(AVDV)

AVDV targets ex-US small-cap stocks with value characteristics, using a quantitative rules-based methodology. Its strategy incorporates size, value, and quality factors, filtering out "value traps" an...

Considering routes to diversification? ETFs can provide easily toggleable tools to add or subtract exposures.

Despite the ETF industry's passive roots, active has stolen the show. Active ETF assets just topped the $1 trillion threshold, making up nearly 10% of the total ETF pie.

The Avantis lineup of actively managed ETFs has had a strong first quarter of 2025. The five-most-popular funds to start the year pulled in $3.7 billion.

I track about a thousand funds using Mutual Fund Observer and have developed a ranking system to group equity funds into four categories based on risk, valuation, and/or yield. Tier One contains the L...

2025 has offered investors much to think about. Tariffs, concentration risk, high valuations, and more all loom over portfolios.

Let's face it — U.S. equities are expensive. Valuations are red hot after strong performances from the tech-heavy Magnificent Seven.