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Morningstar

Avantis U.S. Mid Cap Value ETF AVMV

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

Morningstar’s Analysis AVMV

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

  • People Pillar

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

Avantis U.S. Mid Cap Value 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AVMV

More AVMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Rentals Inc

2.02 485,474
Industrials

Royal Caribbean Group

1.57 376,629
Consumer Cyclical

Vistra Corp

1.50 359,656
Utilities

Diamondback Energy Inc

1.41 338,109
Energy

ON Semiconductor Corp

1.30 312,892
Technology

Discover Financial Services

1.29 309,025
Financial Services

Arch Capital Group Ltd

1.28 308,379
Financial Services

The Hartford Financial Services Group Inc

1.26 303,980
Financial Services

PulteGroup Inc

1.19 285,358
Consumer Cyclical

LyondellBasell Industries NV Class A

1.18 284,060
Basic Materials