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 8.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Marks & Spencer Group PLC | 1.12 | 66.4 Mil | Consumer Cyclical |
Swissquote Group Holding SA | 1.09 | 64.5 Mil | Financial Services |
Fujikura Ltd | 1.04 | 61.9 Mil | Industrials |
Iveco Group NV Ordinary Shares | 0.93 | 55.3 Mil | Industrials |
Saipem SpA | 0.85 | 50.4 Mil | Energy |
Vallourec SA | 0.69 | 40.9 Mil | Basic Materials |
Pacific Basin Shipping Ltd | 0.68 | 40.6 Mil | Industrials |
Howden Joinery Group PLC | 0.68 | 40.1 Mil | Consumer Cyclical |
Bankinter SA | 0.60 | 35.9 Mil | Financial Services |
Man Group PLC | 0.56 | 33.3 Mil | Financial Services |