Avantis U.S. Large Cap Value pursues stocks trading at lower multiples relative to their profitability. It’s an attractive combination of risk factors that should lead to better risk-adjusted performance than the Russell 1000 Value Index.
Avantis US Large Cap Value ETF AVLV
Morningstar’s Analysis AVLV
Will AVLV 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 21.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 2.94 | 104.9 Mil | Technology |
Meta Platforms Inc Class A | 2.70 | 96.6 Mil | Communication Services |
JPMorgan Chase & Co | 2.62 | 93.8 Mil | Financial Services |
Exxon Mobil Corp | 2.33 | 83.4 Mil | Energy |
Costco Wholesale Corp | 2.25 | 80.3 Mil | Consumer Defensive |
Johnson & Johnson | 1.80 | 64.3 Mil | Healthcare |
Amazon.com Inc | 1.60 | 57.2 Mil | Consumer Cyclical |
Applied Materials Inc | 1.59 | 56.9 Mil | Technology |
Caterpillar Inc | 1.59 | 56.8 Mil | Industrials |
Walmart Inc | 1.57 | 55.9 Mil | Consumer Defensive |