AVSCX – Avantis U.S. Small Cap Equity Inst Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. The advisor seeks securities of companies that the Advisor 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 relative to other U.S. small cap 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
AVSBX	Avantis U.S. Small Cap Equity Fund G	No Load	Open	—	—	Jun 20, 2024	$745,485.00	0.000%	Low	$0	$3,107.20
AVSCX	Avantis U.S. Small Cap Equity Fund Institutional	Institutional	Open	—		Jun 20, 2024	$150.31M	0.250%	Low	$5M	$18.10M

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