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.
Avantis International Small Cap Val ETF AVDV
Morningstar’s Analysis AVDV
Will AVDV 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 8.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Iveco Group NV Ordinary Shares | 1.14 | 63.1 Mil | Industrials |
Marks & Spencer Group PLC | 0.96 | 53.3 Mil | Consumer Cyclical |
Saipem SpA | 0.95 | 52.7 Mil | Energy |
Swissquote Group Holding SA | 0.93 | 51.9 Mil | Financial Services |
Fujikura Ltd | 0.89 | 49.6 Mil | Industrials |
Pacific Basin Shipping Ltd | 0.81 | 45.1 Mil | Industrials |
Vallourec SA | 0.80 | 44.4 Mil | Basic Materials |
Howden Joinery Group PLC | 0.66 | 36.8 Mil | Consumer Cyclical |
Enerplus Corp | 0.64 | 35.6 Mil | Energy |
Bankinter SA | 0.60 | 33.2 Mil | Financial Services |