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Avantis Core Municipal Fixed Inc ETF AVMU

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

Morningstar’s Analysis AVMU

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

  • People Pillar

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

A decline in its Process Pillar rating is the primary driver of Avantis Core Municipal Fixed Inc ETF's downgrade to a Morningstar Medalist Rating of Neutral from 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 AVMU

More AVMU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAN JACINTO TEX CMNTY COLLEGE DIST 4%

2.01 2.8 Mil
municipal

MIAMI BEACH FLA RESORT TAX REV 5%

2.01 2.8 Mil
municipal

PENNSYLVANIA ST TPK COMMN TPK REV 5%

1.20 1.7 Mil
municipal

COLORADO ST CTFS PARTN 4%

1.07 1.5 Mil
municipal

NEW YORK ST URBAN DEV CORP ST SALES TAX REV 4%

1.00 1.4 Mil
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 4%

1.00 1.4 Mil
municipal

KANSAS ST DEPT TRANSN HWY REV 5%

0.94 1.3 Mil
municipal

DISTRICT COLUMBIA INCOME TAX REV 4%

0.93 1.3 Mil
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5%

0.93 1.3 Mil
municipal

MISSISSIPPI ST 5%

0.89 1.3 Mil
municipal