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Morningstar

Avantis US Small Cap Value ETF AVUV

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

Morningstar’s Analysis AVUV

Will AVUV 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 AVUV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AVUV 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 AVUV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stellar choice for small-value exposure.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Avantis U.S. Small Cap Value ETF AVUV shrewdly taps into value and profitability, a time-tested tandem of factors that complement one another well and should provide an edge. The management team consistently executes the strategy in a cost-efficient manner, warranting a People Pillar upgrade to Above Average from Average.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings AVUV

More AVUV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jackson Financial Inc

0.94 107.5 Mil
Financial Services

KB Home

0.92 104.6 Mil
Consumer Cyclical

Abercrombie & Fitch Co Class A

0.91 103.9 Mil
Consumer Cyclical

Air Lease Corp Class A

0.90 102.1 Mil
Industrials

SM Energy Co

0.89 101.1 Mil
Energy

Boise Cascade Co

0.88 99.7 Mil
Basic Materials

Ryder System Inc

0.85 96.5 Mil
Industrials

GATX Corp

0.83 95.0 Mil
Industrials

Mueller Industries Inc

0.83 94.6 Mil
Industrials

Encore Wire Corp

0.83 94.0 Mil
Industrials