AVMA
+2.61 · +3.93%
$68.99 · NYSE ARCA

American Century ETF Trust (AVMA) ETF Analysis | Moderate Allocation

Avantis Investors · USA
AUM:$64.0M
#– of – in Moderate Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 26.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.21% — competitive for the exposure provided.

What is AVMA?

The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AVMA delivered 26.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.21% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 93.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$64.0M
Expense Ratio0.21%
Dividend Yield2.54%
Holdings16
Inception DateJun 2023
Domicile–
Distribution–
Index–
ProviderAvantis Investors
Beta–
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact

How would AVMA affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.3%
1Y
+17.0%
3Y
+52.7%
5Y
+55.3%
OpenBook InsightIf you had invested £10,000 in AVMA 5 years ago, it would have grown to £15,529 — a gain of £5,529.

Annual Returns

Calendar year performance

AVMA delivered positive returns in 4 of the last 4 calendar years.
YearAVMA
2026 YTD+11.1%
2025+16.8%
2024+10.7%
2023+8.2%
CAGR 3yr+11.8%
4/4 positive yearsAvg return: +11.7%Worst year: +8.2% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.3%
Low
Momentum
+2.4%
30-day change
Support Level
73.09
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.