Celebrating Our Clients
What began five years ago with five strategies is now 42 funds and $50 billion in assets under management*—a milestone made possible by many meaningful relationships. Every dollar Avantis manages represents the trust clients have placed with us. We are truly grateful.
*As of 08/30/2024
Featured Funds
Equity Income Fund¹
A classic value strategy that seeks to deliver income, build capital, and manage downside risk over time.
Intermediate-Term Tax-Free Bond Fund
A research-driven, actively managed fund offering the potential for monthly income free of federal income taxes.
Short Duration Strategic Income Fund
The fund’s short duration seeks to reduce the impact of rate increases on portfolio performance, while its opportunistic, multisector approach allows the managers to respond to a fast-changing investment landscape.
One Choice® Target Date Portfolios
A series of target-date funds that provide a single investment in a broadly diversified portfolio.
Resources for Advisors
Serving clients well is paramount to your success. But how and when you gain new clients may determine if your practice flourishes or fades.
Keeping a long-term perspective can be difficult for clients. These time-tested approaches can help them focus on their goals.
View our latest Investment Outlook for a concise, easy-to-scan overview of current opportunities and risks created by today's global markets.
Explore Our DC Capabilities & Services
Put our retirement expertise to work for you.
The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.
Diversification does not assure a profit nor does it protect against loss of principal.
The fund invests in convertible securities, which may be affected by changes in interest rates, the credit of the issuer and the value of the underlying common stock. The fund also may invest in foreign securities, which can be riskier than investing in U.S. securities.
A One Choice Target Date Portfolio's target date is the approximate year when investors plan to retire or start withdrawing their money. The principal value of the investment is not guaranteed at any time, including at the target date.
Each target-date One Choice Target Date Portfolio seeks the highest total return consistent with American Century Investments' proprietary asset mix. Over time, the asset mix and weightings are adjusted to be more conservative. In general, as the target year approaches, the portfolio's allocation becomes more conservative by decreasing the allocation to stocks and increasing the allocation to bonds and cash equivalents.
By the time each fund reaches its target year, its target asset mix will become fixed and will match that of One Choice In Retirement Portfolio.
Exchange Traded Funds (ETFs): Foreside Fund Services, LLC - Distributor, not affiliated with American Century Investment Services, Inc.