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Avantis Core Municipal Fixed Inc ETF AVMU

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVMU

Will AVMU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVMU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AVMU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AVMU’s parent organization’s priorities and whether they’re in line with investors’ interests.

Avantis Core Municipal Fixed Inc ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AVMU

More AVMU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MIAMI BEACH FLA RESORT TAX REV 5%

2.02 2.8 Mil
municipal

SAN JACINTO TEX CMNTY COLLEGE DIST 4%

1.98 2.8 Mil
municipal

PENNSYLVANIA ST TPK COMMN TPK REV 5%

1.21 1.7 Mil
municipal

COLORADO ST CTFS PARTN 4%

1.06 1.5 Mil
municipal

NEW YORK ST URBAN DEV CORP ST SALES TAX REV 4%

1.00 1.4 Mil
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 4%

0.99 1.4 Mil
municipal

KANSAS ST DEPT TRANSN HWY REV 5%

0.94 1.3 Mil
municipal

DISTRICT COLUMBIA INCOME TAX REV 4%

0.94 1.3 Mil
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5%

0.94 1.3 Mil
municipal

MISSISSIPPI ST 5%

0.88 1.2 Mil
municipal