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 21.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 3.00 | 105.4 Mil | Technology |
Meta Platforms Inc Class A | 2.80 | 98.6 Mil | Communication Services |
JPMorgan Chase & Co | 2.69 | 94.7 Mil | Financial Services |
Costco Wholesale Corp | 2.34 | 82.3 Mil | Consumer Defensive |
Exxon Mobil Corp | 2.29 | 80.5 Mil | Energy |
Johnson & Johnson | 1.77 | 62.1 Mil | Healthcare |
Amazon.com Inc | 1.64 | 57.7 Mil | Consumer Cyclical |
Applied Materials Inc | 1.62 | 57.1 Mil | Technology |
Walmart Inc | 1.62 | 57.0 Mil | Consumer Defensive |
Caterpillar Inc | 1.52 | 53.5 Mil | Industrials |