(AVLV) American Century Trust - Ratings and Ratios

The Avantis U.S. Large Cap Value ETF (AVLV) is designed to provide exposure to large-capitalization U.S. companies that exhibit value characteristics. The fund employs a systematic, research-driven approach to identify companies with lower valuations relative to their book value, aiming to capture the value premium. It invests at least 80% of its assets in U.S. equities, with a focus on companies across various market sectors and industry groups. The portfolio managers consider multiple factors to determine a companys eligibility as a U.S. company, including its headquarters location, principal operations, revenue sources, trading market, legal organization, and inclusion in the funds benchmark. This approach ensures a diversified portfolio aligned with the funds value-oriented strategy.

Over the next three months, AVLV is expected to face headwinds as it currently trades below its 20-, 50-, and 200-day moving averages, indicating bearish momentum. The average true range (ATR) of 1.86 suggests moderate volatility, which could lead to further downside if the broader market remains weak. However, with an AUM of $6.26 billion, the funds liquidity is supported by its significant size, though the average daily volume of 982,950 shares may limit its ability to navigate sharp market moves without impact. While the technical outlook appears challenging, the funds value-oriented strategy could benefit if market sentiment shifts toward undervalued large-cap stocks.