To answer your question: yes, AVUV is a good small cap value fund.
If you are asking whether you should invest in small cap value, there are many threads on this, but consider you are posting this question on a forum where SCV is relatively unpopular. If you are interested in learning more, I would recommend doing broad research, and looking at sources that examine this from different perspectives.
All I will note is that, historically, a portfolio would have seen improved performance in backtests with an allocation to an "active" small cap value fund, like DFSVX, over the past 27 years, and that I personally have been pleased with holding a significant allocation to AVUV.
If you are asking whether you should invest in small cap value, there are many threads on this, but consider you are posting this question on a forum where SCV is relatively unpopular. If you are interested in learning more, I would recommend doing broad research, and looking at sources that examine this from different perspectives.
All I will note is that, historically, a portfolio would have seen improved performance in backtests with an allocation to an "active" small cap value fund, like DFSVX, over the past 27 years, and that I personally have been pleased with holding a significant allocation to AVUV.
Statistics: Posted by breakfastinbed — Wed Feb 05, 2025 8:48 pm