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
|
---|---|---|---|
Iveco Group NV Ordinary Shares | 0.99 | 56.4 Mil | Industrials |
Swissquote Group Holding SA | 0.98 | 55.9 Mil | Financial Services |
Marks & Spencer Group PLC | 0.96 | 54.9 Mil | Consumer Cyclical |
Fujikura Ltd | 0.95 | 54.4 Mil | Industrials |
Saipem SpA | 0.90 | 51.5 Mil | Energy |
Pacific Basin Shipping Ltd | 0.79 | 45.2 Mil | Industrials |
Vallourec SA | 0.74 | 41.9 Mil | Basic Materials |
Howden Joinery Group PLC | 0.66 | 37.8 Mil | Consumer Cyclical |
Enerplus Corp | 0.61 | 34.8 Mil | Energy |
Man Group PLC | 0.60 | 34.2 Mil | Financial Services |