Systematic Active Strategies
Avantis Investors® by American Century Investments®
Avantis Investors was created in 2019 as a fully integrated unit of American Century Investments, led by a team of industry leaders with vast experience in creating and delivering state of the art investment solutions. The team’s strategies use financial science to seek higher expected returns* through well-diversified strategies managed with an efficient and repeatable process.
Investment Approach
Powered by Financial Science
The team’s investment approach is based on an academically supported, market-tested framework that aims to identify securities with higher expected returns based on their current market prices and other company financial information.
Process Designed for Reliability
Avantis seeks to systematically harness return premiums while controlling implementation costs and mitigating portfolio risks in an effort to generate enhanced returns over time.
Enables Customized Asset Allocations
Leveraging our understanding investors’ needs focused on delivering transparent active investment strategies that work well inside a broader asset allocation.
Cost Conscious
Scalable, efficient portfolio construction and engineering designed for broadly diversified, cost effective solutions.
Systematic Active Strategies
U.S. Equity
Avantis U.S. All Cap Equity
Invests in a wide set of U.S. companies of all market capitalizations believed to have higher expected returns.
Avantis U.S. Large Cap Value Equity
Emphasizes U.S. large-cap companies trading at low valuations with higher profitability ratios believed to offer higher expected returns.
Avantis U.S. Small Cap Equity
Invests in U.S. small-cap companies taking into consideration valuation, profitability and levels of investment when selecting and weighting securities.
Avantis U.S. Small Cap Value Equity
Emphasizes U.S. small-cap companies trading at low valuations with higher profitability ratios believed to offer higher expected returns.
Global Equity
Avantis All Equity Markets
Designed to provide exposure to a broadly diversified set of companies, sectors and countries while emphasizing securities with higher expected returns. The strategy pursues its objectives through investing in a series of other Avantis exchange-traded funds (ETFs).
Non-U.S. Developed Equity
Avantis Non-U.S. All Cap Equity
Invests in a wide set of non-U.S. developed markets companies of all market capitalizations believed to have higher expected returns.
Avantis Non-U.S. Large Cap Value Equity
Emphasizes non-U.S. large-cap companies trading at low valuations with higher profitability ratios believed to offer higher expected returns.
Avantis Non-U.S. Small Cap Value Equity
Invests in a wide set of non-U.S. developed small-cap companies believed to have higher expected returns.
Emerging Markets Equity
Avantis Emerging Markets Equity
Invests in companies of all market capitalizations, across emerging markets countries, sectors and industries, believed to have higher expected returns.
Avantis Emerging Markets Value Equity
Invests in a diversified portfolio of companies of all capitalizations believed to have higher expected returns, trading at low valuations with higher profitability ratios.
Fixed Income
Avantis U.S. Core Fixed Income
Invests in a broad set of investment-grade debt obligations across sectors, maturities, and issuers.
Avantis Short Duration Core Fixed Income
Invests in a broad set of investment-grade debt obligations across sectors, maturities, and issuers.
Real Assets
Avantis Global Real Estate Securities
Designed to provide diversified exposure to global real estate securities believed to have higher expected returns.
Avantis Inflation Focused Equity
Designed to invest primarily in a diverse group of U.S. companies in market sectors and industry groups that historically have had, or that portfolio managers believe to have long-term correlation with inflation.
Featured Insights
Our Scientific Approach to Investing
We invest in equities through a systematic process whose foundation is a scientific approach with theoretical underpinnings and empirical corroboration.
A Year in Review – 2023
Experiencing 2023. While a single chart could unlikely convey what investors have gone through, Avantis Investors by American Century Investments has assembled some key events and highlights you may find helpful as you reflect on 2023 and prepare for 2024.
Quarterly Update
Avantis Investors was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations at an attractive price.
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*Expected Returns: Valuation theory shows that the expected return of a stock is a function of its current price, its book equity (assets minus liabilities) and expected future profits, and that the expected return of a bond is a function of its current yield and its expected capital appreciation (depreciation). We use information in current market prices and company financials to identify differences in expected returns among securities, seeking to overweight securities with higher expected returns based on this current market information. Actual returns may be different than expected returns, and there is no guarantee that the strategy will be successful.
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
Generally, as interest rates rise, the value of the bonds held in the fund will decline. The opposite is true when interest rates decline.
Derivatives may be more sensitive to changes in market conditions and may amplify risks.
Investing in real estate funds may be subject to many of the same risks as a direct investment in real estate. These risks include changes in economic conditions, interest rates, property values, property tax increases, overbuilding and increased competition, environmental contamination, zoning and natural disasters. This is due to the fact that the value of the fund’s investments may be affected by the value of the real estate owned by the companies in which it invests. To the extent the fund invests in companies that make loans to real estate companies, the fund also may be subject to interest rate risk and credit risk. Due to the limited focus of these funds, they may experience greater volatility than funds with a broader investment strategy. They are not intended to serve as a complete investment program by themselves.
Municipal Securities investing is more sensitive to events that affect municipal markets, including legislative or political changes and the financial condition of the issuers of municipal securities. The fund may have a higher level of risk than funds that invest in a larger universe of securities. Additionally, the novel coronavirus (COVID-19) pandemic has significantly stressed the financial resources of many municipal issuers, which may impair a municipal issuer's ability to meet its financial obligations when due and could adversely impact the value of its bonds, which could negatively impact the performance of the fund.
Historically, small- and/or mid-cap stocks have been more volatile than the stock of larger, more-established companies. Smaller companies may have limited resources, product lines and markets, and their securities may trade less frequently and in more limited volumes than the securities of larger companies.
International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.