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Avantis Inflation Focused Equity ETF AVIE

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

Morningstar’s Analysis AVIE

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

  • People Pillar

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

Avantis Inflation Focused Equity ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AVIE

More AVIE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

5.95 295,481
Financial Services

Exxon Mobil Corp

5.44 270,040
Energy

Eli Lilly and Co

4.49 223,132
Healthcare

UnitedHealth Group Inc

3.72 185,025
Healthcare

Procter & Gamble Co

3.69 183,363
Consumer Defensive

PepsiCo Inc

2.99 148,436
Consumer Defensive

Chevron Corp

2.76 137,009
Energy

Coca-Cola Co

2.39 118,716
Consumer Defensive

AbbVie Inc

1.94 96,539
Healthcare

Merck & Co Inc

1.67 82,980
Healthcare