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Upturn AI SWOT - About
American Century ETF Trust - Avantis Inflation Focused Equity ETF (AVIE)
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Upturn Advisory Summary
08/14/2025: AVIE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.87% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 56.01 - 64.83 | Updated Date 06/29/2025 |
52 Weeks Range 56.01 - 64.83 | Updated Date 06/29/2025 |
Upturn AI SWOT
American Century ETF Trust - Avantis Inflation Focused Equity ETF
ETF Overview
Overview
The Avantis Inflation Focused Equity ETF (IPE) seeks long-term capital appreciation by investing in a broad portfolio of U.S. companies believed to have the ability to increase earnings in an inflationary environment. It focuses on companies with high profitability and value characteristics.
Reputation and Reliability
American Century Investments has a solid reputation and a long track record in the asset management industry.
Management Expertise
Avantis Investors, a subsidiary of American Century, is known for its expertise in systematic, value-oriented investing.
Investment Objective
Goal
Seeks long-term capital appreciation, emphasizing companies that can navigate inflationary environments.
Investment Approach and Strategy
Strategy: The ETF uses a systematic approach to identify companies with high profitability and value characteristics that are expected to perform well during periods of inflation.
Composition Primarily holds U.S. equities across various sectors, weighted based on profitability, value, and market capitalization.
Market Position
Market Share: IPE's market share is growing within the inflation-focused equity ETF category.
Total Net Assets (AUM): 74900000
Competitors
Key Competitors
- Fidelity Stocks for Inflation ETF (FCPI)
- Dimensional Inflation-Protected Securities ETF (DFIP)
- iShares TIPS Bond ETF (TIP)
Competitive Landscape
The ETF market for inflation-focused strategies is competitive. IPE benefits from Avantis' systematic approach and value focus, but faces competition from larger, more established funds like FCPI and DFIP. IPE's relatively smaller size can be both an advantage in terms of agility and a disadvantage in terms of liquidity and investor awareness. FCPI and DFIP have broader name recognition.
Financial Performance
Historical Performance: Historical performance data unavailable as of this query but is critical for evaluation.
Benchmark Comparison: Compare IPE's performance to relevant inflation benchmarks to gauge effectiveness. Data Unavailable.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity but should be monitored for any changes.
Bid-Ask Spread
The bid-ask spread is tight, reflecting good liquidity, but could widen during volatile periods.
Market Dynamics
Market Environment Factors
Economic indicators like inflation rates, interest rate policies, and overall market sentiment influence IPE's performance.
Growth Trajectory
IPEu2019s growth is tied to investor interest in inflation protection and the success of its systematic value-oriented approach. Changes to strategy and holdings are disclosed in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
IPE's competitive edge lies in its systematic investment process, focusing on companies with strong profitability and value characteristics. The Avantis approach is based on academic research and aims to deliver long-term capital appreciation, particularly in inflationary environments. Its lower expense ratio helps in the long run, attracting cost-conscious investors.
Risk Analysis
Volatility
IPE's volatility is expected to be moderate, reflecting its diversified holdings in U.S. equities.
Market Risk
IPE is subject to market risk, particularly from inflationary pressures and changes in interest rates affecting equity valuations.
Investor Profile
Ideal Investor Profile
IPE is suitable for investors seeking long-term capital appreciation and protection against inflation through equity investments.
Market Risk
IPE is more suitable for long-term investors who understand systematic value investing.
Summary
The Avantis Inflation Focused Equity ETF (IPE) aims to provide long-term capital appreciation by investing in U.S. equities with high profitability and value characteristics, potentially offering inflation protection. IPE's systematic approach and lower expense ratio give it a competitive edge, but it faces competition from larger, established funds. Ideal investors are those seeking value in equities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- American Century Investments website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About American Century ETF Trust - Avantis Inflation Focused Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in a diverse group of U.S. companies in market sectors and industry groups the portfolio managers expect to appreciate in value if the U.S. inflation rate rises or is believed to be rising. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities. The fund may invest in companies of all market capitalizations.
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