Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Avantis All International Markets Equity ETF(AVNM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AVNM
10/08/2026: AVNM (3-star) is currently NOT-A-BUY. Pass it for now.
AVNM provides broad, systematic exposure to international developed and emerging market equities, utilizing an active approach that emphasizes value and profitability factors. Its main strengths include the potential for factor-driven outperformance, broad geographical diversification, and a low-cost structure relative to other active funds. It serves as a core international equity building block for long-term investors. Key risks include international market volatility, currency fluctuations, and the potential for active strategy underperformance. It is best suited for long-term investors who want international exposure but prefer a disciplined factor-based approach over traditional passive indexing.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the fund holds growth companies, its value-oriented factor tilt may lead it to lag in pure growth-dominated market cycles. |
| Momentum investor | Strong fit while signal remains positive | The fund can align with momentum when its factor-tilted holdings are trending upward in global markets. |
| Value investor | Strong fit | The systematic focus on value and fundamental pricing makes this a strong choice for value-conscious international investors. |
| Dividend/Income investor | Mixed fit | The fund provides broad dividend income from international holdings but is not specifically structured as a high-yield vehicle. |
| Low-risk investor | Weak fit | As an international equity fund, it carries inherent market and currency volatility unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for a diversified international equity component with a preference for factor-based outperformance over pure passive tracking.
Suitability
AVNM is best suited for long-term investors building a core global equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equities are subject to significant price swings due to economic and political events. |
| Market risk | High | The fund is fully invested in equities, making it directly exposed to global market declines. |
| Concentration | Low | The portfolio is highly diversified across thousands of securities, reducing single-stock concentration risk. |
| Tracking/expense | Low | The fund has a competitive expense ratio for an active product, minimizing cost drag. |
| Liquidity | Medium | Some smaller-cap or emerging market holdings may experience lower liquidity during periods of market stress. |
| Business/sector quality | Medium | The active focus on high profitability helps mitigate exposure to low-quality, distressed businesses. |
Risk Analysis
Volatility
AVNM exhibits volatility consistent with global equity markets, amplified by its exposure to emerging markets.
Market Risk
The fund is subject to systemic risks inherent in international equity investing, including currency risk, political instability, and economic policy changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Developed Markets (Ex-US) | 75 | This provides core exposure to established economies outside of the United States, offering geographical diversification. |
| Geography | Emerging Markets | 20 | Exposure to developing economies offers higher growth potential, though it comes with increased economic and political risk. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintained to facilitate daily liquidity and fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 18.59% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $789.29M |
| Issuer | Avantis Investors |
| Expense Ratio | 0.31% |
| Distribution Yield | 2.83% |
| Inception | Jun 27, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +15.65% |
| 1 Year | +20.82% |
| 3 Year | +23.60% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 15.26% |
| 3Y Volatility | 12.28% |
| 3Y Sharpe Ratio | 1.34 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 30.66% |
| Large Cap | 29.80% |
| Mid Cap | 28.54% |
| Small Cap | 8.90% |
| Micro Cap | 1.29% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 24.04% |
| Industrials | 16.33% |
| Technology | 14.74% |
| Basic Materials | 10.43% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 11.29x |
| Portfolio P/B | 1.59x |
| Portfolio P/S | 0.99x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Avantis® International Equity ETF | 39.63% |
| Avantis International Large Cap | 20.04% |
| Avantis® Emerging Markets Equity ETF | 19.10% |
| Avantis® Emerging Markets Value ETF | 10.03% |
| Avantis® International Small Cap Value ETF | 6.78% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.