1958), the fund maintains a net expense ratio of 0.21% and total assets under management of approximately $42 million as of late 2025. It emphasizes indexing benefits like diversification, low turnover, and transparency while incorporating tilts toward value, profitability, and other factors across market caps, regions, and fixed income credit/term premiums. In recent developments, Avantis Investors expanded its ETF lineup alongside AVMA's June 2023 launch by introducing sibling funds such as Avantis All Equity Markets Value ETF (AVGV), Avantis All International Markets Equity ETF (AVNM), and Avantis All International Markets Value ETF (AVNV), enhancing the ecosystem of factor-based offerings available to AVMA's portfolio construction. In September 2023, Avantis added Avantis U.S. Mid Cap Equity ETF (AVMC), Avantis U.S. Mid Cap Value ETF (AVMV), and Avantis Emerging Markets Small Cap Equity ETF (AVEE), further diversifying underlying options incorporated into AVMA's holdings like AVMC (~1%) and AVEE (~0.5%). As of 2025, Avantis has accelerated international growth, registering UCITS ETFs in Europe (UK and Germany), achieving over $1 billion in assets within nine months of listing, signaling broader strategic expansion beyond U.S. markets while AVMA's portfolio remains focused on U.S.-listed global exposures. No major acquisitions, funding rounds, or reorganizations specific to AVMA have been reported in the last 1-2 years, with ongoing fee waivers (0.02% through December 31, 2025) supporting competitive positioning.