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 21.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 3.36 | 121.6 Mil | Technology |
Meta Platforms Inc Class A | 2.96 | 107.3 Mil | Communication Services |
JPMorgan Chase & Co | 2.58 | 93.3 Mil | Financial Services |
Costco Wholesale Corp | 2.43 | 87.9 Mil | Consumer Defensive |
Exxon Mobil Corp | 2.20 | 79.8 Mil | Energy |
Johnson & Johnson | 1.77 | 64.2 Mil | Healthcare |
Applied Materials Inc | 1.72 | 62.3 Mil | Technology |
Amazon.com Inc | 1.70 | 61.7 Mil | Consumer Cyclical |
Walmart Inc | 1.64 | 59.5 Mil | Consumer Defensive |
Alphabet Inc Class A | 1.47 | 53.1 Mil | Communication Services |