Avantis U.S. Large Cap Value pursues stocks trading at lower multiples relative to their profitability. It’s an attractive combination of risk factors that should lead to better risk-adjusted performance than the Russell 1000 Value Index.
Avantis US Large Cap Value ETF AVLV
Morningstar’s Analysis AVLV
Will AVLV 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 21.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 3.03 | 109.8 Mil | Technology |
Meta Platforms Inc Class A | 2.89 | 104.6 Mil | Communication Services |
JPMorgan Chase & Co | 2.62 | 94.9 Mil | Financial Services |
Costco Wholesale Corp | 2.41 | 87.2 Mil | Consumer Defensive |
Exxon Mobil Corp | 2.27 | 82.2 Mil | Energy |
Johnson & Johnson | 1.77 | 64.2 Mil | Healthcare |
Amazon.com Inc | 1.70 | 61.4 Mil | Consumer Cyclical |
Walmart Inc | 1.65 | 59.7 Mil | Consumer Defensive |
Applied Materials Inc | 1.61 | 58.1 Mil | Technology |
Alphabet Inc Class A | 1.47 | 53.3 Mil | Communication Services |