Avantis International Small Cap Value ETF AVDV

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Morningstar’s Analysis AVDV

Will AVDV outperform in the future?

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

A small-cap value strategy that favors profitable stocks.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Avantis International Small Cap Value emphasizes profitable stocks, which should limit its exposure to value traps and provide an edge over its Morningstar Category peers.

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Portfolio Holdings AVDV

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AT&S Austria Technologie & Systemtechnik AG

0.93 185M
Technology

Whitbread PLC

0.70 139M
Consumer Cyclical

Perseus Mining Ltd

0.66 131M
Basic Materials

Clal Insurance Enterprises Holdings Ltd

0.64 128M
Financial Services

B2Gold Corp

0.61 121M
Basic Materials

Lion Finance Group PLC

0.58 115M
Financial Services

Burberry Group PLC

0.58 115M
Consumer Cyclical

Tamarack Valley Energy Ltd

0.58 115M
Energy

Johnson Matthey PLC

0.55 110M
Basic Materials

OceanaGold Corp

0.55 108M
Basic Materials

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