Morningstar

Avantis Inflation Focused Equity ETF AVIE

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVIE

Will AVIE outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVIE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AVIE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AVIE’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Avantis Inflation Focused Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings AVIE

More AVIE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

5.27 864,342
Financial Services

ExxonMobil Holdings Corp

4.45 729,343
Energy

Procter & Gamble Co

3.62 593,072
Consumer Defensive

Eli Lilly and Co

3.57 585,440
Healthcare

UnitedHealth Group Inc

3.21 526,503
Healthcare

Chevron Corp

3.05 500,345
Energy

Coca-Cola Co

2.86 469,342
Consumer Defensive

Philip Morris International Inc

2.38 390,841
Consumer Defensive

Johnson & Johnson

2.22 363,681
Healthcare

AbbVie Inc

2.00 328,474
Healthcare

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