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Upturn AI SWOT - About
Avantis Core Municipal Fixed Income ETF (AVMU)
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Upturn Advisory Summary
10/24/2025: AVMU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 2.54% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 41.97 - 46.22 | Updated Date 06/29/2025 |
52 Weeks Range 41.97 - 46.22 | Updated Date 06/29/2025 |
Upturn AI SWOT
Avantis Core Municipal Fixed Income ETF
ETF Overview
Overview
The Avantis Core Municipal Fixed Income ETF (AVMU) seeks to provide investment results that correspond to the performance of the U.S. municipal bond market, focusing on investment-grade bonds. It aims for broad diversification across the municipal bond sector, utilizing a value-oriented approach.
Reputation and Reliability
Avantis Investors is known for its systematic, value-oriented investment approach, and is generally well regarded in the market.
Management Expertise
Avantis has a team with considerable experience in quantitative and fixed income investing, providing a solid foundation for managing the ETF.
Investment Objective
Goal
To provide investment results that correspond to the performance of the U.S. municipal bond market, focusing on investment-grade bonds.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index, but rather uses a systematic approach to select and weight municipal bonds based on factors like credit quality, yield, and maturity.
Composition The ETF primarily holds investment-grade municipal bonds from various issuers and sectors within the municipal market.
Market Position
Market Share: AVMU has a smaller market share compared to larger, more established municipal bond ETFs.
Total Net Assets (AUM): 63490000
Competitors
Key Competitors
- Vanguard Tax-Exempt Bond ETF (VTEB)
- iShares National Muni Bond ETF (MUB)
- SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM)
Competitive Landscape
The municipal bond ETF market is dominated by a few large players. AVMU differentiates itself with a more active, value-oriented approach, which may provide opportunities for outperformance but also introduces tracking error. VTEB and MUB are passive, market-cap-weighted funds, offering broad market exposure at a low cost, but may not capture specific value opportunities.
Financial Performance
Historical Performance: Historical performance data should be sourced directly from financial data providers, tracking returns over 1, 3, 5, and 10-year periods as available.
Benchmark Comparison: The performance can be compared to a broad municipal bond index such as the S&P Municipal Bond Index.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
The average trading volume is relatively lower, impacting ease of entry and exit.
Bid-Ask Spread
The bid-ask spread is moderate, representing a cost when trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and tax policy changes can significantly impact the municipal bond market and AVMU's performance.
Growth Trajectory
AVMU's growth will depend on its ability to attract assets through competitive performance and effective marketing of its value-oriented strategy.
Moat and Competitive Advantages
Competitive Edge
AVMU's competitive edge lies in its active, value-oriented investment approach, aiming to identify undervalued municipal bonds. This approach allows for potentially higher returns compared to passive strategies. Avantis' systematic methodology and experienced management team further support this advantage. The lower expense ratio compared to other actively managed funds may attract cost-conscious investors. However, its relatively small size and shorter track record could be perceived as disadvantages.
Risk Analysis
Volatility
Volatility is influenced by interest rate sensitivity and credit risk of the underlying municipal bonds.
Market Risk
Market risk includes interest rate risk (rising rates can decrease bond values) and credit risk (issuers may default on payments).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking tax-advantaged income, comfortable with a value-oriented approach, and has a long-term investment horizon.
Market Risk
The ETF is suitable for long-term investors seeking stable income and diversification within their fixed income portfolio. It is less suited for active traders due to its lower liquidity.
Summary
Avantis Core Municipal Fixed Income ETF (AVMU) offers exposure to the U.S. municipal bond market through a value-oriented, actively managed strategy. While it has a lower expense ratio compared to other actively managed competitors, its market share is relatively small with a lower trading volume. Investors should consider AVMU if they are seeking tax-exempt income and willing to accept potential tracking error for potential outperformance. It is important to evaluate your risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data may vary slightly depending on the source and date.
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 Avantis Core Municipal Fixed Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in municipal fixed income securities with interest payments exempt from federal income tax. The fund will invest primarily in investment grade securities as rated by an independent rating agency or determined by the advisor to be of comparable credit quality if a rating is unavailable.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.