Avantis International Small Cap Value AVDV looks beyond the stature of small-cap stocks to gain an edge. It holds shares in a diverse collection of smaller companies trading at low multiples relative to their profits. The management team's consistency in delivering this fund's intended risk exposures warrants a People Pillar upgrade to Above Average from Average. It earns a Morningstar Medalist Rating of Bronze.
Avantis International Small Cap Val ETF AVDV
Morningstar’s Analysis AVDV
Will AVDV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Marks & Spencer Group PLC | 1.12 | 65.2 Mil | Consumer Cyclical |
Fujikura Ltd | 1.06 | 61.7 Mil | Industrials |
Swissquote Group Holding SA | 0.99 | 57.9 Mil | Financial Services |
Saipem SpA | 0.94 | 55.0 Mil | Energy |
Iveco Group NV Ordinary Shares | 0.90 | 52.6 Mil | Industrials |
Pacific Basin Shipping Ltd | 0.80 | 46.6 Mil | Industrials |
Vallourec SA | 0.75 | 43.7 Mil | Basic Materials |
Howden Joinery Group PLC | 0.68 | 39.8 Mil | Consumer Cyclical |
Bankinter SA | 0.63 | 36.6 Mil | Financial Services |
Enerplus Corp | 0.62 | 36.2 Mil | Energy |