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Avantis International Small Cap Val ETF AVDV

Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVDV

Will AVDV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A small-cap value strategy that favors profitable stocks.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Avantis International Small Cap Value AVDV looks beyond the stature of small-cap stocks to gain an edge. It holds shares in a diverse collection of smaller companies trading at low multiples relative to their profits. The management team's consistency in delivering this fund's intended risk exposures warrants a People Pillar upgrade to Above Average from Average. It earns a Morningstar Medalist Rating of Bronze.

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Portfolio Holdings AVDV

  • Current Portfolio Date
  • Equity Holdings 1362
  • Bond Holdings 2
  • Other Holdings 9
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.97
33,100,806
Consumer Cyclical
0.92
31,375,271
Basic Materials
0.88
29,885,100
Industrials
0.73
25,029,029
Energy
0.72
24,543,772
Industrials
0.67
22,983,297
Financial Services
0.63
21,374,676
Consumer Cyclical
0.60
20,380,482
Financial Services
0.58
19,750,110
Energy
0.57
19,365,546
Healthcare